Senior Administrative Assistant – Client & Tax Operations

Doane-Grant-Thornton-LLP; Kamloops; Hybrid; CAD 50,000 - 67,000; Full time

Benefits offered by this job

Profit sharing

Flex days

RRSP contributions

Firmwide holiday closure

Wellness benefits

Concierge-like benefits

Work from anywhere in Canada in the夏 4

Job summary

Doane Grant Thornton in Kamloops is seeking a Senior Administrative Assistant to support Assurance and Tax teams with proactive client service and precise document preparation. You will manage client invoicing, WIP reporting, and filing coordination while maintaining CRM records and confidentiality.

The role requires 5+ years in a busy professional services setting and proficiency in Microsoft Office. Experience with CaseWare and TaxPrep is an asset, and flexibility to work extra hours during

Qualifications

• 5+ years of administrative experience in a busy professional services environment.
• Experience supporting accounting, bookkeeping, tax preparation, or financial statement processes; CaseWare and TaxPrep are assets.
• Strong organizational and prioritization skills with multiple deadlines in a fast-paced environment.
• Exceptional communication skills with a professional, client-focused approach to written and verbal interactions.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint).
• Strong problem-solving skills, sound judgment, and initiative.
• Ability to work independently while collaborating across teams and maintaining confidentiality.
• Experience with CRM systems or Microsoft Dynamics 365; willingness to learn.
• Flexibility to work additional hours during peak periods to meet client needs.

Responsibilities

• Provide proactive administrative support to Assurance and Tax teams, acting as a key liaison for clients and helping deliver an exceptional client experience.
• Prepare, edit, and proofread professional client communications, reports, proposals, and financial documents to ensure accuracy and quality.
• Prepare financial statements and support the successful delivery of year-end engagements through file administration, CaseWare management, and tax filing coordination.
• Coordinate and manage client invoicing, billing administration, WIP reporting, and engagement-related documentation.
• Maintain client records and CRM systems, including new client and engagement setup and monitoring opportunities and leads.
• Manage CRA-related filings and correspondence, ensuring accuracy, compliance, and clear communication with clients.
• Respond to and triage client inquiries, proactively following up on requests and supporting Partners and Managers with client communications.
• Coordinate client meetings, Partner calendars, internal events, professional development sessions, and other office activities.
• Track engagement deadlines, prepare PBC ( Prepared By Client ) requests, and support teams in ensuring timely completion of client work.
• Provide general administrative support, including expense processing, meeting coordination, and other duties as required.

Skills

Administrative experience

Organizational skills

Communication skills

Microsoft Office

Problem-solving

Independence & teamwork

CRM systems / Dynamics 365

Overtime flexibility

Tools

CaseWare

TaxPrep

Microsoft Dynamics 365

Job description

Doane Grant Thornton in Kamloops is seeking a Senior Administrative Assistant to support Assurance and Tax teams with proactive client service and precise document preparation. You will manage client invoicing, WIP reporting, and filing coordination while maintaining CRM records and confidentiality.

The role requires 5+ years in a busy professional services setting and proficiency in Microsoft Office. Experience with CaseWare and TaxPrep is an asset, and flexibility to work extra hours during