Executive Assistant

Baker Tilly KDN is hiring an Executive Assistant at our Peterborough office to support our Municipal Non-Profit (MNPO) Accounting Team. At the heart of Baker Tilly KDN is our commitment to make a difference for our clients, communities and profession. Are you hyper organized and a great communicator? Work as part of a fun and highly collaborative Audit group to proactively support the team's day-to-day needs.

Why join the Baker Tilly KDN team?

With BT KDN, you can find a career that’s uniquely you. Our professionals are encouraged to Be True to their values and ambitions. Our mission is to develop and support great people so they can feel their best, be their best and bring their best. When you join our firm, you can expect:

• Flex time and banked/paid overtime program (say hello to summer Fridays off)
• Competitive compensation and benefits package including comprehensive health and RRSP matching program
• A leadership team committed to your success
• Challenging and varied assignments
• Ongoing training and support for professional development
• Team building adventures (we've thrown axes, taken a river cruise and played dodgeball - just to name a few)
• A professional, fun and friendly working environment

What would you be doing?

Reporting to the Partners and working as part of a collaborative Municipal/Non-Profit (MNPO) Accounting team, the role of the Executive Assistant is to provide quality administrative and organizational support, to the Partners and Accountants of the MNPO team. This role will proactively support the team’s day-to-day needs in addition to management of the client and flow of work. Your primary responsibilities would include:

• Representing the firm in a professional, courteous, and confident manner, in both written and verbal communications, internally and externally
• Build relationships with clients and be the trusted first line contact with them for:
  • Discussion of schedule
  • Determination of clients’ “readiness”
  • Contacting them to follow up on letters, legal responses etc.
  • Sending packages of statements to clients ahead of council meetings
  • Bulk emails/communications and tracking/filing responses
• Scheduling audits
  • “Gatekeeper” of the team schedule and ensuring adherence to established timelines and budgets
• Admin tasks for team:
  • Printing papers and files required for the engagement and proposals
  • Preparing letters
  • Follow up calls with clients
• Overall management of workflow
• Importing trial balances into our audit software
• Coordinate and track scanner equipment for audit teams
• Responsible for meeting and event logistics including location and/or booking of meeting rooms, meals, equipment, materials, RSVPs, set up conference calls or video conference and travel
• Prepare expense reports following firm standards and processes
• Monitor, and review current internal systems, processes and software and make suggestions for building further efficiencies
• Assist in implementation of efficiency improvements

Who is our ideal candidate?

• Post-secondary education with administration and accounting acumen.
• Minimum 3 years of relevant experience in administration and customer service in a fast-paced, collaborative environment
• Previous experience working in a partnership or professional services firm supporting multiple staff is an asset
• Experience with CaseWare, Caseview, and Doc.it an asset
• Ability to engage in exceptional interpersonal relations with clients and team members
• Demonstrates sound judgement with regards to confidential and sensitive matter
• Effective organizational skills
• Advanced knowledge of Office 365 products, specifically Word, Excel, and PowerPoint
• Able to learn new software products with ease and provide direction
• Some accounting knowledge: trial balances, g/l accounts, capital continuity schedule, general accounting terms
• Takes initiative and direction and is a self-directed learner
• General knowledge of office equipment and basic IT troubleshooting
• Innovative thinking and adaptable to service needs
• Accuracy, precision, and acute attention to detail are essential
• Ensures professionalism, discretion, integrity, and tact in performance of duties
• Positive can-do attitude and ability to juggle multiple priorities
• High collaboration with existing team members
• Excellent time management with adherence to strict legislative deadlines

About Baker Tilly KDN

Baker Tilly KDN LLP (BT KDN) is a full-service accounting firm providing assurance, tax and related business advisory services to a broad range of clientele from our offices in Peterborough, Lindsay, Courtice and Cobourg. With 18 partners and more than 130 employees, BT KDN is the largest locally owned and operated regional accounting firm in Central Ontario. We have strong community roots and believe in providing our clients with high quality, personalized service.

In addition to top-notch assurance and tax guidance, BT KDN stands out by providing dynamic value-added expertise in a number of specific areas, including valuation, cybersecurity, and data analytics.

Interested applicants should apply by January 9, 2023 at 4 p.m. at https://bakertillykdn.bamboohr.com/careers

• Baker Tilly KDN LLP is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, gender, national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors. Baker Tilly KDN LLP is dedicated to fostering, supporting and celebrating a diverse workplace. Accommodation is available to all applicants upon request throughout our recruitment and selection process. Please contact us at smthornton@bakertilly.ca if you require accommodation. We will work with all applicants to accommodate their accessibility needs.

Baker Tilly KDN LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.

#LI-Onsite