Administrative Assistant

5 months ago

Ottawa, Canada MKP Professional Corporation Full time

Administrative Assistant - Join Our Fast-Paced Accounting Team in Ottawa

Are you looking for a dynamic administrative support role in a fast-paced accounting firm? Look no further At MKP, we're dedicated to delivering exceptional service to our clients, and we're seeking an Administrative Assistant to play a pivotal role in supporting our accounting team and clients.

Experience Requirements:

- Familiarity with CRA systems and processes.
- Previous experience in an accounting or law firm environment with knowledge of corporate, personal, and trust accounting/tax.
- Proficiency in Microsoft Office Products (Outlook, Excel, Word).
- Familiarity with Caseware Working Papers.
- Experience with video tools such as Teams Meeting or Zoom.
- Knowledge of Adobe Pro or Adobe Acrobat.
- Average typing speed of 50-60 words per minute.
- Comfort and confidence in using various forms of new technology.
- Familiarity with TaxPrep or CCH iFirm (not required).
- Experience with ScanSnap hardware.

Job Roles and Responsibilities Throughout the Year:
As an Administrative Assistant at MKP, your responsibilities will include:

- Serving as the first point of contact for clients, with a strong focus on exceptional client service.
- Setting up new jobs in CCH iFirm, updating job statuses, and closing completed jobs.
- Assisting clients and encouraging them to sign up for our secure online portal.
- Ensuring client information is updated and maintained in the firm's CCH iFirm database.
- Monthly maintenance of a list and contacting corporate clients as a reminder to submit their year-end records.
- Obtaining and downloading information from CRA's website on behalf of clients or the accounting team.
- Assisting the accounting team in filing tax returns and submitting documents by fax, mail, or online.
- Compiling and organizing required documents for the accounting team prior to the start of their work.
- Contacting CRA on behalf of clients or the accounting team via phone or online.
- Assisting accountants with client outreach during year-end engagements and serving as a point of contact during preparation as needed.
- Setting up year-end files for preparation, including rolling forward files, preparing engagement letters, receiving client documents, and scanning records.
- Sending out completed year-end files and collecting required signatures.
- Scheduling and coordinating year-end meetings between the accounting team and clients.
- Ensuring signed year-end packages are uploaded into Caseware Working Papers and preparing files for lockdown.
- Assisting clients in E-filing corporate tax returns, personal tax returns, trust returns, GST/HST returns, WSIB returns, T4/T5 returns, and other CRA prescribed forms.
- Handling invoicing and job closure.
- Collecting and logging payments.
- Maintaining the electronic file system and paper records as necessary.

Personal Tax Season:
During the tax season (February to April), your responsibilities will adapt to assist the team and clients with tax-related tasks. These responsibilities include:

- Scanning in tax return records dropped off by clients.
- Assisting the team in sending out our annual T1 checklist reminders.
- Coordinating with clients' financial planners and others to collect investment-related information.
- Assisting with CRA downloads from online into TaxPrep T1.
- Updating and maintaining CCH iFirm for accurate status updates.
- Managing tax returns out for signing and ensuring receipt of signed tax records.
- Handling the movement of signed tax returns from the client portal to the client job and then E-filing.
- Scanning in signed tax returns into CCH client job and then E-filing.
- Printing tax returns and scheduling clients to come into the office to sign.
- Closing CCH Tax jobs.

At MKP, we value your dedication and commitment to delivering top-notch service. If you're ready to be part of a dynamic team and contribute to our clients' success, we encourage you to apply

Flexible Language Requirement:

- French not required

Application question(s):

- Are you able and willing to multi-task in your role and stay organized?
- Are you outgoing, personable, and approachable to team members and clients?

Work Location: In person

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