Administrative Assistant (David Pel & Company Inc)

Our Company

We are a small/mid-sized public practice accounting office located in Central Surrey (operating for over 35 years).

www.davidpelandcompany.com

Location:

In-Office

Hours

Part-Time (potential for full-time hours during peak season)

Responsibilities

The Administrative Assistant will provide support to the administrative team, as needed and where instructed by the team.

Tasks May Include The Following

Administration

• Receive client year-end information and file/distribute accordingly
• Create/roll-forward Caseware files as needed
• Assemble year-end files
• Correspondence with CRA as needed
• File tax returns with CRA
• Create/roll-forward Doc-It binders as needed
• Manage client listing/information in TPS/Doc-It
• Manage file workflow in Doc-It

Administration - Personal Tax Season

• Correspond with clients to obtain signatures
• Receive client information and organize/scan accordingly
• Assemble client files and invoice accordingly
• File T1 returns and payments with CRA

Reception

• Follow up with various clients on simple CRA queries
• Answer incoming calls at reception desk
• Receive mail/shipments and distribute to clients/co-workers accordingly
• Receive clients/respond to bell at reception desk
• Processing payment requests

Qualifications

• General comfort and familiarity with IT systems is a plus, as we will work with a variety of hardware and software (ie. phones, printers/scanners, online portals, time and billing);
• Able to self-manage time and workload during busy periods.
• Proficient with Microsoft Word, Excel, and Outlook;
• Flexible to learn and perform a wide variety of tasks;
• Strong communicator with co-workers and clients;

Value