About the Role
Yale PGC LLP, a growing public accounting firm in Toronto, is seeking a detail-oriented and proactive Administrative Assistant to support our partners, managers, and administrative team. This role combines support across client file management, correspondence and firm workflow.
Key Responsibilities
- Setting up new clients in the company wide CRM system
- Helping clients get authorized with the CRA
- Dealing with administrative CRA matters, including transferring payments, responding to collection agents, CRA general client queries, etc.
- Producing clerical responses to CRA and assisting with CRA letters
- Providing reports to the partner such as WIP, AR, client lists for practice administration efficiency
- Prepare invoices and other documentation, including tax filing packages, engagement letters and e-packages
- Assisting with e-filing of tax returns
- Handle daily mail, courier services, and document scanning
- Perform clerical duties, including collections and general correspondence
- Support tax season workflow, including categorization and routing of tax work intake
- Assist Partners, Managers, and Accounting Staff as required
- Other administrative tasks as assigned
Hours of Work
Monday to Friday, 8:30 AM to 5:00 PM
Salary
$42,000 - $50,000
Requirements
- Excellent written and verbal communication skills
- Strong organizational, time management, and follow-through abilities
- Ability to work well under pressure and as part of a team
- Strong attention to detail with the ability to follow directions and procedures efficiently and accurately
- 2+ years of administrative experience, ideally within a professional services, accounting, or legal environment
- High degree of discretion when handling confidential client and firm information
- Proficiency in Microsoft Office (Outlook, Word, Excel)
- Experience with CaseWare, Taxprep, or similar accounting software platforms is an asset, but not required
- This is a full-time, on-site position with a strong emphasis on administrative support
Work Location: Toronto
