Practice Assistant
CurrentAs a member of the Private Enterprise department, my core responsibilities include:- Preparation of deliverables and managing deadlines for corporate and personal tax packages (assembly/filing/delivering/tracking statuses);- Managing of practice unit via reporting (providing team with deadline reports and production meeting reports), requests for year-end info & engagement letters, and proper utilization of company system for tracking engagements and tasks;- Client service, including invoicing, responding to client inquiries (e.g., tax returns, financial statements, year-end packages etc.) and requests for payment over the phone, CRA Rep a Client requirements (NoA collection, submit documents), and providing reception back-up as required;- Administrative process development & implementation.