Company: Keough O’Brien Shea Chartered Professional Accountants
Location of Work: Stratford, PE
Job Reference Number: #KB21
We offer a competitive package, including:
- Minimum of 30 hours/week
- Paid Vacation of 2 Weeks each year or 4% of salary
- Pay: $26.00 per hour
Duties
- Coordinate day-to-day office operations, including scheduling client meetings and maintaining calendars for senior accountants.
- Manage client files, ensuring confidential financial records and tax documents are properly organized and securely stored.
- Draft, proofread, and format correspondence, invoices, and internal memos for partner and staff review.
- Assist in preparing year-end reports, tax returns, and audit packages by compiling supporting documentation from clients.
- Answer incoming calls and emails, providing general information on services and directing calls to the appropriate accountant or manager.
- Track and replenish office supplies, maintain vendor accounts, and support in managing expense reports.
- Coordinate deadlines for client submissions, send reminders, and follow up to ensure timely receipt of required documents.
- Support onboarding of new clients by collecting identification, engagement letters, and other compliance documentation.
- Assist management in preparing presentations, proposals, and reports for clients and regulatory bodies.
- Provide administrative support for staff training sessions and internal meetings.
- Maintain office equipment logs, schedule servicing, and liaise with IT support for system-related issues.
Requirements
- Minimum high school diploma
- Minimum one year of experience in a similar role