Senior Administrative Assistant

As a Senior Administrative Assistant your responsibilities will include: Proactively supporting Assurance and Tax teams by acting as a key client liaison, ensuring seamless and responsive service delivery within a fast‑paced, growing practice Preparing, editing, and delivering polished, concise, and professional client communications and reports that reflect firm standards and elevate the client experience Preparing accurate financial statements in Word or Caseware, ensuring quality and timeliness for client delivery Producing client‑ready financial documents through precise proofreading, formatting, and assembly Managing timely and professional client invoicing, including clear and client‑friendly communication as needed Maintaining and updating CRM systems by monitoring and cleaning up leads/opportunities and setting up new clients and engagements Handling CRA filings (RC59s, T1013s, etc.) with accuracy while ensuring clear communication with clients throughout the process Owning client correspondence on behalf of Partners and Managers, including drafting thoughtful, concise, and professional emails and following up proactively Supporting client‑facing proposals and materials with a focus on clarity, professionalism, and compelling presentation Coordinating year‑end file assembly and delivery, including: CaseWare file set up, lock down, and roll forward E‑filing and paper filing of tax returns and related documentation Supporting document preparation and organization for client delivery Providing billing support, including drafting invoices, coordinating approvals, and issuing final bills to clients in a timely and professional manner Preparing and monitoring Work‑In‑Progress (WIP) reports to support Partners and Managers in managing client engagements and billing cycles Preparing and distributing PBC (Prepared By Client) request letters and following up on outstanding items Responding to and triaging client requests, ensuring prompt follow‑up or escalation as appropriate Assisting with professional development session set ups and tracking attendance Managing Partner calendars and coordinating client meetings with a strong focus on responsiveness and professionalism Preparing and tracking expense claims/submissions Coordinating external/internal staff meetings, room bookings, meals/catering and events including live meetings, video conferences, etc. Assisting with tracking and managing client deadlines to ensure compliance and timely completion of engagements Other duties as required Success in this role means consistently delivering accurate, timely client outputs, maintaining well‑managed workflows, and enabling Partners and Managers to focus on client service and advisory work. Qualifications 5+ years of administrative experience in a busy professional services environment Experience preparing financial statements (in particular using Caseware) would be an attribute but not essential Accounting or bookkeeping knowledge, with a foundational understanding of financial statements, is an asset 3+ years of experience using Tax Prep Experience with CRM tools and/or D365 would be an asset Able to manage multiple client priorities efficiently in a fast‑paced, deadline‑driven environment Strong collaboration skills and a client‑service mindset when working across teams Exceptional organization and prioritization skills, with the ability to balance competing client needs Sound judgment, business acumen, and proactive problem‑solving skills A proactive learner who is motivated to contribute meaningfully to both client service and team success Outstanding verbal and written communication skills, with a strong focus on clear, concise, and professional client interactions Ability to think ahead and take initiative Ability to work well independently and within a team environment Ability to handle sensitive and confidential information Advanced proficiency with MS Word, Excel, and PowerPoint, producing polished, client‑ready work Attention to detail Flexibility to work additional hours during peak periods to meet client needs What's in it for you? Profit sharing Flex days RRSP contributions Firmwide holiday closure Wellness benefits Concierge‑like benefits Work from anywhere in Canada during the summer for 4 weeks and more! At Doane Grant Thornton, we believe compensation should reflect more than just market data—it should reflect you. We’re serious about compensation. We benchmark regularly across a wide spectrum of roles, industries, sectors, and levels to ensure our ranges are both competitive and current. But we don’t stop there. We also consider the unique strengths, experiences, and impact each individual brings to the table. Our salary ranges are reviewed annually, and where you land within the range depends on a mix of factors— your background, your skills, and how your contributions align with internal equity. To help start the conversation, the current salary range for this role is $50,000–$67,200 in Kelowna. If the role is available in other locations, the range may differ to reflect local market factors. Our special culture shines through when we have the opportunity to connect in person. That’s why we’re working in a model where teams are required to be together in the office 4 days per week. #J-18808-Ljbffr