Senior Tax Administrative Specialist

RPMGlobal; New Brunswick; On-site; CAD 45,000 - 60,000; Full time

Job summary

Doane Grant Thornton is seeking a Senior Administrative Assistant, Tax, to support senior tax practitioners in Saint John NB. The role emphasizes client-ready document preparation, data entry in D365, and billing/reconciliation tasks.

You’ll ensure timely delivery of tax packages and maintain professional communication with clients. Onsite five days a week, you’ll collaborate with the Tax team, coordinate meetings, and help develop internal processes while upholding confidentiality and high

Qualifications

• Completion of an Office Administration program or 2-4 years in an administrative role
• Minimum high school diploma required
• Proficiency in Word, Excel, Outlook, and PowerPoint with ability to learn Firm software (TaxPrep, CaseWare, Visio)
• Excellent organizational and multitasking abilities
• Strong communication and interpersonal skills
• Knowledge of CRM (Microsoft Dynamics D365) desirable
• Able to meet tight deadlines and maintain confidentiality
• Willingness to work overtime and be onsite five days a week

Responsibilities

• Work directly with Practitioners to help manage their growing practices
• Schedule, liaise, and communicate with clients to prepare information ahead of meetings and deadlines
• Receive, distribute, respond to mail, email, calls, reports, ensuring follow-up actions to meet deadlines
• Prepare letters and reports using Firm templates and verify quality
• Assemble and file tax packages and elections for clients with electronic/in-person signatures
• Enter and maintain client data using Microsoft Dynamics 365, create jobs, archive
• Manage billing process, draft and send invoices
• Prepare and track expense submissions
• Backup reception coverage
• Participate in development of internal systems and processes
• Coordinate internal and external meetings, room bookings, video conferences, events
• Additional responsibilities as assigned

Skills

Strong communication

Multitasking

Attention to detail

Word

Excel

Outlook

PowerPoint

CRM (Dynamics 365)

Education

Office Administration program

High school diploma

Tools

TaxPrep

CaseWare

Visio

Microsoft Dynamics 365 (D365)

Job description

Doane Grant Thornton is seeking a Senior Administrative Assistant, Tax, to support senior tax practitioners in Saint John NB. The role emphasizes client-ready document preparation, data entry in D365, and billing/reconciliation tasks.

You’ll ensure timely delivery of tax packages and maintain professional communication with clients. Onsite five days a week, you’ll collaborate with the Tax team, coordinate meetings, and help develop internal processes while upholding confidentiality and high