Adminitrative Assistant, Tax Practice

Horizon Recruitment  is recruiting for a growing boutique accounting, tax and advisory firm in Langley, BC that works with private corporations, business owners, professionals and high-net-worth families across Western Canada. As the firm's tax practice continues to grow, it needs a highly capable  Adminitrative Assistant, Tax Practice  to help keep client work, deadlines and communication organized and moving forward. This is more than a traditional administrative support position.

You will work closely with the firm's partners and tax professionals, coordinating client files, tracking tax projects and deadlines, communicating with clients and the CRA, and making sure important details do not fall through the cracks. The right person will be exceptionally organized, comfortable managing competing priorities and confident communicating with senior professionals and clients. You do not need to be a tax professional, but you will need to become comfortable with tax terminology, processes and deadlines so you can anticipate what the team needs and help keep the practice running smoothly.

Responsibilities

Coordinate tax engagements and projects from initial request through completion, keeping tasks, deadlines and next steps visible

Work closely with partners and tax professionals to prioritize client work and follow up on outstanding items

Maintain tax calendars, project trackers and workflow schedules for recurring and one-time client matters

Communicate with clients to request information, provide status updates, coordinate signatures and follow up on outstanding documentation

Liaise with the Canada Revenue Agency on routine client matters, correspondence, account inquiries and document requests

Track CRA notices, requests and deadlines and make sure appropriate team members are aware of required actions

Monitor client files and proactively identify missing information, upcoming deadlines or items requiring follow-up

Coordinate the preparation, review, signature and submission of tax-related documents and correspondence

Maintain accurate electronic client files, records and supporting documentation

Prepare correspondence, reports, spreadsheets, presentations and other materials for partners and the tax team

Coordinate meetings, calls and follow-up items involving clients, partners and external advisors

Help improve administrative processes, templates, tracking tools and workflows as the tax practice grows

Support billing, engagement administration and other practice management activities as required

Act as a reliable point of coordination for the tax team, taking ownership of details and helping ensure commitments are completed on time

Requirements

5+ years of experience in a senior administrative, project coordination, professional services or similar role

Strong project coordination skills with demonstrated ability to track multiple files, deadlines and stakeholders at the same time

Exceptional organizational skills and attention to detail

Advanced proficiency with Microsoft Office, particularly Outlook, Word and Excel

Strong written and verbal communication skills

Confidence communicating professionally with clients, senior leaders and external organizations

Ability to follow up persistently and professionally to keep work moving

Strong judgment and the ability to determine what requires immediate attention and what can be handled independently

Comfortable working with detailed documents, deadlines and process-driven work

Ability to learn tax terminology, CRA processes and the workflow of a professional tax practice

High level of discretion when working with confidential client, financial and personal information

Experience in an accounting, tax, legal, financial services or other professional services environment is strongly preferred

Previous experience communicating with the CRA or working with tax-related documentation is an asset

Experience with Case Ware, Taxprep, document management systems or similar professional practice software is an asset

A proactive approach - someone who looks ahead, follows through and takes ownership rather than waiting to be directed

Remuneration

Base salary of $70,000-$80,000, depending on experience

Extended health and dental benefits

Professional development support

Paid time off between Christmas and New Year's

Underground parking

Only candidates eligible to work in Canada will be considered