Executive Assistant

at  Zeifmans

ABOUT US

Zeifmans is a tax, accounting and consulting firm that understands clients’ needs and the full range of solutions available. We work within the rules to make the rules work for our clients. We give straightforward, intelligent advice that consistently add to our clients’ bottom lines.

SUMMARY OF EXPERIENCE

• 2+ years executive assistant or administrative support experience

REQUIREMENTS:

• College degree
• Previous experience working in a professional services firm an asset
• Demonstrated ability to work well independently and under pressure in a fast paced environment
• The ability to work well both independently and in a team environment
• Strong oral and written communication skills (including strong spelling, grammar, editing, proof-reading, and punctuation skills).
• Strong organizational skills and the ability to prioritize multiple responsibilities
• Experience working with TaxPrep and CRA is an asset
• Advanced knowledge of MS office applications

• Coordinate/setup meetings/conference calls and type minutes when requested
• Screen phone calls and take messages
• File, photocopy, scan
• Prepare banking
• Type and format letters
• Prepare timesheet for Partner(s) and enter into the Time and Billing software
• Assist with billings and collections, setup new client and prepare new client acceptance forms
• Assist with processing expenses
• Make travel arrangements including flights, transportation, hotels, team communications, and assisting with arranging meals and completing concierge-type errands
• Filing of T1, T2, T3 and T4/T5 returns
• Prepare registered mail
• Prepare couriers

Assist with client relations, perform tasks such as:

• Request year end information from clients
• Prepare year end/tax packages for clients
• Track status of various financial statements, tax returns and other filings and work with managers to ensure all filings are completed on timely basis
• Register clients with CRA
• Contact CRA on behalf of clients
• Other duties, as required