Administrative Assistant, Tax

Doane Grant Thornton LLP; Winnipeg; On-site; CAD 40,000 - 52,000; Full time

Job summary

Doane Grant Thornton LLP is seeking an Administrative Assistant, Tax to support tax practitioners and the administrative team in Winnipeg. The role involves managing client files, handling invoices, coordinating with clients and government agencies, and assisting with tax return preparation and filings.

The ideal candidate will have 3+ years of administrative experience in a professional services setting, attention to detail, and strong communication skills.

Qualifications

• 3+ years of administrative experience in a busy professional services environment.
• Diploma or certificate in administrative assistant program is an asset.
• High degree of attention to detail and commitment to high-quality work.
• Demonstrated ability to work independently and with various teams.
• Strong initiative and eagerness to learn with a continuous improvement mindset.
• Business etiquette and a service-minded attitude.
• Experience with CRM tools is an asset.
• Ability to balance multiple priorities and deadlines.

Responsibilities

• Assist tax practitioners with managing their dynamic growing practices.
• Contribute to team culture and improve work methods and relationships.
• Assist in assembling and filing tax returns and related documents with information collection and approvals.
• Support corporate reorganizations and filing of tax elections as needed.
• Manage electronic and paper client files; file, fax, scan, and photocopy.
• Process e-documents with clients via secure transfer platforms.
• Participate in training to stay current with software and processes.
• Prepare invoices and respond to client invoice queries.
• Coordinate with clients, CRA, and other parties as required.
• Proof documents, edit reports and correspondence for Partners and Managers.
• Support the Administrative Team and drive process improvements.
• Submit and manage expense reports; perform other duties as assigned.

Skills

Administrative support

Attention to detail

Communication

Multi-tasking

Team collaboration

Customer service

Education

Administrative assistant certificate

Tools

Microsoft 365

CRM tools

Microsoft Copilot

Job description

Who We Are

You know those big cities that still feel like small towns? Where everyone’s friendly and helps each other out? That’s like Doane Grant Thornton. Except here we’re all professionals and there isn’t a mayor or a general store. What we’re trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ about 3000 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. That’s what’s most important to us. We’re building a thriving organization that’s purpose driven and still want to remember what your favourite milkshake flavour is.

Who We Are

You know those big cities that still feel like small towns? Where everyone’s friendly and helps each other out? That’s like Doane Grant Thornton. Except here we’re all professionals and there isn’t a mayor or a general store. What we’re trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ about 3000 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. That’s what’s most important to us. We’re building a thriving organization that’s purpose driven and still want to remember what your favourite milkshake flavour is.

As an Administrative Assistant, Tax your responsibilities will include:

• Assist tax practitioners with managing their dynamic growing practices
• Contribute to the team culture by looking for ways to improve work methods and ensuring positive work relationships
• Assist in the assembly and filing of personal, trust/estate, corporate tax and partnership returns (T1, T2, T3, T5013, etc.) including collection of information, obtaining Partner approvals, and ensuring processes completion.
• Assist in the implementation of corporate reorganizations, including finalizing and sending recommendation letters, reporting letters, assembly and filing of tax elections (T2027, T2054, T2057, etc.), collection of information, obtaining Partner approvals, and ensuring processes completion.
• Manage electronic and paper-based client files; efficiently file, fax, scan and photocopy
• Sending & receiving e-documents to and from clients through various secure file transfer platforms
• Participate in training to stay current with changes in software and processes
• Prepare invoices to clients and communicate with clients on invoice queries
• Facilitate the direct liaising (verbal, written & otherwise) with current and potential clients; CRA and other governmental agencies; and other 3rd parties as required.
• Proof documents, prepare, and edit reports and correspondence on behalf of the Partners and Managers
• Become positive contributor to wider Administrative Team (provide input when necessary, towards the proactive and evolution of administrative advancements in general for the firm)
• Managing/submitting expense reports
• Being available for other duties as assigned

Doane Grant Thornton

If you’re a bit like us, you’re driven to connect with how others are feeling and thinking. Here we walk in others shoes before taking action. Just imagine being part of a team that puts “we before me”, where flexAbility is a mindset, and where you trust your colleagues to have your back. At Doane Grant Thornton, you’ll work with inspiring leaders who support your development, both personally and professionally. This is a place where your insatiable curiosity enables you to think, see and hear from a variety of perspectives, a place where every day is different and having the courage to grow is part of who you are. And when all this comes together, well that’s when the magic happens!

Want to learn more about who we are and how we live our purple every day? Read our colleagues’ stories at www.discoveryourpurple.ca

Think you’ve got what it takes to be an Administrative Assistant, Tax? Like the colour purple? Great. Here's a few more boxes we’re also hoping you can tick:

• 3+ years of administrative experience in a busy professional services environment; working with multiple projects and meeting (at times completing) tight deadlines.
• Diploma or certificate in administrative assistant program considered an asset
• High degree of attention to detail and commitment to high-quality work
• Demonstrated track record of working independently and collaboratively across various teams
• Strong initiative and eagerness to learn, with a continuous improvement mindset, and openness to feedback
• Business etiquette and a service-mindset
• Experience with CRM tools would be an asset
• Ability to balance multiple priorities, deadlines, and requests of multiple colleagues
• Strong multitasking, organizational and office administration skills
• Solid business acumen, pragmatism, and problem-solving skills
• Excellent verbal and written communication skills
• Microsoft 365 applications (Excel, Word, Outlook, Teams) and the ability to leverage digital productivity tools such as Microsoft Copilot and workflow automation solutions.
• Must be willing to work overtime periodically (typically March – June)

At Doane Grant Thornton we’re focused on making a difference in the lives of our clients, our colleagues and our communities. That’s our purpose. Or, as we like to say, living our purple.

This role is required to be onsite, in-office five days each week.

Are you ready to Discover Your Purple?

Doane Grant Thornton is committed to employment equity, human rights and respectful workplace principles throughout the life cycle of employment, including at the recruitment and hiring stages. We welcome applications from members of all equity deserving groups, including persons with disabilities, women, racialized and/or Indigenous applicants. Should you require accommodation in relation to the recruitment process, please notify us by emailing and we will work with you to meet your accommodation needs.