Job Description

Role                 Bookkeeper / Operations Support – Full-Time

                        Delhi, Ontario

Reports To       Team Manager

Bossy Nagy Group is seeking an energetic, client-focused, self-motivated and experienced bookkeeper / data entry technician to join its growing team of accounting and business advisory professionals. 

This role assists the accounting team in preparing financial statements and tax returns for its valued clients.  Duties include bookkeeping, data entry, completing selected financial and tax-related returns, gathering, organizing and maintaining client information, following up on outstanding matters via email and the telephone, assembling tax return packages and other operational support.  This role also provides backup coverage for the reception function during lunch and vacation periods. 

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Core duties include:

• Accurately and efficiently conduct all assigned tasks to support the accounting team in preparing financial statements and tax returns, including:
  • Bookkeeping and data entry
  • Gathering client information to support the Pre-Year-End planning process
  • Compiling, organizing and inputting client data to assist with file preparation
  • Preparing certain components of the file to support the client engagement, at the direction of the Team Accountant
  • Following up on post Year-End issues as requested
• Take all necessary steps to ensure assigned tasks are completed thoroughly, on a timely basis

• If requested, prepare T-1 tax and other returns for assigned clients; ensure the returns are completed on time and to BNG’s high standards

• With every deliverable or point of contact, seek to provide the client with an exceptional experience, exceeding their expectations wherever possible

• Ensure the quality of BNG’s work is consistently excellent, and always delivered on time and on agreed terms

• Foster a positive, supportive and professional work environment in which everyone is treated with dignity and respect