Bilingual Office Assistant with bookkeeping duties, Ottawa-Gatineau

Position Type: Full Time, Permanent

Salary is determined based on your skills and experience

About Boyer & Boyer, CPA

At Boyer & Boyer, the team comes first! Together, we push the boundaries of the traditional accounting firm. From our office in Ottawa, we serve clients across Canada, the U.S., and beyond. For nearly 30 years, we’ve ensured every client feels supported in their preferred language. Join us in a virtual-first, paper-free environment that leverages Cloud and AI technology. Our vision? Simplify accounting and tax for everyone. 

Why Choose BBCPA?

• Collaborative Leadership: Your voice matters. Together, we shape our growth. 
• Innovative Tools: Lead with cutting-edge technology. 
• Rewarding Compensation: All overtime is compensated. 
• Adaptable Work Hours: Flexible hours, with options between 7 am and 7 pm. 
• Tight-knit Team: We value and support each team member’s contributions. 

What Sets You Apart 

• Passion for Mastery: Skilled in administration with a drive for continuous improvement. 
• Bilingualism: Fluent in both English and French. 
• Versatility & Adaptability: Flexible across roles, including administration, client service, and bookkeeping. 
• Tech Savvy: Proficient in digital tools with a knack for learning new systems. 
• Financial Acumen: Knowledge and experience in relevant financial sectors. 

You should enjoy team collaboration, value feedback, and have strong communication, problem-solving, and analytical skills. 

What Your Day to Day Will Look Like

Every day will be unique! You’ll handle varied tasks that include numbers, software, and people. 

What You Will Do: As a Bilingual Office Assistant, you will support our team and clients with tasks like: 

Client Communication & Support: 

• Respond to inquiries by phone and email (English/French). 
• Assist clients with electronic and in-person document signing. 
• Guide clients through the tax questionnaire and verify submitted documents. 
• Share links and folders on our drive, ensuring confidentiality. 
• Answer FAQs, direct calls to team members, and gather client feedback. 

Document & Mail Management: 

• Assemble financial/tax documents, invoices, and reports. 
• Organize, scan, and file documents physically and electronically. 
• Handle incoming/outgoing mail and shred confidential documents as needed. 
• Print financial statements and assemble income tax returns. 

Administrative & Office Support: 

• Provide support to all team members, including partners. 
• Schedule meetings, maintain client contact info, and respond to inquiries. 
• Update client info across systems (Karbon, TaxCycle, Ignition, OneDrive, XERO). 
• Manage client files and assist with internal bookkeeping, including:
  • Accounts Receivable: Track receivables, follow up on overdue accounts. 
  • Financial Reconciliation: Match Action Plans with issued invoices, reconcile bank statements.
  • Daily Transactions: Record and categorize expenses and revenues promptly.

Operations Support: 

• Assist with onboarding new clients and setting up folders. 
• Provide in-person office support. 
• Update templates and support various duties to keep the office organized. 

Confidential Information Handling: 

• Maintain confidentiality and accuracy of client information. 
• Organize client financial data securely. 
• Support accountants with Notices of Assessment (NOAs) and retrieve information from the CRA. 

Additional duties may include assisting in setting up accounting systems and supporting daily operations. 

Education and Skills  

Experience: Open to entry-level with some experience or experienced applicants. 

Education: College diploma, CEGEP, or equivalent experience in: 

• • Administrative Assistant and Secretarial Science 
  • Executive Assistant/Executive Secretary 
  • Accounting Technology/Technician and Bookkeeping 
  • Administration or accounting-focused degree (an asset) 

Technical Proficiency: 

• Microsoft Office 365 (OneDrive, Outlook, MS Teams) 
• Proficiency in XERO (required)
• Familiarity with tax preparation software (an asset) 
• Equipment experience: scanner operation 

Areas of Specialization: 

• Handling reports, forms, financial statements, invoices, and payroll services 

Language Skills:  

• Bilingual proficiency in English and French (required) 

Core Skills: 

• Strong communication, time management, and organization skills 
• Technical proficiency with a commitment to learning 
• Collaborative spirit focused on team success 

Why Join Us? 

Health and Wellness 

• Medical teleconsultation and health insurance plans (individual/family) 
• Employee assistance program for employees and immediate family 
• On-site gym access 
• Our office closes for a week in both May and July, and for 1-2 weeks during December/New Year, ensuring ample relaxation and renewal. 

Mental Well-being 

• Team lunches and wellness activities, from patio gatherings to group walks 

Work-Life Balance 

• Competitive compensation packages 
• Customizable schedule tailored to your current needs 
• Hybrid and flexible work mode (from our offices and your home) 
• Option for condensed work schedule 

Development 

• Helping you grow and thrive is one of our priorities. With our various programs, you have everything you need to reach your full potential.  
• Various activities, conferences, and training sessions throughout the year 

Our Values

We are committed to personalized service, recognizing each client’s unique needs. Our tailored approach is especially valuable for small businesses or individuals who may require more attention and guidance than larger firms can provide. At BBCPA, we celebrate diversity and foster an inclusive environment where everyone feels valued. 

Additional Information

Security and Safety Requirements 

• Criminal record check 
• Credit check 

Work Conditions and Physical Capabilities 

• Fast-paced environment with tight deadlines and repetitive tasks 
• Requires sitting for extended periods 
• Attention to detail and ability to work independently 

Hours and In-Office Presence 

• 40 hours per week with a 30-minute unpaid daily lunch break 
• In-office presence is required, unless otherwise approved. 

Work Environment Considerations

The partners have a dog that is occasionally present in the office. While the dog remains in their designated area, there may be occasional barking. Applicants should be comfortable working in an environment where a dog is present. 

Inclusivity and Opportunity

Feel you’re a great fit? Don’t hesitate, even if you don’t match every criterion. As an equal opportunity employer, we believe in fostering talent and potential. Please reach out to us at info@boyer-boyer.com. 

Our Recruitment Process 

1. Email your resume/CV to info@boyer-boyer.com. 
2. If selected, we’ll invite you to a Meet & Greet to see if we’re a great fit. 
3. Skills assessment to evaluate your expertise. 
4. Final interview to determine if we’re ready to start a journey together. 

If you are looking for a challenging and rewarding career, a place to belong and thrive, and a great team of colleagues who want to be part of your development, apply now by emailing your resume to info@boyer-boyer.com.