Job Title: Receptionist / Bookkeeper / Tax Preparer
Job Location: Devon, AB
Schedule: Part-time (approximately 20 hours per week, increasing to 30 hours during tax season)
Our client is seeking a detail-oriented and customer-focused Receptionist / Bookkeeper / Tax Preparer to join their team. This multifaceted role combines front-office administration, bookkeeping, and tax preparation responsibilities, supporting both clients and internal operations with professionalism and accuracy.
What’s the Job?
- Greet clients and visitors in a professional, friendly manner.
- Answer, screen, and direct incoming phone calls and emails.
- Schedule appointments and manage calendars.
- Maintain accurate and confidential client files and records.
- Prepare correspondence, reports, and administrative documents.
- Manage incoming and outgoing mail and assist with client onboarding.
- Maintain office supplies and support general office operations.
- Perform full-cycle bookkeeping for multiple clients.
- Reconcile bank, credit card, and loan accounts.
- Process accounts payable and receivable.
- Manage payroll processing and remittances.
- Prepare GST/HST returns and other regulatory filings.
- Maintain general ledgers and assist with month-end and year-end procedures.
- Prepare financial statements and supporting documentation.
- Prepare and file personal (T1) and corporate (T2) tax returns.
- Assist with trust and partnership returns as needed.
- Review financial records and identify eligible deductions and credits.
- Communicate with tax authorities on behalf of clients when authorized.
- Stay up to date with Canadian tax laws and regulations.
- Support tax planning and respond to client inquiries.
What’s Needed?
- Diploma or certificate in Accounting, Bookkeeping, Business Administration, or a related field.
- 2–3 years of experience in bookkeeping and administrative support.
- Experience preparing Canadian personal and corporate tax returns.
- Proficiency with accounting and tax software (e.g., QuickBooks, Sage, TaxCycle, Profile).
- Strong knowledge of Canadian payroll, GST/HST, and tax regulations.
- Excellent computer skills (Microsoft Office Suite).
- Strong organizational, time-management, and multitasking abilities.
- Excellent communication skills and client service mindset.
- Ability to handle sensitive information with confidentiality and professionalism.
What This Role Offers.
- Diverse responsibilities across administration, bookkeeping, and tax preparation.
- Opportunities for professional growth and skill development.
- Exposure to a variety of client accounts and financial scenarios.
- Collaborative and supportive team environment.
- Flexible part-time schedule with increased hours during peak tax season.
If this is a role that interests you, click apply now. We look forward to speaking with you!
Work Location: In person