Executive Assistant

**We are a leading firm of chartered accountants and professional advisors serving entrepreneurial people and organizations. We offer a broad range of professional services all designed to accomplish one goal: to help our clients pursue opportunities, navigate challenges, create value and leave a meaningful legacy.**

**We strive to help everyone on our team achieve their professional and personal goals through an inclusive environment that values everyone’s contributions, appreciates diversity of thought, fosters growth, and provides continuous opportunities for development.**

**We are currently seeking an individual with a positive “can do” attitude, excellent interpersonal and communication skills, who acts with discretion and has the ability to manage multiple demands in a fast-paced environment.**

**The main responsibility of this role is to support the U.S. Tax team in routine administrative matters and assist in providing exceptional service to clients.**

**Roles and Responsibilities**
- Provide day to day administrative support to U.S. Tax Partner and U.S. tax team.
- Manage partner calendar, and schedule external and internal client meetings ensuring best use of time and efficiency.
- Finalize letters, memos, and presentations as required.
- Effectively manage and execute verbal and or written requests by partner including contacting clients or other professionals.
- Track all documents including client files as they arrive.
- Prepare client packages for delivery
- Maintain tax tracking database to ensure returns are completed on a timely basis.
- Monitor status of all U.S. tax returns
- Prepare reports as required
- Set up new clients
- Assist with the preparation of letters and invoices
- E-file tax returns
- Prepare faxes and various correspondence to federal and state authorities
- Assist in obtaining IRS and State tax transcripts
- Maintain and update client lists
- Other administrative tasks as requested
- Ensure timely response to all client inquiries
- Manage the flow and content of information while maintaining strict confidentiality while adhering to strict deadlines

**Professional and experience requirements**
- Dedicated and motivated with the ability to provide exceptional client service.
- Proficient in Microsoft Office tools.
- Familiarity with CCH Axcess and CCH Taxprep is an asset.
- Professional demeanor and proven ability to manage sensitive situations with tact and diplomacy.
- Excellent communication skills both oral and written.
- Excellent project management abilities.
- Proven organizational skills and ability to monitor multiple projects and priorities including progress against deadlines and budget

**What you can expect**:

- Certified Great Place to Work
- Voted Best Workplace Managed by Women 2021 by Great Place to Work
- Employee Benefits
- 3 weeks vacation, lieu days, flex hours, summer hours
- Professional Development opportunities
- Team socials
- Dynamic company culture

**Salary range**: $50,000.00 - $60,000.00 per year.

**Salary**: $50,000.00-$60,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Paid time off
- Vision care

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay
- Overtime pay

Ability to commute/relocate:

- Oakville, ON: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Administrative: 2 years (required)

**Language**:

- English (required)

Work Location: Hybrid remote in Oakville, ON