Office Administrator/Client Excellence Coordinator

Nuvero is looking for a strong Administrator/Client Excellence Coordinator (CEC) to join their Team.

Nuvero is a boutique tax advisory firm created by a team of senior tax professionals. Our focus is to provide an exceptional client experience and leading tax advice to our clients in Calgary and across Alberta. Our practice offers a client-centered approach and business tailored solutions. In the same way we strive to help our clients with their businesses, we are working to improve our operations. We are looking for an Administrator/Client Excellence Coordinator to assist as we streamline processes and enhance customer experience. As the Administrator/CEC you will be the first point of contact for clients, ensuring they have a positive and welcoming experience. You will report directly to the Operations Manager and work closely with the Client Excellence Coordinator as well as a team of accountants, tax professionals and Partners.

Strong technical skills, effective and professional communication skills, and the ability to deliver a quality product in a timely manner are the keys to success for this position. Key responsibilities include direct client contact, requesting and collecting missing information, maintaining client database, monitoring work in progress, and fee preparation.

We are looking for someone who has customer service excellence, keen attention to detail and is technically savvy as we operate in a digital environment on cloud-based applications.

Key Accountabilities/Responsibilities:

Client Excellence Coordination:

-Coordinating the intake and review of client documents and following up as necessary

-Main contact for a specific group of clients

-Scheduling jobs and reoccurring jobs in our electronic database (iFirm) to track and monitor workflow

-Maintaining client database including additions, deletions and changes as needed

-Owner of all tasks related to client experience including answering client inquiries, liaising with the CRA on behalf of the firm and our clients

-Respond quickly, professionally, and accurately to all inquiries regarding appointments, assistance, invoicing, payments, status requests, complaints and feedback

-Interactive with stakeholders as all levels including clients, Partners and other team members

-Using QuickBooks On-Line (QBO), CaseWare, TaxPrep, iFirm, and corresponding with the CRA

-Maintain confidentiality with all materials, and exercise discretion when interfacing with the business

-Regular accounts receivable billing and collection follow up

-Process tax return eFiling, monitor submission status for acceptance acknowledgements, follow up on rejections

-Assist Operations Manager with process development, operations, and other responsibilities

-Monitoring of work in progress

General Administration:

-Welcome clients and visitors and direct them to the appropriate person

-Assist with answering phones and directing calls to the correct office. Take messages and relay them to the appropriate party

-Typing of letters and reports to clients as needed

-Assisting with scheduling and confirming appointments and updating staff calendars

-Scan, file and maintain electronic documents and records

-Prepare final packages for clients

-Returning client records

-Other duties as assigned

Required Qualifications:

-BA/BS preferred, 2+ years of relevant experience will be considered

-Experience in a professional office environment, preferably in a CPA firm

-Accomplished ability to provide outstanding customer service/client service

-Proven oral, written, and interpersonal communication skills with people of diverse ages and backgrounds

-Overachieving attitude

-Strong work ethic

-Careful attention to detail/Keen eye for detail

-Ability to manage multiple projects effectively and efficiently from start to finish

-Strong technical skills and proven competency in using an array of technology

-Proven ability to deliver a quality product in a timely manner

-Ability to manage client relationships

-Able to work effectively both independently and as part of a team

What we offer:

-A professionally challenging but friendly work environment

-Competitive compensation

Closing Date: August 1, 2023

Interested candidates should send a resume and cover letter to [email protected] explaining why you would be the best fit for Nuvero. Further information about our Firm can be found at Nuvero.ca

Please note that only candidates considered for an interview will be contacted. Interviews will take place in August.