Operations Associate, Tax Preparation

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How does the role impact the organization?

As a key member of the Tax Preparation Services team, the successful candidate must be highly organized, detail-oriented and self-motivated. As the role will include interactions with financial advisors and clients, the successful candidate must also display professional levels of verbal and written communication, be client-service driven and possess exceptional interpersonal skills.

What is the position responsible for?

• Review, modify and prepare templates, letters, reports, PowerPoint presentations, Word documents, Excel workbooks and other correspondence materials; research, compile and summarize information/data ;
• Support leader(s) through calendar and email management ;
• Administer invoicing, processing receivables and CRA remittances ;
• Service and oversee General Inbox of clients’ general day-to-day ...