November 2021

Thank you to our customers for voting for us for the 4th year in a row!

We truly appreciate your support!

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We are adding a new team member!  Posted 10/5/21


We are looking to fill a full-time position for our growing Tax and Bookkeeping business. The successful candidate will perform duties as front desk receptionist and provide administrative/bookkeeping support. This is a key role in providing a positive client experience as well as maintaining organization and efficiency within the office and assigned tasks.




o   Minimum 1-2 years of office management experience required

o   Must be proficient with Microsoft Office Word, Excel, and Outlook

o   Ability to assist staff in maintaining strict deadlines required

o   Ability to multi-task and strong attention to detail required

o   Strong time management and organizational skills

o   Excellent customer service and telephone skills required

o   Reception and general office management duties, including but not limited to:

    • Greeting clients, screening calls and taking messages, filing, scheduling appointments, uploading/downloading documents with our secure portal
    • Ordering supplies, distributing incoming mail, and handling time sensitive and confidential mailings, and bank deposits
    • Collecting tax information provided and matching with appropriate client files, handing out completed tax returns, obtaining signatures on documents, and accepting and recording payments from clients

o   Maintaining confidentiality with client and company information

o   Maintaining a clean and organized office environment

o   Social media account and website management with oversight

o   Light data entry into Sage Accounting & QuickBooks with training

o   Client management and/or project management skills an asset

o   Ability to learn new skills as the office grows



Wage is negotiable and based on qualifications and experience. We are seeking someone for full-time, but would be willing to hire part time for the right person.

References are required.  

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  • MASKS ARE REQUIRED TO BE WORN IN THE OFFICE - notify us upon arrival if you have a medical exemption


October 21, 2020

Thank you everyone for continuing to vote us the Best of the Okanagan for the 3rd consecutive year 😀


Also, a huge CONGRATULATIONS to all the other Winners, Silver, and Bronze winners. Here is a link to view all the winners in the publication --> External link opens in new tab or window

July 12, 2019