About us
We are a leading accounting and financial services firm serving clients across Canada. With a team of experienced and highly qualified CPAs, we provide comprehensive solutions to meet our clients' accounting, taxation, and financial needs.
Our firm specializes in serving businesses of all sizes, including small and medium-sized enterprises (SMEs), startups, and established corporations. We also offer services to individuals, helping them with their personal tax planning and financial management.
As a client-centric firm, we are committed to delivering exceptional service and building long-term relationships based on trust and integrity. Our team works closely with our clients, understanding their unique goals and challenges, and providing tailored solutions to meet their specific needs.
Our services encompass a wide range of areas, including financial statement preparation, bookkeeping, payroll, tax planning and compliance, business advisory, and audit and assurance services. We stay up-to-date with the latest developments in accounting standards and tax regulations to ensure our clients receive accurate and compliant solutions.
Our team of CPAs and professional staff are committed to delivering excellence in every aspect of our work. We are dedicated to continuous professional development and use cutting-edge technology to streamline our processes and deliver efficient and effective solutions to our clients.
Job Description:
We’re looking for a reliable and detail-oriented Office Administrator to support our growing team.
Key Responsibilities
- Serve as the primary point of contact for clients via phone, email, and other communication channels.
- Coordinate with clients and internal bookkeeping, payroll, and accounting staff to obtain required documents and information in a timely manner.
- Track outstanding client requests and follow up regularly to ensure deadlines are met.
- Assist with onboarding new clients, including gathering information, preparing engagement documents, and setting up workflows.
- Draft engagement letters, proposals, and other client communications based on firm templates and senior staff instructions.
- Conduct client scope reviews and assist with identifying required services and documentation.
- Assist with payroll processing and payroll-related administrative tasks (prior payroll experience is an asset but not required).
- Communicate with government agencies, including the CRA, to obtain information, resolve account issues, and follow up on client matters.
- Prepare draft responses, emails, and correspondence for review by senior accountants and managers.
- Utilize AI tools and modern technology to improve efficiency, assist with research, drafting, and workflow management.
- Maintain accurate client records, document management systems, and workflow tracking tools.
- Support the accounting team with administrative and operational tasks as required.
- Assist in scheduling meetings, managing calendars, and coordinating internal and external communications.
- Ensure a high level of client service by responding promptly and professionally to inquiries.
Qualifications:
- 1+ year of experience in office administration.
- Familiarity with Canadian payroll and CRA remittances
- Strong organizational and communication skills
- Proficiency in Microsoft Office.
- Detail-oriented and able to manage tasks independently
What we offer:
- Friendly, professional team environment
- Exposure to a wide range of accounting and tax tasks
Job Type: Permanent
Pay: $20.00-$25.00 per hour
Expected hours: 40.0 per week
Benefits:
- Casual dress
- On-site parking
- Paid time off
Flexible language requirement:
Ability to commute/relocate:
- Surrey, BC V3W 1E6: reliably commute or plan to relocate before starting work (required)
Experience:
- Administrative (preferred)
- Payroll (preferred)
Work Location: In person
