Office Administrative Assistant

Greet clients, answer telephone calls, and respond to email inquiries in a professional manner.

Schedule appointments and maintain calendars for tax professionals and management.

Prepare, scan, file, and securely maintain client tax documents and financial records.

Track CRA correspondence, filing deadlines, and client follow-ups.

Review client files and tax documentation for completeness prior to processing.

Prepare and format correspondence, reports, and other administrative documents.

Collect, organize, and verify client information and supporting documentation.

Enter and update client information in company software systems and maintain accurate records.

Assist with assembling, filing, and maintaining tax return packages and supporting documents.

Prepare invoices, process payments, and maintain related administrative records.

Maintain confidentiality of client information and ensure compliance with office procedures and CRA privacy requirements.

Maintain organized office filing systems and monitor office supply inventory.