Client Services Administrator

Accounting Plus Financial Services Inc. is a full-service accounting firm based in Thornhill, Ontario, providing tax, bookkeeping, and advisory services to a diverse client base. We're a close-knit, tech-forward team that values accountability, collaboration, and continuous improvement — and we're looking for a Client Services Administrator to join us.

This is a client-facing role at the centre of our office. You'll be the first point of contact for many of our clients, support our accounting staff with document handling and administrative tasks, and help keep day-to-day office operations running smoothly under our Office Manager.

What You'll Be Doing

● Answer and direct inbound client calls; manage appointment scheduling

● Respond to routine client emails (such as scheduling, document status, payment inquiries)

● Follow up with clients on outstanding documents, signatures, or payments

● Receive, sort, scan, and file client documents (physical and digital)

● Prepare and send client documents via email, Karbon for Clients, TaxFolder, or mail

● Perform basic updates in TaxCycle, Karbon, Xero, and TaxFolder (contact updates, work items, invoice tracking)

● Help clients use client-facing platforms effectively, troubleshooting basic access or usage issues

● Assist with routine government forms and filings (such as GST/HST registrations, Business Registry changes) under accountant supervision

● Prepare standard CRA correspondence under accountant supervision, and liaise with the CRA on behalf of clients as directed

● Record and track client payments; process in-person payments and POS settlements

● Follow up with clients on outstanding invoices

● Support the Office Manager with day-to-day operational tasks, including incoming/outgoing mail and couriers

What We're Looking For

Required

● 1–3 years of administrative or client-facing experience in a professional services environment (accounting, legal, or financial services preferred)

● Post-secondary diploma or certificate in business or office administration, or equivalent experience

● Strong written and verbal communication skills; professional phone manner

● Proficient in Microsoft 365 (Outlook, Word, Excel, Teams, SharePoint)

● High attention to detail; able to manage multiple priorities and confidential information with discretion

Nice to Have

● Prior experience in a public accounting or tax environment

● Familiarity with Karbon, TaxCycle, Xero, or similar practice management and accounting platforms

● Comfort learning and using new software tools — including AI-assisted platforms for document drafting and client correspondence — and a track record of picking up new technology quickly

● Experience with CRA correspondence or government filings

Our Tech Stack

● Xero

● Karbon

● TaxCycle

● TaxFolder

● Microsoft 365

● Claude AI

Work Arrangement

● On-site, full-time at our Thornhill office (39 Centre Street) — this role does not offer a remote or hybrid option

Compensation & Benefits

● $42,000–$54,000 annually, commensurate with experience

● Health Spending Account (HSA), eligible after 6 months of continuous service

● Group RRSP and DPSP, eligible after 6 months of continuous service

● Paid vacation in accordance with the Ontario Employment Standards Act

● Collaborative, supportive work environment with opportunities for growth

Ready to Apply?

If you're organized, personable, and looking to be a central part of a supportive, tech-forward accounting office, we'd love to hear from you. Apply directly with your resume.