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Senior Administrative Assistant

Doane Grant Thornton LLP

kelowna, regional district of central okanagan, Canada Full-time July 20, 2026

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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