Partner Administrative Assistant

Sb-Partners; Burlington; On-site; CAD 50,000 - 65,000; Full time

Benefits offered by this job

Vacation

Personal leave

RRSP/TFSA

Half-day Fridays

Office closure

Fitness stipend

Company events

Casual Fridays

Job summary

SB Partners LLP in Burlington, Ontario is seeking a proactive Partner Administrative Assistant to support Partners, Senior Managers, and Managers. You will handle calendars, prepare client deliverables, and maintain organized client files, ensuring timely delivery and high-quality service.

The role requires strong organization, discretion with confidential information, and excellent communication. A 37.5-hour week, generous vacation, and additional benefits are provided to support work-life

Qualifications

• Post-secondary education in Office Administration, Executive Assistant, or related discipline.
• Minimum 1 year of experience in administrative support or similar role; CPA firm experience is an asset.
• Proficiency in Microsoft Office applications: Word, Excel, Outlook.

Responsibilities

• Provide administrative support to the Partner and Audit & Assurance team, managing deadlines and client commitments.
• Coordinate Partner calendars, meetings, and materials.
• Prepare client correspondence, engagement letters, financial statements, and tax returns.

Skills

Communication skills

Organization

Attention to detail

Discretion

Teamwork

Problem solving

Education

Office Administration

Executive Assistant training

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

SB Partners LLP is a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario. For over 50 years, SB Partners has served a diverse set of clients and is one of the leading independent CPA firms in the GTA. Our primary client base is entrepreneurial, owner-managed businesses, corporate subsidiaries, and not-for-profit organizations.

Enjoy the rewards and possibilities of working with a team of dedicated, values-driven colleagues who support you and celebrate your accomplishments. Your role will be integral in supporting our Partners and Audit & Assurance team, enabling the efficient delivery of client services and contributing to a seamless, high-quality client experience.

We are seeking a proactive and client-focused Partner Administrative Assistant to join the team at SB Partners LLP.

Purpose of the position:

As a Partner Administrative Assistant, you will provide administrative and operational support to Partners, Senior Managers, and Managers to enable the efficient delivery of client services and day to day operations. This role supports the development and maintenance of strong client relationships through responsive, professional service, and seamless coordination of client engagements. The successful candidate will be highly organized, adaptable, and client-focused, with the ability to manage competing priorities while delivering exceptional service and maintaining a high standard of quality and professionalism.

Key responsibilities and Duties:

• Provide comprehensive administrative support to the Partner and Audit & Assurance team, ensuring deadlines, priorities, and client commitments are effectively managed
• Coordinate and manage Partner calendars, including scheduling meetings, managing conflicting priorities, arranging meeting logistics, and ensuring supporting materials are prepared as required
• Prepare and distribute client correspondence, engagement letters, financial statements, and other client deliverables in accordance with firm standards
• Collate, and assemble various financial documents, Canadian and U.S. personal and corporate tax returns, and other statutory filings including covering letters
• Monitor and track the status of projects and tasks in the appropriate software while proactively communicating any delays, outstanding items, and priority changes as needed
• Produce client invoices under direction of the Partner and assist with ensuring timely delivery of billing documentation
• Facilitate weekly workflow processes to support the timely completion of deliverables and workflow commitments
• Setup and maintain client files within the firm’s software applications and ensure appropriate documentation is retained in accordance with firm standards
• Complete E-Filing of tax returns and slips, as required
• Coordinate the delivery of final client packages and client sign off requirements
• Maintain organized paper and electronic filing systems, including the retrieval, storage, and setup of client files and documentation
• Respond to internal and external client communications in a professional and timely manner and assist in addressing inquiries, concerns, and requests
• Support clients with navigating CRA and client portal websites, as required
• Manage the intake of client documents and perform general administrative duties including mail processing, photocopying, scanning and document management
• Assist other administrative team members as required and provide coverage for reception and team member absences including vacations, illnesses, and other leaves
• Additional duties, as assigned

What you offer:

• Post secondary education in Office Administration, Executive Assistant, or a related discipline, preferred
• Minimum 1 year of experience in an administrative support, Partner Administrative Assistant, Executive Assistant or similar role; experience within a Public professional accounting firm is considered an asset.
• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
• Ability to effectively prioritize work, manage competing deadlines, and adapt to changing priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Highly organized with fine attention to detail and commitment to accuracy and quality.
• Professional interpersonal skills with the ability to build and maintain positive working relationships.
• Ability to work independently while contributing effectively within a team environment.
• Demonstrated problem solving skills and ability to exercise sound judgement.
• Ability to handle confidential and sensitive information with discretion.

What we offer:

• 3 weeks' vacation annually
• 40 hours of personal/family leave annually
• RRSP/TFSA Program
• Half Day Fridays in July and August
• Office Closure between December 24th-January 1st (in addition to your vacation time)
• Annual Fitness Stipend
• Company Events & Swag
• Casual Dress Fridays
• 37.5 hour workweek, additional hours beyond the standard as required during February, March, and April to meet objectives & deadlines

SB Partners LLP is an inclusive employer dedicated to building a diverse workforce. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise Human Resources to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

This posting is to fill an existing vacancy. The salary range for this role is $50,000 - $65,000 per year. Compensation within the posted range will be based on the successful candidate's qualifications, experience and skills.

We thank all applicants in advance for their interest, however, only those candidates selected for an interview will be contacted.