Administrative Assistant

2 months ago


Burlington, Canada SB Partners Full time

SB Partners LLP is a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario. For 50 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.
Purpose of the Position
As an Administrative Assistant 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. The role will involve ensuring the “Ultimate Client Experience” is provided, and showcasing your organizational and leadership qualities.
Key Responsibilities & Duties
- Providing direct administrative support to entire team
- Overseeing the procedures for T1s, T3s, T4s, and T5, including logging in, collating, delivering, and filing of returns
- Creating and tracking projects into appropriate software
- Monitoring workflow and following up with team and clients
- Setting up and rolling forward CaseWare and TaxPrep files
- Printing and assembling various financial documents, corporate tax and other statutory returns including covering letters
- Quality control regarding visual presentation of financial statements
- Conversion of financial statements and other documentation as required into various formats for electronic presentation
- Composing and editing correspondence as required, including engagement letters
- E-Filing tax returns as required
- Quality management of paper and electronic files such as retrieval, storage and set-up
- General administrative duties including intake of client documents, management of mail, photocopying and scanning
- Assist with monitoring Partner calendars to coordinate with clients, book meeting rooms, and prepare materials as required
- Retrieving and uploading documents using CRA’s online portal
- Assistance to other administrative team members
- Providing assistance with reception relief
- 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
- Public professional accounting firm experience preferred
- Proficient in MS Office computer programs (Word, Excel, Outlook)
- Intermediate level of proficiency in technical computer skills required
- Ability to prioritize workload and the flexibility to manage multiple tasks in a fast-paced 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.
- Reception experience considered an asset
- Has transportation available as some travel may be required

**What we offer**:

- 3 weeks vacations annually
- RRSP/TSFA Matching program
- 40 hours of personal/family leave annually
- Half Day Friday's in July & August
- Office Closure between December 25th-January 2nd (in addition to your vacation time)
- Annual Community Day
- Health Benefits
- Annual Fitness Stipend
- Company Events & Swag
- Casual Friday's
- Hybrid Working Environment
- 37.5 hour workweek typically, additional hours beyond the standard as required during February, March, and April to meet objectives and deadlines

Working Conditions and Physical Requirements
- Works effectively within an open-concept environment with distractions (phones, conversations etc.)
- Is able to deal with working in a high-stress 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.



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