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Job Description
- Answering telephone, taking messages and answering routine questions.
- Maintaining vacation schedule and master schedule of whereabouts for staff.
- Maintaining master copies of organizational policy and procedure manuals and keeping them up-to-date.
- Typing and distributing memos, meeting minutes and presentations for staff.
- Review CRA notice of assessment. Communicate with tax officers for the subsequent action.
- Maintain digital client folder to ensure client related documentation being named/saved per RT standard.
- Assemble returns for paper filing.
- Process mailing labels and document the mailing receipt.
- Communicate with CRA for the status of the accounts per request from tax officer.
- Clean up tax data base to update the tax filing records.
- Review corporate records to ensure appropriate destruction dates are assigned
- Contribute to the overall success of Professional Practice Group by providing support to the team with various initiatives or projects, as required
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