Audit Assistant

This is a fully remote position, open to applicants in Canada.

📋 Description

• Provide high-level administrative support to Partners, Managers, and Professional staff.

• Prepare for year-end by creating Caseware files for new clients, rolling forward existing Caseware files and tax returns, drafting engagement letters, and reconciling comparative figures in financial statements.

• Import trial balances.

• Process client-related charges for financial statements and T2 charges.

• Monitor upcoming client year-ends and manage deadlines in Mavenlink.

• Follow up on outstanding forms and statements signed by clients.

• Format, edit, and compile financial statements and associated correspondence.

• Print and assemble tax packages and handle e-returns processing.

• Conduct conflict checks and maintain client information within the CRM system.

• Perform quality reviews of outgoing correspondence.

• Organize and coordinate both internal and external meetings.

• Manage T1 processing review requests from Canada Revenue Agency.

• Generate WIP reports, collaborate with Finance on billing preparation, and oversee the distribution of client invoices.

• Keep contact information and directories for Partners up to date.

• Assist and coordinate projects related to clients.

• Organize client gift baskets and other client relations initiatives in collaboration with marketing.

• Support partners and managers during client meeting presentations.

• Liaise with Canada Revenue Agency regarding client issues.

• Prepare expense reports.

• Execute other administrative duties as assigned.

⛳️ Requirements

• Proficient in working with numbers.

• Ability to grasp basic accounting principles.

• Highly organized, detail-oriented, and self-motivated with strong prioritization and follow-up skills.

• Excellent interpersonal skills for liaising with clients, staff, and external parties.

• Outstanding verbal and written communication abilities.

• Demonstrated editing and proofreading skills.

• Capability to work independently as well as collaboratively with input from various stakeholders.

• Ability to thrive in a deadline-driven environment.

• Availability to work overtime when necessary.

• 2-4 years of administrative experience.

• Background in a professional office setting.

• Extensive experience interacting with professionals across all levels.

• Previous experience with Caseware, Caseview, and Taxprep is a plus.

• Proficient in Microsoft Office applications including Word, Excel, PowerPoint, and Outlook.

🏝️ Benefits

• Convenient work location with access to public transit.

• Competitive compensation package based on experience.

• Equal opportunity employer.

• Inclusive workplace that is free of barriers.

• Accommodation provided throughout all stages of the hiring process.