March 21, 2020
We are proud to now offer a secure online portal for our valued clients.
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
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.
- 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.
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