Executive Assistant - Tax Team

Baker Tilly KDN LLP; Courtice; On-site; CAD 60,000 - 80,000; Full time

Job summary

Baker Tilly KDN LLP seeks an Executive Assistant for their Tax team in Courtice. The role involves managing schedules for senior Partners, coordinating client interactions, and ensuring smooth operational workflows. This is a permanent, full-time position with growth opportunities in a reputable advisory and accounting firm. The successful candidate will enjoy a range of benefits, competitive compensation, and a supportive team environment.

Benefits

Flex time and banked overtime program

3 weeks paid vacation to start

Challenging and varied assignments

Ongoing training and support

Competitive compensation

Comprehensive health and dental benefits

Enhanced mental health benefits

Wellness subsidy

RRSP matching program

Friendly working environment

Qualifications

• 10+ years in progressive administrative roles.
• 2+ years in an executive assistant role supporting senior leader.
• Expert knowledge of the professional services environment.

Responsibilities

• Manage the calendars of the Partners and schedule meetings.
• Coordinate travel arrangements and expense reports.
• Assist with onboarding new clients and prepare proposals.

Skills

Communication

Problem Solving

Presentation Skills

Client Relationship Management

Education

College Diploma

Bachelor’s degree

Tools

Office 365

Job description

We are looking for an Executive Assistant to join our Tax team in our Courtice (with support to our Cobourg) office—bring your ambition and shape what comes next.

Be part of something bigger. Build with us today — Now. For tomorrow.

At Baker Tilly, we care about the impact you make.That’s why we’re invested in your growth from day one—because the steps you take today define your tomorrow.

We are looking for an Executive Assistant to join our Tax team—a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference—for our clients, our communities, and one another.

Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.

“There is no limit to the growth opportunities at Baker Tilly. We pride ourselves on promoting talent when we see it, and work with each professional to define what success means for them.”

Your role:

As an Executive Assistant at our accounting firm, you will play a vital role in ensuring that the Tax Partners' workflow runs smoothly and supporting high-level executives in their day-to-day responsibilities. This role is crucial in ensuring efficiency, timeliness and and effective communication in helping the firm's leadership stay organized, manage workloads effectively and maintain smooth operations. Responsibilities include:

• Managing the calendars of the Partners, scheduling meetings, client appointments, and ensuring there are no scheduling conflicts.
• Coordinate travel arrangements and expense reports.
• Managing Partner emails, phone calls, and other communications, ensuring important messages are prioritized and responses are timely.
• Onboarding new clients, including preparing proposals, assist with gathering the information/documentation needed from clients for set up, preparation of engagement letters and obtaining signatures and coordinating CRA access.
• Serving as a point of contact for clients, scheduling meetings, answering inquiries orbasic questions about services.
• Helping maintain strong client relationships.
• Managing client WIP, preparing client invoices and coordinating efforts with the engagement teams.
• Preparing important documents, presentations, and internal reports, ensuring they are well-organized, accurate, and meet the firm's standards. Including assisting with tax returns, financial statements.
• Assisting with various firm projects, such as tax season preparations (ex: proactively contacting clients for year-end documents, etc.), basic T1 audit requests, placing calls to CRA, etc.
• Conducting detailed research as required.

What you bring to the table:

• 10+ years in progressive administrative roles
• 2+ years in an executive assistant role, supporting senior leader, preferred
• Bachelor’s degree an asset, College Diploma required
• Expert knowledge of professional services environment, public accounting firm experience an asset
• Expert with Office 365
• Resourceful with exceptional communication and problem-solving skills
• Strong presentation and client relationship management skills

What’s in it for you?

• Flex time and banked overtime program (say hello to summer Fridays off)
• 3 weeks paid vacation to start
• Challenging and varied assignments
• Ongoing training and support
• Competitive compensation
• Employer paid benefits package including comprehensive health and dental starting from day one
• Enhanced mental health benefits
• Wellness subsidy
• RRSP matching program
• A leadership team committed to your success
• A professional, fun and friendly working environment

Where you'll work: Courtice, with travel to our Cobourg office as needed. Mileage will be paid for interoffice travel.

Job Type:Permanent, Full-time

Qualified and interested applicants should apply by July 21, 2025.

When you join Baker Tilly, you become part of something bigger—an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future. If you’re ready to make an impact, we’re ready to meet you.

We are committed to transparency in our hiring process. Please note the following information regarding this job posting:

Position Status: Existing Vacancy. This job posting is for an existing vacancy within our organization. The position has become available due to a retirement, and we are actively seeking a qualified candidate to fill this role.

We offer a competitive remuneration package based on experience and qualifications. If you are a qualified candidate, please apply now. While we appreciate all applications, only candidates selected for an interview will be contacted.

Baker Tilly is an equal opportunity employer dedicated to fostering, supporting, and celebrating a diverse workplace. Upon request, we will accommodate accessibility needs throughout the recruitment and selection process and for our staff. Please let us know during the application process.

#PeopleFirst