Administrative Assistant

Are you looking for a dynamic administrative support role in a fast-paced accounting firm? Look no further! At MKP, we're dedicated to delivering exceptional service to our clients, and we're seeking an Administrative Assistant to play a pivotal role in supporting our accounting team and clients.

Experience Requirements:

• Familiarity with CRA systems and processes.
• Previous experience in an accounting or law firm environment with knowledge of corporate, personal, and trust accounting/tax.
• Proficiency in Microsoft Office Products (Outlook, Excel, Word).
• Familiarity with Caseware Working Papers.
• Experience with video tools such as Teams Meeting or Zoom.
• Knowledge of Adobe Pro or Adobe Acrobat.
• Average typing speed of 50-60 words per minute.
• Comfort and confidence in using various forms of new technology.
• Familiarity with TaxPrep or CCH iFirm (not required).
• Experience with ScanSnap hardware.Job Roles and Responsibilities Throughout the Year:

As an Administrative Assistant at MKP, your responsibilities will include:

• Serving as the first point of contact for clients, with a strong focus on exceptional client service.
• Setting up new jobs in CCH iFirm, updating job statuses, and closing completed jobs.
• Assisting clients and encouraging them to sign up for our secure online portal.
• Ensuring client information is updated and maintained in the firm's CCH iFirm database.
• Monthly maintenance of a list and contacting corporate clients as a reminder to submit their year-end records.
• Obtaining and downloading information from CRA's website on behalf of clients or the accounting team.
•  Assisting the accounting team in filing tax returns and submitting documents by fax, mail, or online.
• Compiling and organizing required documents for the accounting team prior to the start of their work.
• Contacting CRA on behalf of clients or the accounting team via phone or online.
• Assisting accountants with client outreach during year-end engagements and serving as a point of contact during preparation as needed.
• Setting up year-end files for preparation, including rolling forward files, preparing engagement letters, receiving client documents, and scanning records.
• Sending out completed year-end files and collecting required signatures.
• Scheduling and coordinating year-end meetings between the accounting team and clients.
• Ensuring signed year-end packages are uploaded into Caseware Working Papers and preparing files for lockdown.
• Assisting clients in E-filing corporate tax returns, personal tax returns, trust returns, GST/HST returns, WSIB returns, T4/T5 returns, and other CRA prescribed forms.
• Handling invoicing and job closure.
• Collecting and logging payments.
• Maintaining the electronic file system and paper records as necessary.

Personal Tax Season:

During the tax season (February to April), your responsibilities will adapt to assist the team and clients with tax-related tasks. These responsibilities include:

• Scanning in tax return records dropped off by clients.
• Assisting the team in sending out our annual T1 checklist reminders.
• Coordinating with clients' financial planners and others to collect investment-related information.
• Assisting with CRA downloads from online into TaxPrep T1Updating and maintaining CCH iFirm for accurate status updates.
• Managing tax returns out for signing and ensuring receipt of signed tax records.
• Handling the movement of signed tax returns from the client portal to the client job and then E-filing.
• Scanning in signed tax returns into CCH client job and then E-filing.
• Printing tax returns and scheduling clients to come into the office to sign.
• Closing CCH Tax jobs.

At MKP, we value your dedication and commitment to delivering top-notch service. If you're ready to be part of a dynamic team and contribute to our clients' success, we encourage you to apply!

Interested candidates are encouraged to click on the Apply Now button below.    

For assistance applying to this position, or for any other job search related needs, please contact CSE in Kemptville at 613-258-6576 or in Prescott at 613-925-0222.