Partner Administrative Assistant

SB Partners LLP is a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario. For over 50 years, SB Partners has served a diverse set of clients and is one of the leading independent CPA firms in the GTA. Our primary client base is entrepreneurial, owner-managed businesses, corporate subsidiaries, and not-for-profit organizations.
Enjoy the rewards and possibilities of working with a team of dedicated, values-driven colleagues who support you and celebrate your accomplishments.

Your role will be integral in supporting our Partners and Audit & Assurance team, enabling the efficient delivery of client services and contributing to a seamless, high-quality client experience.
We are seeking a proactive and client-focused  Partner Administrative Assistant  to join the team at SB Partners LLP.
Purpose of the position:  As a Partner Administrative Assistant, you will provide administrative and operational support to Partners, Senior Managers, and Managers to enable the efficient delivery of client services and day to day operations. This role supports the development and maintenance of strong client relationships through responsive, professional service, and seamless coordination of client engagements. The successful candidate will be highly organized, adaptable, and client-focused, with the ability to manage competing priorities while delivering exceptional service and maintaining a high standard of quality and professionalism.
Key responsibilities and Duties:
Provide comprehensive administrative support to the Partner and Audit & Assurance team, ensuring deadlines, priorities, and client commitments are effectively managed
Coordinate and manage Partner calendars, including scheduling meetings, managing conflicting priorities, arranging meeting logistics, and ensuring supporting materials are prepared as required
Prepare and distribute client correspondence, engagement letters, financial statements, and other client deliverables in accordance with firm standards
Collate, and assemble various financial documents, Canadian and U.S. personal and corporate tax returns, and other statutory filings including covering letters
Monitor and track the status of projects and tasks in the appropriate software while proactively communicating any delays, outstanding items, and priority changes as needed
Produce client invoices under direction of the Partner and assist with ensuring timely delivery of billing documentation
Facilitate weekly workflow processes to support the timely completion of deliverables and workflow commitments
Setup and maintain client files within the firm’s software applications and ensure appropriate documentation is retained in accordance with firm standards
Complete E-Filing of tax returns and slips, as required
Coordinate the delivery of final client packages and client sign off requirements
Maintain organized paper and electronic filing systems, including the retrieval, storage, and setup of client files and documentation
Respond to internal and external client communications in a professional and timely manner and assist in addressing inquiries, concerns, and requests
Support clients with navigating CRA and client portal websites, as required
Manage the intake of client documents and perform general administrative duties including mail processing, photocopying, scanning and document management
Assist other administrative team members as required and provide coverage for reception and team member absences including vacations, illnesses, and other leaves
Additional duties, as assigned
What you offer:
Post secondary education in Office Administration, Executive Assistant, or a related discipline, preferred
Minimum 1 year of experience in an administrative support, Partner Administrative Assistant, Executive Assistant or similar role; experience within a Public professional accounting firm is considered an asset.
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
Ability to effectively prioritize work, manage competing deadlines, and adapt to changing priorities in a fast-paced environment.
Strong written and verbal communication skills.
Highly…