Office Secretary

2 weeks ago

Brantford, Canada Dely & Associates Inc. Full time

**The following is a description of expected duties and responsibilities**:

- Answer a multi-line telephone system and provide friendly service to clients
- Client onboard and offboard
- Prepare mail, professional letters, and faxes to Canada Revenue Agency (CRA), clients, lawyers, and various other professional contacts
- Job time review and invoice clients in QuickBooks Desktop
- Manage accounts receivable with a strong detail to collections
- Manage accounts payable with simple bookkeeping duties
- Manage all point-of-sale systems, bank deposits, and bank transfers
- Tax return log-ins, log outs and management of office workflow processes
- Schedule appointments and maintain daily office calendar
- Preparation and submission of CRA client personal, business and estate consent forms
- Cleaning duties of office
- Prepare, order and maintain office supplies
- Other administrative duties to the owner and staff

**Knowledge or exposure to the following areas is an asset, but not required**:

- Tax returns and notice of assessments
- CRA benefits and credits such as CPP, OAS, GIS, Trillium Benefit, GST/HST credit, Climate Action Incentive
- QuickBooks Desktop or QuickBooks Online
- Taxcycle or Profile

**Must have**:

- Valid Drivers license and a vehicle
- Looking for long-term employment
- A great attitude and a willingness to learn
- A high level of detail
- Experience with Microsoft Office, specifically Excel, Word, Teams and Outlook
- The ability to pick up on new computer programs easily

**Benefits**:

- Health Spending Account after 6 months of employment
- Company events, staff lunches, coffee/donut runs
- Travel allowance
- Paid training and tuition/professional development reimbursement
- A great work environment and a chance for professional growth in the accounting and tax industry

**Hours**:

- Monday-Friday 9am-5pm with a 1-hour lunch (see exceptions below)
- March and April: Monday-Wednesday 9am-6pm, Thursday and Friday 9am-5pm and Saturday 9am-12pm with additional overtime last few weeks of April
- July, August and September: some years we work half hour lunches Monday to Friday and take every other Friday off.

**Job Types**: Full-time, Permanent

Pay: $17.00-$19.00 per hour

**Benefits**:

- Company events
- Tuition reimbursement

Schedule:

- 8 hour shift
- Monday to Friday

Work Location: In person

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