Job description
The Opportunity
Horizon CPA is a mid-size professional accounting firm located in downtown Vancouver. We provide hands-on accounting, tax compliance, advisory and financial planning services to entrepreneurs, professional corporations and other privately-owned entities.
We are looking for Client Service Coordinator to cover a 1-year maternity leave (and opportunity for a permanent position) to join our team. This individual will provide exceptional services to our clients and support the team. Just like us, you are a tenacious self-starter. You are a team-player and understand that it is the little things that contribute to the quality of the work you present.
As part of the team, you will initially be responsible for:
Job Initiation and Finalization
- Logging new jobs in the firm’s electronic workflow system and initiate workflow
- Drafting annual service plans and other letters
- Reviewing information received, following up on missing documents, importing appropriate documents,
- Ensuring various tax filings are filed on a timely basis
- Preparing and collating client deliverables, including invoices
- Requesting payments and following up on overdue invoices
- Finalizing/archiving/rolling forward completed jobs
Client Communications
- Initiating contact with new and current clients, following the firm’s client onboarding process
- Respond independently to client enquiries and escalate complex enquiries to appropriate parties based on knowledge of practice/structure and work process.
- Drafting invoices and following up on accounts receivables
- Updating and maintaining the firm’s client database as needed
- Ensuring documents provided by clients are returned appropriately
Other Administrative Functions
- Procuring WIP and billing reports for the management team
- Updating and maintaining various worklists
- Drafting, proof-reading reports and other correspondence
- Assisting with organizing team meetings and other firm events
- Assisting with general office procedures
- Providing back-up reception desk support
Future Development
As you gain more experience, you will be given the responsibility of managing the administrative needs of an assigned group of clients, supervising junior administrative staff, and assisting the management team with work/staff capacity planning. You will also be involved in various internal firm improvement projects.
Skills/Experience You Bring to the Table
- You are proactive, reliable and organized
- You are resourceful and able to work independently with minimal supervision
- You have above-average time management and organizational skills to meet deadlines
- You can develop client relationships, build rapport with the team, business partners and clients
- You are fluent in English, both verbal and written, due to direct communications with clients, taxation authorities, and other parties
- You have at least 2 years of experience working in a professional office environment
- You are proficient in Office365 and quick to learn new applications/technology
- Studies in Business Administration would be highly regarded
Firm Values
At times, business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job. Likewise, people need extra time to devote to personal matters, and our approach to flexibility provides for this. We believe in providing our people with continuous learning and growth opportunities through our training systems, exposure to a variety of industries, challenging work, and the opportunity to see work through from beginning to end. We also believe in fostering a strong collaborative environment.
If you are interested in joining our team, please click the Apply Now button below and upload a cover letter and resume in one PDF document in the application form linked below.
In your cover letter, please tell us about the tools and/or techniques you use to manage your different tasks and/or deadlines. We thank all applicants for their interest, however only those selected for an interview will be contacted.
