Tax Preparation/administration

2 weeks ago

Halifax, Canada Uptree HR Full time

This position involves tax preparation and administrative duties related to the operations of a tax-focused CPA firm. The duties are summarized below.

This position works under moderate levels of supervision from managers. The incumbent must be ordinarily available Monday to Friday during standard business hours (8:30 a.m. to 5 p.m. - an 8 hour day with a ½ hour break). Weekly hour requirements vary throughout the year; our busy season requires 48 hours per week (Monday to Saturday, mid-February to June) while the summer season only requires 35 hours per week (June to September). The remainder of the year is 40 hours per week. Overtime is occasionally but not regularly required beyond what is described above; overtime is a condition of employment.

This job description is a guideline only and the incumbent may be required to perform other duties, on an ad-hoc or permanent basis, for which the incumbent is qualified.

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**:
**Education**: Any post-secondary college diploma or university degree. Tax preparation experience is not required. Administrative experience is an asset.

**Required skills**:
Familiarity with Microsoft Office products;
Highly organized;
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;
Dedication to personal growth and learning both inside and outside the work environment;
Must be able to maintain confidentiality with organizational and customer information.

**Physical requirements**:
Lifting 20 lbs. (e.g. moving boxes of printer paper)
Completing repetitive motion tasks (e.g. filing or working on the computer)
Visual concentration (e.g. using the computer)

All work is performed in office. Position is not available remotely.

We're looking for
Core Skills
CRM Administrative Work Data Entry Microsoft Excel Working With Clients Tax Preparation
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

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