Admin-Part Time-Offshore

Job Title: Administrative Assistant (Part-Time)
Location: Remote
Organization: SRJ Chartered Professional Accountants
Employment Type: Part-Time (Approx. 15–25 hours per week)
Reports To: Office Manager / Managing Partners

About SRJ Chartered Professional Accountants

SRJ Chartered Professional Accountants is ranked as one of the Greater Toronto Area’s top accounting, cloud bookkeeping, and tax accounting firms, servicing clients across Canada and worldwide. Registered with CPA Ontario, we offer a fresh, paperless take on accounting by leveraging cloud-based software to empower small-to-medium-sized businesses. As a remote-first firm, we value work-life balance, employee empowerment, and exemplary client service.

Position Summary

The Part-Time Administrative Assistant plays a vital role in keeping our cloud-based practice running smoothly. Acting as a primary point of contact for clients and internal teams, this role manages client onboarding workflows, document coordination, scheduling, and day-to-day administrative operations in a fast-paced, deadline-driven accounting environment.

Key Responsibilities

• Client Onboarding & CRM Management: Set up new client profiles in our cloud practice management system, issue engagement letters, and coordinate initial document collection.
• Client Communications:

Respond promptly and professionally to client inquiries via phone and email, routing technical tax or accounting questions to the appropriate team members.

• Document & File Administration: Organize digital client records, track missing tax and financial documents, and assemble final electronic client packages (tax returns, financial statements) for e-signature.
• Scheduling & Calendar Coordination: Manage partner and manager calendars, schedule client consultations, and coordinate internal team meetings.
• Billing & Administrative Support: Assist with routine invoicing follow-ups, data entry, and general operational tasks to support the accounting and assurance teams during peak periods.

Qualifications & Skills

• Experience: Minimum 1–2 years of administrative or office support experience, preferably within a public accounting firm, legal office, or professional services environment.
• Tech-Savviness: Strong proficiency in Microsoft Office (Word, Excel, Outlook) and comfort working within cloud-based portals, CRM platforms, and e-signature tools (e.g., DocuSign, Adobe Sign).
• Communication: Clear, warm, and professional written and verbal communication skills in English.
• Organization & Accuracy: High attention to detail with the ability to manage competing priorities and meet strict tax and filing deadlines.
• Self-Motivation: Proven ability to work independently and stay proactive in a remote, paperless setting.

Why Join SRJ?

• Flexible Schedule: Part-time hours tailored to support a healthy work-life balance.
• Remote-First Culture: Work from anywhere with a supportive, collaborative, and modern team.
• Inclusive Environment: SRJ Chartered Professional Accountants is an equal opportunity employer committed to fostering an accessible and inclusive workplace.