We are seeking a reliable, detail-oriented Receptionist / Bookkeeper to manage our front desk operations and support our client accounting files. In this role, you will serve as the first point of contact for our tax clients while keeping bookkeeping files accurate, organized, and up to date.
Responsibilities:
- Client Intake: Welcoming tax and bookkeeping clients, receiving personal/corporate financial documents, and ensuring client intake forms are filled out completely.
- Document Management: Scanning and sorting slip packages (T4s, T5s, medical receipts, charitable donations) into the firm's secure cloud database or document portal.
- Appointment Management: Coordinating calendars for accountants and bookkeepers, particularly during peak personal tax season (March to April).
- Communication Hub: Screening and routing client calls, tracking general office emails, and calling clients to notify them when tax packages are ready for e-signature or pickup.
Qualifications :
- College Diploma in Accounting
- 0-1 years bookkeeping experience
- MUST HAVE FLUENT ENGLISH
- Excellent customer service skills
- In-depth knowledge of QuickBooks Accounting software.
- Strong computer skills.
Personal Suitability
Effective interpersonal skills
- Flexibility
- Accurate
- Team player
- Excellent oral and written communication
- Client focus
- Dependability
- Reliability
- Organized
Job Types: Full-time, Part-time, Temporary, Contract, Permanent
Pay: $19.00-$22.00 per hour
Education:
- Secondary School (preferred)
Language:
Work Location: In person
