Job Detail

* Greet clients, answer phone calls, and respond to emails.
* Schedule appointments and manage calendars for tax professionals.
*Scan and securely store tax documents and financial records.
* Track and update CRA correspondence and filing deadlines.
* Assist in reviewing tax returns for completeness before submission.
* Prepare and format tax-related correspondence and reports.
* Collect, organize, and verify tax documents from clients.
* Enter client

* Greet clients, answer phone calls, and respond to emails.
* Schedule appointments and manage calendars for tax professionals.
*Scan and securely store tax documents and financial records.
* Track and update CRA correspondence and filing deadlines.
* Assist in reviewing tax returns for completeness before submission.
* Prepare and format tax-related correspondence and reports.
* Collect, organize, and verify tax documents from clients.
* Enter client information into tax software and maintain accurate records.
* Assist with assembling and filing tax returns.
*Prepare invoices and process payments.
*Maintain confidentiality and ensure compliance with CRA regulations.
* Keep office files organized and manage office supplies.

Expand to read more

Collapse above section