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Administrative Assistant, Scanning

3 months ago

Burlington, Ontario, Canada SB Partners Full time
SB Partners LLP is a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario.

For 49 years, SB Partners has served a diverse set of clients and is one of the leading independent CPA firms in the GTA.

Our primary client base is entrepreneurial, owner-managed businesses, high net-wealth, corporate subsidiaries and not-for-profit organizations.

Enjoy the rewards and possibilities of working with a team of dedicated, values-driven colleagues who support you and celebrate your accomplishments.

Your role will be integral in making a difference in the lives of the team and your clients, along with creating a positive impact in the community.

We are seeking a dynamic, smart, and service-oriented Administrative Assistant to join our A&A team for the 2024 tax season (March 4, 2023 to May 3, 2023).

Purpose of the Position

As a Administrative Assistant, Scanning you will focus on leveraging your administrative skills and basic knowledge of accounting principles in supporting the entire A&A Department to facilitate the efficient operation of the department during the high-volume tax season.

The role will involve ensuring the "Ultimate Client Experience" is provided, and showcasing your organizational qualities.
Key Responsibilities & Duties

  • Coordinating the intake of client documents
  • Scanning physical documents into the tax software
  • Quality management of paper and electronic files such as retrieval, storage and setup
  • General administrative duties including intake of client documents, management of mail, photocopying and scanning
  • Supporting the procedures for T1s, T3s, T4s, and T5, including logging in, collating, delivering, and filing of returns
  • Providing direct administrative support to entire team
  • Providing assistance during periods of team member vacations, illnesses and other absenteeism
  • Additional duties, as assigned

What you offer:

  • College diploma from Administrative/Executive Assistant program preferred
  • Proficient in MS Office computer programs (Word, Excel, Outlook)
  • Ability to prioritize workload and the flexibility to manage multiple tasks in a fastpaced environment
  • Excellent communication, interpersonal and organizational skills
  • Highly organized with fine attention to detail
  • Strong work ethic and ability to work in an environment requiring discretion and confidentiality
  • Capability of working with clients in a professional and confidential manner.

What we offer:

  • 6% vacation pay
  • Company Events & Swag
  • Casual Friday's
  • Standup Desks (inoffice)
  • 37.5 hour workweek minimum, up to 44 hour workweek as required to meet objectives and deadlines
Working Conditions and Physical Requirements

  • Sits at a desk for prolonged periods and works on a computer
  • Works effectively within an openconcept environment with distractions (phones, conversations etc.)
  • Is able to deal with working in a highstress environment with competing priorities, demanding deadlines, and interruptions
  • May work additional hours beyond the standard as required during late February, March, and April to assist/meet the firm's objectives and responsibilities to provide client service.