Administrative Support

Who we are

At ConnectCPA, we’re not your traditional accounting firm. We are an online/virtual firm, paperless, and tech-savvy.   We are growing rapidly and searching for a team member who meshes with our unique firm culture.  

We are a Licensed Chartered Professional Accountant (CPA) firm that operates with a startup mentality: we experiment, we collaborate, we embrace new technologies, we automate, and we actually like Mondays (most of the time).

We’re big believers in working smart, not just hard. We wear hoodies, not suits. We talk on Slack more than email. And we’re constantly on the lookout for new tools and better ways of doing things. We’ve made growth and innovation a part of our DNA.

Want a peek behind the scenes? Check us out on our Website, LinkedIn
and Instagram.

You can see the highlights from our 2023 PH retreat HERE.

Why us?

We’re building a workplace where people can grow, feel heard, and actually enjoy their work. Here’s what that looks like:

• Fully Remote. You will be working from your home office (who doesn't love that?)
• Room to grow. Opportunities for career development and annual performance increase.
• Fully paid for health, dental, and vision benefits. Plus access to virtual healthcare.
• Fridays off in July & August (yep, paid!)
• Paid December holiday shutdown. Rest, recharge, repeat.
• Equipment Provided. A brand-new laptop and all the gear you need to hit the ground running.
• Your voice matters. From improving workflows to shaping our culture, everyone has a seat at the table.
• Supportive, inclusive, and low-ego environment. We value respect, collaboration, and open communication, without unnecessary corporate politics.
• Comfortable, casual, and professional. We don’t require formalwear; wear what helps you do your best work, while remaining presentable and client-ready when needed.

What is the role?

This is a cross-departmental role designed to help keep things moving across ConnectCPA. You'll work with several teams and take ownership of a wide range of recurring administrative tasks, internal support requests and ad hoc projects. If you're organized, tech-savvy, and enjoy jumping between different types of work, this role will give you exposure to many areas of the company.

Who are we looking for?

• Is extremely organized and good at keeping track of many small tasks
• Is comfortable learning new software
• Can troubleshoot before immediately asking someone else for help
• Communicates clearly with clients and coworkers
• Doesn't mind repetitive administrative work but can also handle random projects
• Is comfortable switching between departments and priorities
• Has strong attention to detail
  

Accounting experience is not required.

Ongoing Duties: 

Support Admin: 

• Assign external support tickets and coordinate with team members to ensure escalated support tickets are answered in a timely manner
• Provide requested documents and basic tech support for clients upon their request
• Provide technical support and troubleshoot applications and platforms (Xero, Dext, QBO, Wise, A2X)
• Corresponding with application partners' support teams for clarification on client inquiries and other technical issues
• Maintain client/staff access to systems
• Complete admin-level internal support requests
• Assist with departmental support tasks 

Onboarding Admin: 

• Maintain, oversee and organize administrative client onboarding tasks in our CRM
• Create Recurring Reminder Notifications (i.e. for Month-end, year-end & sales tax requirements)
• Correspond with clients via email regarding information required
  

Accounting & Tax (A&T) Admin: 

• Provide A&T Admin vacation coverage (filings, email notifications to clients)

Operational Admin: 

• Assist with software license management
• Accept application invites and password change requests 
• Create automation and triggers in our ticketing software (Teamwork)

Other Admin:

• Other ad-hoc tasks and projects as they arise

What you bring to the table:

• Great communicator. You’re confident, clear, and professional in both writing and conversation. 
• Organized & efficient. You can juggle multiple projects and tasks without dropping a beat.
• Self-starter energy. You’re proactive, motivated, and comfortable working independently in a remote setting.
• Tech-savvy. You learn new software quickly and maybe even geek over automations and workflow hacks.
• You just get it. You’re sharp, dynamic, and ready to become a key player in a fast-growing firm where your ideas make an impact.
• Strong internet. At least 6Mbps up/down to keep Zoom running smoothly and work flowing freely.

We are looking for somebody talented and dynamic. We are a growing firm, and the individual who is selected for this position will become a key member of our team!  

ConnectCPA is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals without discrimination on the basis of race, colour, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, veteran status or any other protected class.