Executive Assistant

Baker Tilly; Guelph; On-site; CAD 50,000 - 70,000; Full time

Job summary

Baker Tilly GWD, a leading accounting firm, seeks an Executive Assistant to support partners by managing client communications, invoicing, and administrative tasks. The role offers growth opportunities in a supportive environment, emphasizing work-life balance, professional development, and community involvement.

Benefits

Extra paid time off during summer

Paid volunteer days

Performance bonuses

Professional development opportunities

Qualifications

• Minimum 2 years in accounting or related fields.
• At least 7 years of administrative experience, including supporting executives.

Responsibilities

• Managing action items post-year-end meetings.
• Coordinating client payments and scheduling meetings.
• Updating client records and drafting invoices for approval.

Skills

Effective written and oral communication

Process improvement skills

Proficiency with Microsoft 365

Proficiency with CaseWare

Proficiency with iFirm

Exceptional communication skills

Education

Bachelor’s degree in Business or a related field

Job description

Job Description: Executive Assistant at Baker Tilly GWD

Baker Tilly GWD is a leading midsize accounting firm with offices in Guelph and Elora. We provide value-added accounting, advisory, audit, and tax services to a diverse client base, including emerging businesses, private companies, not-for-profit organizations, professionals, and individuals. Our affiliation with Baker Tilly Canada and Baker Tilly International allows us to offer our team members extensive growth opportunities within an independent firm.

We are committed to creating a supportive and dynamic work environment, as evidenced by our 2021 Employer of the Year award. We promote a culture where employees can drive their potential through merit-based promotions, performance bonuses, professional development, and dedicated coaching. Additionally, we value work-life balance, offering extra paid time off during summer, and encourage community involvement with paid volunteer days and charitable initiatives.

Primary Responsibilities

The Executive Assistant will support assigned Partners by managing client communications, invoicing, maintaining records, and completing administrative tasks. Responsibilities include:

• Managing action items post-year-end meetings
• Coordinating roll-forward tasks and setting up jobs in our practice management system
• Updating client records and drafting invoices for approval
• Preparing engagement and year-end letters
• Coordinating client payments and scheduling meetings, including taking minutes
• Tracking and following up on client files and job deadlines
• Managing e-filing of key documents and planning team events
• Handling legal document follow-ups, investment information requests, and archiving

Candidate Qualifications

Technical Skills:

• Effective written and oral communication
• Process improvement skills
• Proficiency with Microsoft 365, CaseWare, and iFirm

Education:

• Bachelor’s degree in Business or a related field

Experience:

• Minimum 2 years in accounting or related fields
• At least 7 years of administrative experience, including supporting executives

Skills and Attributes:

• Exceptional communication skills

Application Process

If interested, please send your resume in confidence with the subject line 'Executive Assistant'. Baker Tilly GWD is an equal opportunity employer committed to diversity and inclusion. Accommodation requests are welcome throughout our recruitment process.