- Location: Montréal, Québec
- Salary: $50,000 – $55,000 per year
- Job Type: Permanent
Advantages
-Full-time permanent position (45 hours (remunerated for extra hours) between January – June, and 35 hours between July-December)
-Hybrid work model
-Competitive salary
-Vacation based on experience + personal days
-Group insurance plan
-Telemedicine (Dialogue)
-Employer contribution to group RRSP
-Collaborative and respectful work environment
Responsibilities
-Document management:
-Receiving, scanning, filing, and archiving signed documents
-Assembling documents (PDF), printing, and compiling client files
-Preparing, formatting, and updating standard correspondence (engagement letters, confirmation letters, changes in CaseView)
-Support for production tools
-Closing and locking files in CaseWare
-Providing support for printing and transmission requests for tax returns (T2).
-Support during tax periods
-Processing and transmitting tax slips to government authorities and clients
-Support for the trust tax return period (processing PDF files, using DocuSign, receiving signed documents, tracking transmissions)
-Support for the personal tax return period (processing PDF files, using DocuSign, receiving signed documents, tracking transmissions)
Qualifications
-DEC or DEP in secretarial studies or office automation
-Minimum of 1 year of experience in a similar position
-Fluency in spoken and written French and an intermediate level of English
-Good knowledge of Office 365 (Word, Excel, Outlook, PowerPoint)
-Knowledge of PDF-XChange (an asset)
-Knowledge of CaseWare and CaseView (an asset)
-Excellent priority management and adherence to deadlines
-Rigorous, detail-oriented, and organized
-Independent, proactive, and a team player
-Flexible and adaptable
-Respectful, courteous, and professional