Tax Administrator
1 week ago
The Tax Administrator is a member of the Tax Department, reports to the Tax Director and contributes to the overall success of the Tax Department. The Tax Administrator collaborates with the Tax Team to ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.
**Responsibilities**:
- Provide administrative support to the Tax Department
- Compose and edit correspondence from the Tax Department to the CRA, clients, and internal team members
- Create proposals and engagement letters
- Generate various reports related to tax engagements as requested
- Manage tax engagements' monthly invoicing and work in progress (WIP).
- Assemble tax packages for personal, corporate, and trust returns
- Validate amounts on all documentation by cross-referencing returns prior to issue
- Review working paper files for sign-off on specific forms and documentation completion, including follow-up with Partners/Managers when not signed or completed
- In DT Practice, coordinate tax projects by updating project due dates, project assignments, project statuses, and follow-up with partners/managers and staff accountants
- Create various tax projects in DT Practice as requested
- Manage client and contact information in firm database (DT Practice)
- Ensure all Audit Shield clients are correctly setup and maintained in DT and on the Audit Shield website
- Maintain DT Portal for clients related to tax engagements
- Maintain and update client information in TaxCycle as needed
- Organize Tax Department meetings, including preparing agenda, reports, etc.
- Scan documents
- Ensure all tax files are up-to-date and organized
- Data entry, client mail-out assistance, and other general administrative duties as needed by the tax department
- Assist the tax team on various ad-hoc projects as assigned.
Qualifications and Requirements:
- Advanced working knowledge of Microsoft Office (Outlook, Word, Excel, and PowerPoint), Microsoft Teams, CaseWare, and Tax Cycle
- Excellent keyboarding accuracy
- Able to work under pressure and meet deadlines
- Must have excellent interpersonal skills and be able to liaise with clients, staff, and outside parties in a professional manner
- Must be organized and have the ability to multi-task
- A minimum of 2 years direct administrative experience within a public accounting firm, tax firm, bookkeeping firm
- Professional and clear communication skills; verbal and written
- Ability to exercise flexibility, initiative, good judgement/discretion, and strong attention to detail
- Strong problem-solving skills
- Must be able to work longer/extended hours between Feb - Mar, which may include some weekends
- Thank you in advance for your interest._
**Job Types**: Full-time, Permanent
**Salary**: From $52,999.00 per year
**Benefits**:
- Casual dress
- Company events
- Dental care
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- Paid time off
- Vision care
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Thornhill, ON L3T 1Z5: reliably commute or plan to relocate before starting work (required)
**Experience**:
- administrative experience within a public accounting firm: 2 years (required)
- tax firm, bookkeeping firm: 2 years (required)
- TaxCycle: 1 year (preferred)
- Microsoft Office: 1 year (preferred)
- project coordination: 1 year (preferred)
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