Job Description

About the position We specialize in providing tax strategies for a diverse range of clients, including small businesses and multi-jurisdictional families. Our goal is to help our clients effectively minimize their tax burden through careful planning and implementation. We offer a comprehensive range of U.S. compliance services, including the preparation of U.S. and Canadian personal income tax returns and all required information returns. Our team includes U.S. Certified Public Accountants (CPAs), IRS Enrolled Agents, and Canadian Chartered Professional Accountants (CPAs). We are currently seeking an Executuve Administrative Assistant for our U.S. and Canadian personal/private client tax services. This role requires exceptional English communication skills, organizational skills, and attention to detail as well as the ability to interact professionally with clients. The candidate will be responsible for developing and executing innovative digital marketing strategies. A willingness to learn is essential. Responsibilities will include:

• Preparing and handling legal documents
• Correspond with the CRA and IRS regarding applications, tax queries, and responses on behalf of clients
• Efficiently respond to requests from tax team, clients and other professionals
• Maintain electronic filing systems in accordance with firm policies and procedures
• Managing client management system
• E-file returns to ensure timely filings
• Drafting client proposals
• Prepare weekly monitoring reports
• Assembly and posting of tax returns
• Sending documents for signature
• Generate and e-file CRA authorization forms
• Create and update new business memos in internal client management databases with comprehensive details
• Courier arrangements
• Ensure accuracy and completeness of client records
• Process client address changes
• Provide administrative support to tax team as required

Qualifications for the role include:

• Preferred bachelor\'s degree in office administration, business, accounting, finance, or a related field
• Proficiency in Microsoft Office tools (Word, Excel, PowerPoint, Outlook)
• Familiarity with tax principles and regulations
• Demonstrated professionalism in handling sensitive situations
• Strong organizational and project management skills
• Excellent oral and written communication abilities for client and team interactions
• Strong attention to detail and accuracy
• Experience with tax software and electronic filing systems is a plus
• Self-motivated with the ability to work independently and collaborate with a team
• Commitment to exceptional client service and confidentiality
• Strong problem-solving skills
• Proficient in record-keeping for accuracy and completeness
• Adaptability and willingness to take on additional responsibilities
• Adherence to ethical standards
• Availability for peak tax seasons and meeting deadlines

About our firm Cross-Border Financial Professional Corporation specializes in meeting the unique tax needs of individuals with both Canadian and US tax obligations. Our team serves clients across the United States and Canada. Job Types: Full-time, Part-time, Permanent, Fixed term contract
Part-time hours: 20-40 per week Salary: $20.00-$40.00 per hour Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Application question(s):

• Dear Applicant,

Thank you for expressing interest in the Office Administrator Position. Kindly submit a 3-5 minute video showcasing how you have demonstrated values that are important to our firm, such as integrity, mutual respect, innovation, and resilience. Please use Loom (preferably) or any other platform to share a link to your video. Email a link to your video to careers@cbfinpc.com using the subject header Character Video - Office Administrator. Please ensure that the submission is made by Monday, November 6, 2023. Thank you, and we look forward to learning more about you and your potential contribution to our firm. A video submission is required to be invited to the next stage. Applicants must be located within Canada. Work Location: Hybrid remote in Toronto, ON M5P 3E2 Application deadline: 2023-11-05