Senior Tax Services Support (Calgary)

Andersen Tax LLC; Calgary; Hybrid; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is on the lookout for a Senior Tax Services Support team member to enhance their Calgary office. This exciting role involves supporting the tax department's daily operations and delivering exceptional customer service to clients. The ideal candidate will thrive in a hybrid work environment, balancing office presence with remote work. With a commitment to professional development, the firm offers a comprehensive benefits package and a rewarding career path. If you're passionate about tax services and eager to make a significant impact, this opportunity is for you.

Benefits

Comprehensive Benefit Package

Educational Career Training

Flexible Work Environment

Qualifications

• 5+ years of administrative experience, preferably in a professional services firm.
• Strong proficiency in Microsoft Suite and database management.

Responsibilities

• Support the Tax team with high-quality client deliverables and data entry.
• Manage client files and ensure compliance with firm standards.
• Communicate with clients regarding deliverables and assist with mail.

Skills

Administrative Experience

Microsoft Suite

Adobe PDF Software

Database Management

Interpersonal Skills

Written Communication

Verbal Communication

Attention to Detail

Multi-tasking

Education

High School Diploma

Experience in Professional Services Firm

Tools

CCH Axcess

CCH iFirm

SharePoint

Job description

Andersen LLP is seeking a full-time Senior Tax Services Support team member to join our Calgary office. Reporting directly to a member of the tax team, the successful candidate will play a key role in supporting the day-to-day operations of our tax department and providing outstanding customer service to our clients.

We offer a comprehensive benefit package and educational career training to enhance professional development goals.

Overview

Andersen LLP is a member of Andersen Global, specializing in US and Canadian cross-border tax services with offices in Vancouver, BC and Calgary, AB. Best-in-class service, stewardship, independence, seamlessness, and transparency – are the five core values that define the talented employees at Andersen LLP. We are committed to hiring highly motivated individuals who desire to enhance their career and make a distinct impact. We aim to be the benchmark for quality in our industry and serve as the standard by which other firms are measured.

Andersen LLP offers a rewarding career path for exceptional individuals. We foster an environment based on learning and allow our employees to grow through hands-on work experience. If you want to be a part of a growing and exciting organization, then consider your opportunities with Andersen LLP – a name from the past, a firm for the future.

Duties

• Working independently and as a key team member to support the Tax team for all Service Lines to produce high quality client deliverables
• Entering client data and updating projects using our practice management software
• Taking initiative to self-assign tasks from tax request system
• Managing electronic and paper-based client files in compliance with Firm standards
• Organizing and saving signed tax documents
• Processing confidential material and preparing routine client correspondence
• Drafting invoices and client engagement letters
• Provide enhanced support for the tax team in their data entry tasks and ensure thorough verification of their results
• Tax package assembly and submission to tax authorities
• Communicating with clients regarding deliverables
• Assisting with managing incoming and outgoing mail/courier packages for client materials
• Assisting with entries and reporting in the CRM system
• Other related duties as required

Requirements

• Minimum of five years of administrative experience (experience in a professional services firm is helpful)
• Strong proficiency using technology, including Microsoft Suite, Adobe PDF software, SharePoint, and database management
• Familiarity with CCH Axcess, CCH iFirm, and electronic filing processes are an asset
• A positive and enthusiastic individual who works well independently and as part of a team
• Well-organized and great attention to detail
• Exceptional interpersonal skills
• Demonstrated ability to maintain the highest level of confidentiality
• Takes ownership of projects and tasks
• Strong written and verbal communication skills
• Ability to multi-task and handle various demands during busy periods, including season overtime as required

Additional requirements/information for applicants

• High speed internet connection to work effectively from home
• Applicants must be currently authorized to work in Canada

Andersen is a hybrid work environment. This position will require the successful candidate to be present in the office 3 – 5 days per week depending on the workload and time of year. There will be times when overtime will be required, especially around tax deadlines.

To be considered for this position, please apply with cover letter, including salary expectations and resume by April 11, 2025 to [e-mail].

Due to the high volume of applicants expected we are only able to contact those proceeding to candidate stage. Thank you for your interest in joining our team!