Administrative Coordinator & Bookkeeping Assistant

MacDonald & Murphy Inc. has been serving Atlantic Canadian business owners for more than 20 years. Our client-oriented service areas include operational reporting, tax and tax planning, and growth management. We have assembled a highly qualified team of accountants and complimentary professionals with the knowledge and experience to uniquely serve each of our clients.

We are seeking an organized and detail-oriented Administrative Coordinator to join our team. In this role, you will join the backbone of our daily operations, ensuring client deliverables are meticulously packaged, tax returns are seamlessly e-filed, and financial records are kept perfectly up-to-date. The ideal candidate thrives in a client-focused, deadline-driven environment and maintains strict confidentiality.

---

Key Responsibilities

Tax & Client Document Management

· Assembly & Packaging: Prepare, assemble, and package completed tax returns and financial statements for client delivery according to firm standards.

· E-Filing Administration: Securely upload and e-file federal, state/provincial, and local tax returns, tracking confirmations and resolving transmission errors.

· Signature Tracking: Manage the collection of required client signatures (e.g. Form T183 or equivalents) before filing deadlines.

· CRA Represent a Client: Facilitate securing CRA client representation and related matters, including educating clients on related processes to this end.

Bookkeeping & Financial Support

· Data Entry: Record daily financial transactions, including accounts payable, accounts receivable, and general ledger entries.

· Reconciliations: Reconcile bank statements, credit card accounts, and vendor invoices to ensure accuracy.

· Document Gathering: Reach out to clients professionally to request missing receipts, bank statements, or supporting tax documents.

General Office Administration

· Client Reception: Act as a welcoming point of contact for clients via phone, email, and in person.

· Deadline Tracking: Maintain and update the firm’s internal tracking software to ensure no compliance deadlines are missed.

· Data Privacy: Handle sensitive personal and financial data with the highest level of confidentiality and data security compliance.

---

Qualifications & Skills

· Experience: 1–3 years of experience in an administrative or bookkeeping role, preferably within a public accounting firm or professional services environment.

· Software Proficiency: Strong hands-on experience with accounting software (i.e. Xero) and tax software (i.e. Cantax/Taxprep).

· Tech Savviness: High proficiency in MS Office (Excel, Word) and Adobe Acrobat (for PDF packaging and digital signatures).

· Attention to Detail: Exceptional accuracy in data entry and a sharp eye for catching missing information.

· Communication: Clear, professional verbal and written communication skills for client-facing interactions.

---

What We Offer

· Competitive salary, based on experience.

· Significant opportunities for professional growth and training in state-of-the-art accounting tools.

· Paid time off, health benefits, and other perks.

· A supportive, collaborative team environment.

· A boutique approach to clients, recognizing each as a neighbor in our community with a focus on improving quality of life for all.