Found Description
About the Role
Senior Administrative Assistant supporting Assurance and Tax teams by acting as a key client liaison, ensuring seamless and responsive service delivery within a fast‑paced, growing practice.
Responsibilities
- Proactively support Assurance and Tax teams as a client liaison.
- Prepare, edit, and deliver polished, concise, and professional client communications and reports.
- Prepare accurate financial statements in Word or Caseware.
- Produce client‑ready financial documents through precise proofreading, formatting, and assembly.
- Manage timely and professional client invoicing, including clear client‑friendly communication as needed.
- Maintain and update CRM systems by monitoring and cleaning up leads/opportunities and setting up new clients and engagements.
- Handle CRA filings (RC59s, T1013s, etc.) with accuracy while maintaining clear client communication.
- Own client corr...
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