Administrative Assistant, Tax

RPMGlobal; Winnipeg; On-site; CAD 42,000 - 54,000; Full time

Job summary

Doane Grant Thornton is seeking an Administrative Assistant, Tax to support tax practitioners and contribute to a collaborative team. This role handles the assembly and filing of tax returns, manages electronic and paper client files, and coordinates invoicing and communications with clients and government agencies.

You will be onsite five days a week, supporting the administrative team and driving process improvements across the firm.

Qualifications

• 3+ years of administrative experience in a busy professional services environment.
• Diploma or certificate in administrative assistant program considered an asset.
• High degree of attention to detail and commitment to high-quality work.
• Experience with CRM tools would be an asset.

Responsibilities

• Assist tax practitioners with managing growing practices.
• Assemble and file personal, trust/estate, corporate tax and partnership returns (T1, T2, T3, T5013, etc.).
• Manage electronic and paper-based client files; file, fax, scan and photocopy.
• Prepare invoices to clients and respond to invoice queries.
• Facilitate liaison with clients, CRA and other government agencies as required.
• Proof documents and edit reports for Partners and Managers.
• Contribute to wider Administrative Team and drive improvements in administrative processes.
• Submit expense reports and be available for other duties as assigned.

Skills

Verbal communication

Written communication

Organization skills

Multitasking

Attention to detail

Independent worker

Team collaboration

Problem-solving

Continuous improvement mindset

Service mindset

Education

Diploma or certificate in administrative assistant program

Tools

Microsoft 365

CRM tools

Microsoft Copilot

Workflow automation

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 is 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?