Executive Assistant

Baker Tilly GWD is a leading midsize accounting firm with offices in Guelph and Elora. Locally owned, we make an impact with value-added accounting, advisory, audit and tax services.

We serve clients at all stages of their development from emerging and owner-managed businesses to large private companies, not-for-profit organizations, professionals, and individuals.

We have a long-standing reputation of providing high quality personalized services across a broad range of industries.

Outside our two offices, we also draw on the speciality services provided across the Baker Tilly Canada network, and globally through our affiliation with Baker Tilly International.

This offers the best of both worlds with the ability to be part of an independent firm and take your career further with the potential for unlimited growth.

We have ambitious plans and are creating dozens of opportunities for talented individuals to join our growing team. We recognize that our success goes hand in hand with the success of our people and are striving to create a firm that everyone wants to work at! Our commitment to this goal was recognized by winning the CWCC 2021 Employer of the Year award.

We encourage everyone to Be True to their values and ambitions by :

Driving your own potential :

• Merit-based promotions and uncapped growth opportunities;
• Individual performance-based annual bonuses;
• Comprehensive benefits package;
• Professional development budget; and
• Dedicated Coach to support development and career advancement.

Enjoying more time away from the office and work-life balance :

• Three weeks starting vacation; and
• Two additional weeks of paid time off during the Summer months.

Giving back to the community :

• Three paid days off to volunteer;
• Local charitable initiatives; and
• A commitment to help you achieve your personal goals outside work.

If you are keen to be part of a collaborative and supportive team we want to hear from you!

Your primary responsibilities will include :

The Executive Assistant is responsible for supporting their assigned Partner(s) by liaising with clients, timely invoicing, maintaining client records and databases, and performing assigned administrative tasks.

• Administer action items after year-end meetings.
• Coordinate roll-forward tasks.
• Set-up jobs in practice management system
• Update client records.
• Draft invoices for approval and issue to client.
• Review and prepare engagement letters.
• Review and update year-end letters.
• Coordinate clients needing to make corporate tax, HST or other payments.
• Schedule meetings and take minutes when appropriate.
• Proactively track down client files that have not yet been submitted.
• Monitor jobs and follow up to completion.
• Monitor efiling of all key jobs (T1s, T2s, T1135, other) to meet deadlines.
• Proofread letters / emails.
• Plan team / training events.
• Pull files and search archives for historical data.
• Issue documents and forms for electronic signature.
• Follow up with lawyers on draft / final legal documents.
• Request investment info from advisors.
• Review team workflow; Missed / upcoming deadlines.
• Pull and securely send information to clients / advisors from CRA online.

A successful candidate will have :

Technical Skills

• Effective and professional written and oral communication
• Manage executive workflow.
• Process improvement skills.
• Microsoft 365
• Familiarity with CaseWare and iFirm

Qualifications and Attributes

Education :

Bachelor’s degree in Business, or a related field

Experience :

• Minimum 2 years of experience in accounting or related fields
• 7 years of administrative experience, with at least three years supporting executives

Skills and Qualities :

• Attention to detail
• Exceptional communication skills written and oral

Application Information :

If you are interested in this opportunity, please send your resume in confidence to . Please indicate Executive Assistant in the subject field.

Baker Tilly GWD is an equal opportunity employer. We are committed to building and maintaining an inclusive work environment.

We recognize the strength of diversity and encourage applications from all qualified candidates. Accommodation is available to all applicants upon request through our recruitment and selection process.