Remote Administrative Assistant (Part-Time) – Long-Term Role at Canadian Accounting Firm

We are a growing remote Canadian accounting and tax firm looking to hire two part-time Administrative Assistants to support our team during tax season and beyond. These positions begin with light onboarding and training immediately, with core work starting January–June 2026, and ongoing year-round part-time support afterward. We’re looking for proactive, detail-oriented, tech-savvy admins who communicate clearly, follow structured processes, and enjoy supporting a busy accounting workflow. You’ll work directly with our accountants, senior admin, and leadership team to keep client work organized, moving, and completed on time.About UsWe are a fully remote accounting firm serving clients across Canada. Our team values:Clear communicationReliabilityAccuracy and organizationTechnology-forward workflowsA friendly, supportive environmentLong-term relationships with our team and clientsIf you enjoy structured work, well-defined SOPs, and helping clients have a smoother experience, you’ll fit right in. Key ResponsibilitiesThese responsibilities come from our internal SOPs and real admin tasks inside a working Canadian accounting practice.Client Communication & SupportRespond to client emails through our shared inbox using templates and SOPsManage client questions, intake issues, file requests, and follow-upsSend reminders for missing documents based on workflow statusHandle voicemail follow-up and message routingTaxDome / Workflow ManagementAssign tasks to clients inside TaxDomeUpload documents and organize client foldersTrack outstanding items and due datesMove jobs through workflow stages accuratelyTag and categorize client communicationsSet up new clients on our pipelinesDocument ManagementReview uploaded files for completenessRename, categorize, and file documents based on firm standardsPrepare document packages for accountantsAssemble PDFs for client signatureOrganize CRA correspondenceCRA / Government Support Tasks(No tax expertise required — SOPs and templates provided)Retrieve CRA letters and noticesDownload client CRA documents (NOAs, account statements, slips)Forward CRA requests to appropriate accountantTrack audit/review deadlinesLog correspondence for recordkeepingAdmin & Operations SupportCreate and send engagement lettersIssue invoices and follow-up remindersRecord offline payments (e-transfers, cheques)Perform basic data entryClean up client folders and archive filesAssist with monthly outreach (template-based)Monitor appointment bookings and notify teamRequirementsExcellent English communication (written and verbal)Strong attention to detail and accuracyAbility to follow SOPs and structured workflow stepsComfort using multiple cloud-based toolsExperience with any of the following is a bonus:TaxDomeGoogle WorkspaceQuickBooks OnlineCRM or ticketing systemsAbility to work independently and ask questions when unclearQuiet work environment and strong internet connectionCommitment to confidentiality and professionalismSoft Skills We ValueProactive — takes initiative without waiting for instructionOrganized — keeps tasks on track without remindersCalm — even under pressure during tax seasonFriendly — communicates professionally with clientsTech-forward — comfortable learning AI-assisted workflowsReliable — we can count on you to follow the process correctlyAvailabilityStart date: As soon as possible (training begins now)Hours: 10–20 hours/week initiallyPeak period (Feb–May 2026): Up to 20–30 hours/weekTime of day: Flexible, but must overlap with 9am–9pm ET for 3–5 hoursLong-term position after tax seasonCompensationHourly contract on UpworkCompetitive rate based on experienceLong-term recurring work for strong performersRaises available based on reliability & performancePlease answer the following questions at the top of your proposal:What experience do you have with administrative work in a remote environment?Have you used tools like TaxDome, CRMs, client portals, or workflow systems before? Describe a time you followed strict procedures or SOPs — how did you ensure accuracy? What hours can you work each week from now through June 2026? Why do you think you would be a good fit for a remote accounting admin role? We’re hiring two people and reviewing applications immediately. If you’re organized, reliable, and excited to join a growing Canadian accounting firm, we’d love to hear from you! Apply tot his job