Crowe Soberman

Administrative Assistant

• Providing administrative support to tax partners and tax team
• Issuing conflict checks, setting up new clients, and maintaining client database in the CRM (Dynamics 365)
• Creating Caseware files for new clients, roll forwards, drafting engagement letters and enclosure letters
• Printing and assembling tax packages and processing e-returns
• Preparing T4, T5, and NIL returns
• Quality review (accuracy, completeness, appearance) of outgoing correspondence
• Ensuring complete confidentiality when dealing with sensitive documents and issues
• Preparing and submitting forms to the Canada Revenue Agency

Administrative Assistant, Tax