Senior Office Coordinator
2 weeks ago
About Baker Tilly
Baker Tilly is a leading midsize accounting firm with a strong presence in the industry. Our locally owned firm makes a significant impact with value-added accounting, advisory, audit, and tax services.
Our Services
We serve clients at all stages of their development, from emerging and owner-managed businesses to large private companies, not-for-profit organizations, professionals, and individuals. Our team has a long-standing reputation for providing high-quality, personalized services across a broad range of industries.
Our Network
We draw on the specialty services provided across the Baker Tilly Canada network and globally through our affiliation with Baker Tilly International. This offers the best of both worlds, allowing us to be part of an independent firm while providing opportunities for unlimited growth.
Our Commitment
We recognize that our success is closely tied to the success of our people. We strive to create a firm that everyone wants to work at, and our commitment to this goal was recognized by winning the CWCC 2021 Employer of the Year award.
What We Offer
We encourage everyone to be true to their values and ambitions by:
- Driving Your Own Potential
- Merit-based promotions and uncapped growth opportunities
- Individual performance-based annual bonuses
- Comprehensive benefits package
- Professional development budget
- Dedicated Coach to support development and career advancement
- Enjoying More Time Away from the Office and Work-Life Balance
- Three weeks starting vacation
- Two additional weeks of paid time off during the Summer months
- Giving Back to the Community
- Three paid days off to volunteer
- Local charitable initiatives
- A commitment to help you achieve your personal goals outside work
Your Primary Responsibilities
The Executive Assistant is responsible for supporting their assigned Partner(s) by liaising with clients, timely invoicing, maintaining client records and databases, and performing assigned administrative tasks.
- Administer action items after year-end meetings
- Coordinate roll-forward tasks
- Set-up jobs in practice management system
- Update client records
- Draft invoices for approval and issue to client
- Review and prepare engagement letters
- Review and update year-end letters
- Coordinate clients needing to make corporate tax, HST, or other payments
- Schedule meetings and take minutes when appropriate
- Proactively track down client files that have not yet been submitted
- Monitor jobs and follow up to completion
- Monitor efiling of all key jobs (T1s, T2s, T1135, other) to meet deadlines
- Proofread letters/emails
- Plan team/training events
- Pull files and search archives for historical data
- Issue documents and forms for electronic signature
- Follow up with lawyers on draft/final legal documents
- Request investment info from advisors
- Review team workflow; Missed/upcoming deadlines
- Pull and securely send information to clients/advisors from CRA online
Requirements
A successful candidate will have:
- Technical Skills
- Effective and professional written and oral communication
- Manage executive workflow
- Process improvement skills
- Microsoft 365
- Familiarity with CaseWare and iFirm
- Qualifications and Attributes
- Education:
- Bachelor's degree in Business, or a related field
- Experience:
- Minimum 2 years of experience in accounting or related fields
- ≥7 years of administrative experience, with at least three years supporting executives
- Skills and Qualities:
- Attention to detail
- Exceptional communication skills – written and oral
- Education:
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