Administrative Assistant

1 week ago

Red Deer, Alberta, Canada Cory G Litzenberger Professional Corporation Full time

Administrative Assistant - Contract Term (Maternity Leave)
We have an upcoming opening for a
Maternity Leave Term Position:

  • with possibility of staying on with firm growth
  • on-site in our new modern office in Gasoline Alley

Multiple Award-Winning Red Deer CPA Firm is Now Hiring
Do you have what it takes to be the Best of Red Deer again and again?


CGL TAX is accepting resumes for an upcoming maternity leave term position working on-site in our Red Deer office to service our clients.


The
latest anticipated start date would be September 11, 2023, and casual hours prior to that date may be available.


All of our team is involved in the hiring process because we want everyone to have a say in who they will be working alongside every day.

_We can't pick our family, but wouldn't it be nice if we could all pick our co-workers?_


Responsibilities will vary based on your specific skill set, however, preference will be given to those with experience in customer service and ability to create document automations, macros, and templates for the entire office to use using Microsoft products like Word and Excel.


The biggest responsibility will be bringing a positive attitude to the workplace and assisting all your co-workers while working in an extremely positive and flexible team environment.


Did you know?
Alberta Minimum Standards only list 9 General holidays (aka Stats). While our team members get 14.5 of these a year?


Recently, thanks to our incentive programs, and generous paid leave our permanent staff could still have had 8% less starting base wage than a traditional firm and still make more monetary compensation per hour of work.


  • More money _
    _and__ fewer hours of actual work?_

Yes, at CGL Tax, it is possible.

  • Boring stuff... I mean _

Job Duties

  • Provide administrative support and assistance to the production team with client records, gathering and sorting information, personal tax returns and other tax compliance slips ensuring compliance with government standards.
  • Organizing, scanning, and converting paper documents into electronic format.
  • Engage and follow up with clients to improve Interact with clients to request additional information.
  • Build client relationships, through your interaction, care and support through our_ CGL Business-Class Experience_ service model.
  • Maintain and update contact information of clients, vendors, colleagues, and referral sources.
  • Provide internal administrative support duties like scanning and sorting client records as a key member of the production team
  • Responsibility for incoming and outgoing mail and packages.
  • Navigate personal tax returns, GST, and other tax compliance (T4 and T5 slips) to aid in providing valuable information to the team upon request while ensuring compliance with government standards
  • Collaborate with production team prior to the commencement of client work to discuss roles, responsibilities, and deadlines
  • Work with multiple accounting software packages and provide support in gathering information from them or for them
  • Develop a thorough understanding of CGL Tax services, businesses, and industry
  • Contribute to the development of new ideas and assist in the implementation to improve work processes
  • Investigate and correct discrepancies/irregularities in outgoing letters and documents, and reports, like names, addresses, spelling errors, etc. before they are sent.
  • Respond to client questions and queries where possible
  • Raise identified technical issues with the engagement manager
  • Update colleagues on the progress of clients in your workflow on a regular basis
  • Collaborate with other staff members to effectively work together in order to achieve team success
  • Assume responsibility and be selfdriven to identify risk areas in a file and meet timepressured regulatory deadlines
  • Work with and have a quick ability to learn several different types of software packages (including ones you may not have used yet) and provide support to clients
  • You still there? We're almost through the boring stuff _

Experience and Education Requirements

  • Experience of at least 2 years of customerfacing administrative experience in a deadlinedriven environment
  • Formal Office Administration and/or Business Administration training (Certificate or Diploma) is preferred.
  • Solid understanding of business and accounting principles
  • Additional Preference will be given to formal bookkeeping, accounting, or computer programming training.
  • Advanced computer literacy and proficiency to learn new software quickly
  • Advanced skills in Microsoft Excel, Word, and Outlook are an asset.
  • Experience working with multiple bookkeeping software packages both online and on desktop including Xero, Sage50, and QuickBooks
  • HubDoc, WagePoint, TaxCycle, DoxCycle, CaseWare, SharePoint, Power Automate, PowerPoint, FormStack, MailChimp, Adobe Acrobat, Adobe Illustrator, Adobe PhotoShop, Citrix ShareFile, RightSignature,

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