Office and Client Service Coordinator

2 weeks ago


Scarborough, Canada Kevin Ball + Associates CPAs Professional Corporation Full time

**Job Overview**

We are seeking a detail-oriented and organized Office Coordinator to join our team. This role is essential in managing daily office operations, supporting financial processes, and ensuring smooth administrative workflows. If you enjoy variety, client interaction, and keeping things running smoothly, this could be the role for you

**What You'll Do**
- Manage the firm's work in process for personal, corporate, trust and bookkeeping clients
- Manage meetings and client and firm deadlines
- Communicate with clients to schedule meetings, follow-up for outstanding information and respond to their nquiries
- Prepare engagement letters and other letters to clients
- Assist with preparation of personal tax returns as well as submission of documents to CRA for pre and post assessment reviews
- Maintain client books (invoices, banking and credit card transactions, monthly reconciliations, prepare GST/HST returns, payroll remittances) using Quickbooks
- Assist with other office admin

**What We're Looking For**
- 1+ years of experience in administration, coordination, or client care (public accounting experience preferred)
- Excellent organizational skills with the ability to manage multiple tasks efficiently
- Strong communication skills and ability to work collaboratively within a team
- Experience with accounting software such as QuickBooks
- Tech savvy with Microsoft Office, Adobe and Docusign and willing to learn new software e.g. CCH iFirm
- Attention to detail and accuracy in data entry and record keeping
- Able to juggle multiple priorities and adapt to changing timelines
- Comfortable following established systems but always looking for ways to improve them

**Hours & Schedule**
- Approx. 40 hours/week, Monday-Friday
- Overtime during tax season (Feb-April)

**Why You’ll Love It Here**
- Small, close-knit team — your work really matters
- Variety every day — bookkeeping, admin, client interaction
- Hands-on learning in bookkeeping and tax
- Steady, in-person work environment

Interested?

Base Pay: $55,000.00-$60,000.00 per year

**Benefits**:
Dental care

Extended health care

Life insurance

Work Location: In person

Pay: $50,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Paid time off

Application question(s):

- How many years experience with Microsoft Office (Word, Excel and Outlook) do you have?
- How many years of project management/office coordination experience do you have?
- How many years of experience do you have with Quickbooks Online & Quickbooks desktop?

Work Location: In person



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