Administrative Assistant

Who Are We?

Rise is not your typical accounting firm. We go beyond the traditional role associated with most accounting firms and become trusted business partners and advisors for our clients.

Since 1979, we’ve been helping clients of all sizes create the businesses and lifestyles they envision by delivering expert insights and financial guidance.

We work primarily with privately-owned businesses to provide a unique, customized, and coordinated mix of services, including accounting and assurance, tax planning and advisory, business improvement advisory, mergers & acquisitions advisory, and estate and succession planning.

Why Work With Us?

We are a diverse and growth-oriented team consisting of highly experienced professionals who provide big firm solutions to privately-owned clients.

Our team has accomplished great things in the past few years, and we’re looking for more people to join us—people who are passionate, take pride and ownership of their work, adopt a growth mindset and are committed to providing outstanding support to our clients.

Our leadership team is focused on fostering a learning environment. We prioritize internal engagement, growth, and the advancement of our team members as we know your growth will help our organization grow.

Life at Rise CPA

As part of Rise, we're here to help you achieve your personal and professional goals. We intend to invest in you by creating a positive work environment to maximize your potential. Below are a few of the incredible perks and benefits you can expect to receive while working at Rise:

• Collaborative environment and open-door policy – easy access to Partners and Management
• Paid health & wellness days
• 4-day summer work weeks in July and August
• Formal/informal mentorship and support 
• Competitive compensation package
• Social and community events held year round
• Flexible dress code

About the Role 

We are currently hiring for two Administrative Assistant positions (Junior to Intermediate level) to support our team! These roles are ideal for highly adaptable, detail-oriented individuals who thrive in a fast-paced, deadline-driven environment. You will play a key role in supporting the flow of client work, managing shifting priorities, and ensuring accuracy across a variety of administrative processes.

Your primary responsibilities will include:

• Providing daily reception coverage
• Compiling corporate files
• Compiling individual tax returns
• Compiling trust returns
• Compiling partnership returns
• Supporting workflow coordination and administrative processes across the team
• Maintaining and updating workflow tools (e.g., iFirm and internal trackers) to reflect real-time status of files and assignments
• Coordinating and tracking client deliverables across multiple engagements to ensure deadlines are met
• Proactively identifying and helping resolve workflow bottlenecks, escalating issues where appropriate
• Preparing and organizing documentation and materials for client deliverables and meetings
• Assisting with client correspondence and ensuring timely follow-up on outstanding information requests
• Drafting and sending out invoices to clients
• Following up on outstanding invoices
• Completing ad hoc administrative duties as required

Required Experience, Qualifications and Characteristics:

• Completion of a Post-Secondary Degree or Diploma
• Minimum 1 year of administrative support experience, ideally in a professional services environment; experience working in a public practice accounting environment is an asset
• Strong attention to detail and accuracy in all aspects of work
• Highly organized with the ability to manage multiple deadlines, competing priorities, and workflow dependencies
• Proactive, forward-thinking, and resourceful with strong critical thinking and problem-solving skills
• Strong interpersonal and communication skills, with the ability to interact professionally and effectively with both clients and internal teams
• Self-starter with a strong sense of ownership and accountability
• Comfortable working in a fast-paced, dynamic environment
• Experience using MS Office (Word, Excel, PowerPoint)
• Experience with CRM software (such as iFirm) and tools like CaseWare and SharePoint is an asset; a strong willingness to learn new systems is essential
• Team player, willing to support reception and collaborate across teams
• Tax return filing experience is an asset
• Able to work overtime when required 

Note: These are 100% in-office positions, requiring regular onsite presence at our office. 

Annual Salary Range: $45,000 to $65,000

Are you ready to take your career to new heights? Apply Now.

Please note, only successful applicants will be contacted to set up an interview.