- Processing annual personal and corporate income tax processing using CCH iFirm Tax Prep- Bookkeeping, HST, and payroll support for various corporate clients- Assist and respond to simple client CRA review letters and account functions- Administrative support with organizing client information, including establishing intake forms, setting up initial files (tax portal access), and ensuring all required information and forms are signed and kept on file- Preparation of annual T4 and T5 slips for clients- Monthly bookkeeping for our Management company including timesheet entries, invoice entries, and bank reconciliation in Quickbooks.- Administrative analysis as required to support Partners.- Administrative duties in the office including filing, mail, organization, and ordering supplies- Additional administrative support and financial analysis as required

- Maintained up-to-date physical and digital records for regulatory compliance, significantly reducing risks and mitigating potential legal issues- Consistently input client information into the system and routinely update customer contacts to maintain current records- Effectively employ productivity tools to enhance project performance, resulting in a significant boost in efficiency and effectiveness on routine tasks

- Maintained up-to-date physical and digital records to facilitate decision-making, optimizing workflow by 30%.- Utilized CRM system for sales reports, driving data-informed decisions and revenue growth. - Collaborated cross-functionally with teams to identify opportunities to optimize sales operations resulting in an increase in efficiency by 20%