Administrative Partner Liaison

2 months ago

Elora, Ontario, Canada Baker Tilly Full time

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 are committed to creating a firm that everyone wants to work at. Our success goes hand in hand with the success of our people, and we strive to provide a supportive and collaborative work environment.

Benefits

We offer a comprehensive benefits package, including:

  • 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;
  • Three weeks starting vacation;
  • Two additional weeks of paid time off during the Summer months;
  • Three paid days off to volunteer;
  • Local charitable initiatives;
  • A commitment to help you achieve your personal goals outside work.

Job Responsibilities

The Executive Assistant is responsible for supporting their assigned Partner(s) by:

  • Administering action items after year-end meetings;
  • Coordinating roll-forward tasks;
  • Setting up jobs in practice management system;
  • Updating client records;
  • Drafting invoices for approval and issue to client;
  • Reviewing and preparing engagement letters;
  • Reviewing and updating year-end letters;
  • Coordinating clients needing to make corporate tax, HST, or other payments;
  • Scheduling meetings and taking minutes when appropriate;
  • Proactively tracking down client files that have not yet been submitted;
  • Monitoring jobs and following up to completion;
  • Monitoring efiling of all key jobs (T1s, T2s, T1135, other) to meet deadlines;
  • Proofreading letters/emails;
  • Planning team/training events;
  • Pulling files and searching archives for historical data;
  • Issuing documents and forms for electronic signature;
  • Following up with lawyers on draft/final legal documents;
  • Requesting investment info from advisors;
  • Reviewing team workflow; missed/upcoming deadlines;
  • Pulling and securely sending information to clients/advisors from CRA online.

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