Administrative Coordinator & Bookkeeping Assistant

Job summary

Prepare and deliver tax returns and financial statements, manage e-filing and signature collection, and support clients with CRA representation processes. Record and reconcile financial transactions, request missing client documents, provide reception and administrative support, and track deadlines while protecting sensitive information.

Job details

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.

What you’ll do

Prepare and deliver tax returns and financial statements, manage e-filing and signature collection, and support clients with CRA representation processes. Record and reconcile financial transactions, request missing client documents, provide reception and administrative support, and track deadlines while protecting sensitive information.

Requirements

The role seeks 1–3 years of administrative or bookkeeping experience, preferably in public accounting or professional services. Candidates should have experience with Xero and tax software such as Cantax or Taxprep, strong Microsoft Office and Adobe Acrobat skills, accuracy, and professional client communication abilities.

Benefits

• Paid Time Off
• Health Benefits
• Professional Growth Opportunities
• Training
• Supportive Team Environment

Listed skills

• Bookkeeping · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred
• Data entry · Preferred
• Accounts receivable · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Bookkeeping
• Accounting Software
• Xero
• Tax Software
• Cantax
• Taxprep
• Microsoft Excel
• Microsoft Word
• Adobe Acrobat
• Data Entry
• Bank Reconciliation
• Accounts Payable
• Accounts Receivable
• Tax Return E-Filing
• Client Communication
• Confidentiality

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support

More jobs from The AC Group of Independent Accounting Firms Limited