Job Description

Talented Income Tax & Administrative Assistant Opportunity

The

Income Tax & Administrative Assistant, Client Services

will provide crucial organizational, client-facing, and data entry support within the tax and client services team, preparing tax forms, assisting with tax return preparation, client facing notices, and maintaining document management and filing systems. This role requires excellent administrative and communication skills to ensure the smooth operation of the tax department and reports directly to the Team Lead & Sr. Associate, Client & Pension Services and Tax Preparation.

Financial Services and/or independent Brokerage office experience is welcomed and as an essential service this opportunity is 100% onsite.

Key Accountabilities

You are a motivated, professional candidate who has exceptional attention to detail and proven success in a similar role. You hold a high level of confidentiality, organization, and ability to anticipate needs.

Client Interaction:

Handle client inquiries, provide status updates, and act as a point of contact for the tax team, as requested

Form Preparation:

Prepare and finalize various tax forms and returns for client notifications

Documentation & Filing:

Maintain document management systems, organize client files, and manage correspondence with clients and tax team (filing, scanning etc.) Reporting, as needed/requested

Administrative Support:

Provide administrative and secretarial support to partners, managers, and other tax professionals, which can include scheduling, and other general office duties

Communication:

Draft and review letters, memos, and other documents for clients and tax team

Record Keeping:

Set up and maintain filing systems for confidential materials and client records

Client Experience:

Deliver a legendary (gold standard) client experience.

Other duties as assigned:

Shared reception duties with peers Familiarity and adherence to compliance requirements. This includes all aspects of new and existing account documentation

This is the role for you if...

You put clients first and engage with purpose to find the right solutions. You go the extra mile with a strong work effort You understand that success is in the details, and your critical thinking help to inform your decision making You are proficient with various computer tools (Office Suite 365) You have excellent time management and multitasking skills You take pride in the quality of your work and strive to uphold the highest quality of work output(s)

Benefits

Full-time contract through to June 12, 2026 On-site parking Full Kitchen Amenities Team events, celebrations (birthday, work anniversary etc.) Conveniently located in Ancaster, walking distance to 3 major banks, grocery stores, lunchtime favorites and more

Schedule

Monday through Friday, 8:30 a.m. to 4:30 p.m.
Please submit resume, cover letter and salary expectations, we thank all candidates for their application, but due to the volume of applicants, we will only be directly contacting selected candidates for the interview process. All opportunities may have the opportunity to an extended contract based on performance.

We maintain a strict policy to ensure employment opportunities are equal and do not discriminate based on race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, protected veteran or military service status, or any other elements protected by law.

Job Type: Fixed term contract
Contract length: 7 months

Pay: $21.00-$25.00 per hour

Expected hours: 40 per week

Benefits:

Casual dress Company events On-site parking
Work Location: In person