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About the Role
The Audit Assistant provides a broad range of administrative tasks and organizational support to the Audit & Advisory team.
Responsibilities
- Provide senior level administrative support to Partners, Managers & Professional staff
- Prepare for yearend by creating Caseware files for new clients, rolling forward Caseware files and tax returns, drafting engagement letters, and ensuring comparative figures in financial statements agree with issued prior year financial statements
- Import trial balances
- Process client related charges for financial statements and T2 charges
- Keep track of upcoming client year ends and monitor and maintain deadlines in Mavenlink
- Follow up on outstanding client-signed forms and statements
- Format, edit and assemble financial statements and related correspondence
- Print/assemble tax packages and process e-returns
- Issue conflict checks and input and maintain client information in CRM
- Conduct quality review (accuracy, completeness, appearance) of outgoing correspondence
- Organize and coordinate internal & external meetings
- Organize and coordinate T1 processing review requests from Canada Revenue Agency
- Generate WIP reports, collaborate with the Finance team on billing preparation, and oversee the distribution of client invoices
- Maintain up-to-date contact information and directories for Partners
- Assist and coordinate various client-related projects
- Organize client gift baskets, and other client relations initiatives, working with marketing as required
- Assist partners and managers with client meeting presentations as required
- Liaise with Canada Revenue Agency on various client issues
- Prepare expense reports
- Perform other administrative duties as assigned
Requirements
- Must be able to work with numbers
- Ability to understand basic accounting
- Well organized, detail-oriented, and self-motivated with strong prioritizing and follow-up skills
- Must have strong interpersonal skills and able to liaise with clients, staff and outside parties
- Excellent verbal and written communication skills
- Proven editing and proof-reading skills
- Ability to work independently and as part of a team with input from many stakeholders
- Ability to cope in a deadline-driven environment
- Available to work overtime, when required
Skills
- Caseware
- Caseview
- Taxprep
- Microsoft Office Applications
- Word
- Excel
- PowerPoint
- Outlook
Location
- Yonge and Eglinton
- Toronto
Work Type
- Full-time
- Permanent
- Remote
Experience Level
- 2-4 years administrative experience
- Extensive experience dealing with professionals of all levels
Education Level
- University degree/College Diploma an asset
Salary/Compensations
- $65,000 - $75,000
About the Company
- Located in the heart of mid-town Toronto, we offer a convenient work location that is accessible by public transit for this permanent full-time role.
- We offer a competitive compensation package that is commensurate with your experience.
- To learn more about our firm, please visit the Careers section of our website.
Equal Opportunity
- At Crowe Soberman, we take pride in being an equal opportunities employer.
- Our dedication lies in fostering a workplace that is inclusive and free of barriers, enabling every individual to realize their full potential.
- We recognize the significance of a diverse workforce in achieving success and encourage everyone to bring their authentic selves to work.
- We invite qualified candidates to apply and consider making Crowe Soberman your employer of choice– accommodation will be provided in all parts of the hiring process, please advise us in advance.
- How do we build a culture of belonging? Learn more here.