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Client Service

2 weeks ago

Burlington, Canada Bateman MacKay LLP Full time

Full-time | In-Office | Permanent

**Who You Are**

You’re organized, adaptable, and thrive in roles where client service and operational coordination go hand in hand. You take pride in delivering great experiences, staying ahead of deadlines, and supporting a team that values professionalism, care, and initiative.

**What You’ll Do**

As our Client Service & Office Coordinator, you’ll provide key administrative support to Partners and the Administrative team while helping to ensure seamless day-to-day operations. This is a full-time, in-office role based in our Burlington location, with your time equally split between client service and reception/office coordination.

You’ll be involved in everything from supporting tax and assurance workflows to managing front desk interactions, helping us meet deadlines, and ensuring our internal operations run smoothly.

Full training is provided. Experience in accounting or tax is a bonus but not required.

**About Bateman MacKay LLP**

At Bateman MacKay, we believe in Numbers Plus. The numbers are what we do — the “plus” is everything else we offer our clients and our team members.

We’re a mid-sized firm that delivers high-quality accounting, tax, and business advisory services while creating an environment where team members feel supported, engaged, and trusted to grow. In a profession known for burnout, we focus on work-life harmony and long-term career sustainability.

Our team is collaborative, our leadership is accessible, and our culture is built on mutual respect and professional development. Whether you're early in your career or experienced and looking for a fresh start, this role offers the chance to contribute meaningfully and grow with a team that truly values your skills.

**Your Core Responsibilities**

**Client Service Coordination**
- Provide support for recurring tasks and peak periods
- Administer NTR and Assurance engagements (drafting, tracking, follow-ups, archiving)
- Coordinate tax filings (T1, T3, T4, T5, HST, etc.)
- Manage workflow, data entry, and deadline tracking
- Handle client setup, proposals, engagement letters, and government correspondence
- Support invoicing, AR, WIP, and Ontario annual returns

**Office & Reception Support**
- Greet and support clients in person and over the phone
- Coordinate mail, couriers, supplies, groceries, and office tidiness
- Maintain boardrooms, kitchens, and reception spaces
- Assist with outgoing correspondence and courier disbursements

**Team Collaboration**
- Participate in bi-weekly department huddles and check-ins
- Communicate regularly with the Director of Operations & Administration
- Report weekly workflow updates and manager status updates
- Contribute to an organized and responsive admin function

**What You Bring**
- 2+ years in an administrative role, preferably in a professional services environment
- Exceptional organization, time management, and multitasking ability
- Strong communication and interpersonal skills
- High accuracy and attention to detail
- Proficiency in Microsoft Office and ability to learn new systems quickly
- A positive attitude and growth mindset

**Other Requirements**
- Completion of College or University program preferred
- Clear criminal background and credit check
- Legally eligible to work in Canada
- Valid Ontario driver’s license and access to a vehicle

**What You’ll Get at BMCA**
- Nine (9) Fridays off during July and August to recharge after busy season
- Competitive salary and fully paid health, dental, and vision benefits
- RRSP matching and wellness incentives
- Professional development, mentorship, and room to grow
- Social events, in-house committees, and a culture that celebrates wins
- Ergonomic workstations, quality coffee, healthy (and some less healthy) snacks

If you’re ready to take on a role that values service, structure, and collaboration, we’d love to hear from you.

**Job Types**: Full-time, Permanent

Pay: $45,500.00-$53,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care

Application question(s):

- Are you proficient in Microsoft Office?

**Experience**:

- Administrative: 2 years (required)

Work Location: In person