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An established CPA firm is seeking an Office Administrator to streamline daily operations, ensuring efficiency in their fully remote environment. The role involves managing client communications, document handling, and contributing to onboarding processes. Ideal candidates will have strong organizational skills, proficiency in office software, and a proactive attitude toward learning.
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Journey Tax Solutions Inc. (JTS) is a professional CPA firm specializing in providing quality tax advice and tax minimization strategies to our clients. We offer tax planning, tax filing as well as accounting services.
Overview:
We are seeking a detail-oriented and organized Office Administrator to join our team. The ideal candidate will oversee daily administrative operations, ensuring efficiency and compliance within the office environment.
This position is a fully remote position for candidates available to start immediately. Priority will be placed for candidates in the Greater Vancouver area - in person interview may be requested.
Roles and Responsibilities:
- Monitor general company inbox for client inquiries as well as general client communication
- Assist with drafting of office documents and invoices with template files and training provided
- Assist with finalization of client deliverables
- Assist in the onboarding process for new hires
- Organize and schedule meetings, appointments, and events
- Assist with process documentation, as deemed necessary
- Assist in technological advancement projects
- Experience in working with accounting firms is a plus
- Other ad-hoc tasks on as-requested basis
Requirements:
- Proficiency in MS365 and MS Office (Excel, Word and Powerpoint) - proficiency in Excel is a must
- Proficiency with PDF reader and editor
- Proven work experience as an Office Administrator, Office Assistant, or similar role
- Professional attitude and demeanor suitable for a professional office environment
- Excellent attitude with willingness to learn
- Strong organizational skills with a problem-solving attitude
- Excellent written and verbal communication skills
- Knowledge of office management systems and procedures
- Attention to detail and multi-tasking skills
- High school diploma; additional qualifications in Office Administration are a plus
- Knowledge with tax return and accounting software such as TaxCycle and Quickbooks is a plus
- Knowledge with electronic signature platforms such as Verifyle is a plus
- Criminal check records will be requested for the successful candidate
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