Audit Assistant
1 month ago
**Position**: Audit Assistant
**Team**: Audit & Advisory
**Reporting to**: Audit Partners, Senior Managers & Managers
**Position Type**: Full-time, Permanent
**Work Location**: Yonge and St Clair. Please note this position is a hybrid position.
**Position Summary**
The Audit Assistant provides a broad range of administrative tasks and organizational support to the Audit & Advisory team.
**Principal Duties and Responsibilities**:
- Provide senior level administrative support to Partners, Managers & Professional staff
- Issuing conflict checks and inputting and maintaining client information in CRM
- Prepare for yearend by creating Caseware files for new clients, rolling forward Caseware files and tax returns, drafting engagement letters, making sure comparative figures in financial statements agree with issued prior year financial statements
- Importing trial balances
- Preparing T4 & T5 returns and NIL returns
- Perform lock down and documentation procedures for all audit files
- Process client related charges for financial statements and T2 charges.
- Keep track of upcoming client year ends and monitor and maintain deadlines in Mavenlink
- Follow up client-signed forms and statements.
- Format, edit and assemble financial statements and related correspondence
- Print/assemble tax packages and process e-returns
- Conduct quality review (accuracy, completeness, appearance) of outgoing correspondence
- Organize and coordinate internal & external meetings, etc.
- Organize and coordinate T1 processing review requests from Canada Revenue Agency
- Organize client gift baskets, and other client relations initiatives, working with marketing as required
- Print WIP, draft and send out invoices
- Maintain up-to-date contact information and directories for Partners
- Assist and coordinate various client-related projects
- Assist partners and managers with client meeting presentations as required
- Liaise with Canada Revenue Agency on various client issues
- Prepare expense reports
- Other administrative duties as assigned
**Qualifications**:
- Must be able to work with numbers
- Ability to understand basic accounting
- Well organized, detail-oriented, and self-motivated with strong prioritizing and follow-up skills
- Must have strong interpersonal skills and able to liaise with clients, staff and outside parties
- Excellent verbal and written communication skills
- Proven editing and proof-reading skills
- Ability to work independently and as part of a team with input from many stakeholders
- Ability to cope in a deadline-driven environment Available to work overtime, when required
**Education and/or Experience**:
- University degree/College Diploma an asset
- 2-4 years administrative experience
- Experience working in a professional office environment
- Must have extensive experience dealing with professionals of all levels
- Previous experience with Caseware, Caseview, and Taxprep is considered an asset
- Proficient with Microsoft Office Applications such as Word, Excel, PowerPoint, & Outlook
- accommodation will be provided in all parts of the hiring process, please advise us in advance. How do we build a culture of belonging? Learn more here.
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