As of March 17th - we are open from 9:00am until 6:00pm weekdays during tax time!


Please drop your documents in a sealed, labeled envelope at the front desk during our open hours. If you require an appointment, please phone to schedule.


Important!


  • MASKS ARE REQUIRED TO BE WORN IN THE OFFICE - notify us upon arrival if you have a medical exemption
  • PLEASE CALL ABOUT USING OUR PORTAL IF YOU CHOOSE TO NOT WEAR A MASK .

 


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 windowhttps://issuu.com/blackpress/docs/i20201021020009392/14



August 19, 2019


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


We are adding a new team member!


  • 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.


  • 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



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:


RESPONSIBILITIES:

Include, but are not limited to;


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