Crowe Soberman

Administrative Assistant

• Provide administrative support to the administrative team and tax group
• Create Caseware files for new clients and roll forwards
• Draft engagement letters and enclosure letters
• Print and assemble tax packages and process e-returns
• Prepare T4, T5 and NIL returns
• Conduct quality reviews of outgoing correspondence for accuracy, completeness and appearance
• Prepare and submit forms to the Canada Revenue Agency
• Prepare and follow up on work in progress and full-cycle invoicing
• Maintain complete confidentiality when handling sensitive documents and issues
• Maintain databases including Dynamics365, Caseware and Mavenlink
• Set up, transmit and obtain information from the client portal and file accordingly
• Perform mail merges and work with Word and PowerPoint templates
• Organize and coordinate internal and external meetings
• Liaise with internal departments professionally
• Perform other administrative duties as assigned

Explore Tax Administrative Assistant – Floater at Crowe Soberman. Review requirements and application details.

Tax Administrative Assistant – Floater

• Develop and implement tax planning strategies for various clients
• Research tax issues for tax planning and compliance and prepare research memoranda
• Identify and implement tax planning opportunities, including tax reorganizations, estate plans, and postmortem tax planning
• Assist senior staff with corporate tax initiatives
• Maintain current knowledge of tax codes, regulations, and technical information
• Utilize staff to meet client deliverables on time and within budget
• Engage with tax authorities regarding client positions and assessed amounts
• Keep senior managers and partners informed of assigned-task progress
• Move files and engagements forward while managing within time budgets
• Prepare complex tax returns, tax forms, and tax elections
• Write external publications, blog posts, and memoranda
• Present specific tax topics internally and externally
• Guide and support the development of junior tax team members
• Participate in firm promotion events to increase marketplace awareness of the firm and its services

Explore Tax Manager at Crowe Soberman. Review requirements and application details.