Tax Administrator

5 months ago

Halifax, Canada Unbordered Tax Inc. Full time

We are looking for a Tax Administrator to join our growing team. This role involves tax preparation and administrative duties related to the operations of a tax-focused CPA firm.

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What you'll do

**Responsibilities**:
Data entry into various software programs, especially Excel and tax preparation software
Scanning and filing client paper and electronic records
Interacting with clients, investment advisors and accountants to gather and to send relevant client information
Verifying timesheets entered into time and billing system
Maintaining financial records and interacting with bookkeeper
Arranging for payment of payables
Billing and collecting
Depositing payments and recording
Taking mail to Canada Post location
Fielding client questions about onboarding or client service issues
Maintenance and updating of CRM and project tracking lists
Scheduling client meetings
Ordering/picking up office supplies

What you'll need

**Qualifications**:
Post-secondary college diploma or university degree.
Tax preparation experience is not required.
Administrative experience is an asset.
Familiarity with Microsoft Office products;
Must be highly organized with exceptional clerical accuracy and the ability to self-review to ensure a low error rate
Able to prioritize tasks while remaining flexible to change
Ability to manage time efficiently
Effective customer service leadership and teamwork skills
Excellent communication and active listening skills
Problem-solving and negotiation skills
Must be self-motivated and able to work independently;
Preference will be given to those dedicated to personal growth and learning
Must be able to maintain confidentiality with organizational and customer information.
Must be able to physically lift 20 lbs (paper boxes)

Must be available to work Monday to Friday, between 8:30am and 5pm, weekly hour requirements vary throughout the year. This would result in more hours (~48hrs/week) during our busy season (mid-February to June) and less hours (~35hr/week) during our summer season. The remainder of the year is 40 hours per week but overtime may be requried. All work is performed in office. Position is not available remotely.

A little bit about us
Unbordered Tax Inc.

Unbordered provides cross-border tax services to clients throughout North America.

We are not a full-service firm. Instead, we focus on our core competency - providing advisory and compliance services to individuals and businesses with Canadian/U.S. cross-border complications. Essentially, you qualify to be a client if your tax situation involves more than one country.

We aim to keep things simple for our clients, to work efficiently through streamlined processes and systems, and to offer great value and quality service. Our clients dread tax season a lot less.

Are you interested?
Work With Us

We offer competive compensation and an opportunity to work within a high growth organization. Our focus on personal and professional development is a key priority.

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