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Value Beyond Numbers

Career Opportunities at Roberts & Company Professional Corporation

Roberts & Company Professional Corporation offers complete accounting, tax and financial planning services to individuals and corporations across the York Region and Greater Toronto Area. For over 28 years, we’ve been an invaluable resource to our diverse clientele, providing professional guidance and customized solutions to meet your financial and taxation needs.

 

Positions Available

Administrator

Roberts & Company Professional Corporation is looking for an Administrator to carry out the following responsibilities.

Role Responsibilities

  • Office organization and maintenance of client files
  • Customer service, reception, and greeting clients
  • Prepare monthly time and fee reports
  • Prepare client meets and arrange for signatures and payment
  • Prepare management reports and analyses
  • Print and assemble T1, T2, T3, T4, T4A, T5, T5018, etc.
  • Efile T1, T2, T3, T4, T4A, T5, T5018 returns and T1013, T1135, HST, etc.
  • Maintain Balaboss database and trackers
  • Monthly and daily invoicing and reports; back up Balaboss monthly
  • Assist with client bookkeeping when needed
  • Process debit & credit payments
  • AR reconciliations, prepare client and revenue reports
  • Maintain company bookkeeping records in Sage - Includes processing company accounts payable, maintain and reconcile petty cash; sort visa slips and match to visa statements
  • Maintain and analyze weekly goal schedule
  • Take minutes at staff meetings
  • Monthly and daily invoicing and reports; back up Balaboss monthly

During Personal Tax Season

  • Receive and log client tax information
  • Receive new client information and set up in CanTax
  • Maintain T1 file log
  • Print and assemble completed T1’s
  • Coordinate client delivery of T1’s
  • Efile T1’s
  • Reconcile T1 file log with CRA

Qualifications

  • Post-secondary education, college diploma or university degree
  • Minimum 3 years related work experience
  • Proficiency in Microsoft Office and Excel
  • Working knowledge of Sage and QuickBooks
  • Basic accounting knowledge
  • Strong communication skills, organization and meticulous

Job Types: Full-time, Permanent


Salary: $34,952.00 - $59,696.00 per year

 

Please email your resume and cover letter to admin@robertscpa.ca. Thank you for taking the time to share your qualifications. Our Human Resources team will be in touch with you shortly.

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