March 21, 2020


We are proud to now offer a secure online portal for our valued clients.


We are partnering with Wolters Kluwer, DocuSign, and CCHifirm to provide this innovative solution.


This portal will allow us to send/receive documents with our clients during these uncertain times.

If you wish to use the portal, please contact the office and we will send you a secure email with the registration invitation.


Already have a client portal with us? Click here --> Wish, Kwok & Associates Online Secure Portal


Questions? You can phone us at 778.476.5622 between 9:30 am and 5:00 pm each weekday.




August 19, 2019


Thank you to all of our applicants - this position has now been filled.


We are adding a new team member!




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.


QUALIFICATIONS:


        • Experience in Bookkeeping data entry
        • Experience with Excel and Word
        • Tax knowledge is a definite asset
        • Excellent customer service and telephone skills required– greeting clients with efficiency, friendliness and professionalism.
        • Maintaining confidentiality with client and company information
        • Ability to multi-task and attention to detail.


RESPONSIBILITIES:

Include, but are not limited to;


        • Greeting clients in person and via telephone
        • Set up client appointments for staff members
        • Collecting tax information that is provided by client and match with appropriate client file
        • Handing out completed tax returns, obtaining signatures and collecting payments

  • Helping with general responsibilities around the office

        • Filing and maintaining paperwork organization
        • Provide bookkeeping support/data entering
        • Maintaining a clean and organized office environment


These are key credentials in providing a positive client experience as well as maintaining organization and efficiency within the office and assigned tasks.


Wage is negotiable and based on qualifications and experience


Must be bondable


References a must


Job Type: Full-time





July 12, 2019