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Workflow Coordinator

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Position Type: Full Time

The Opportunity

Davis Martindale is one of the most recognizable accounting firms in Southwestern Ontario. For over 50 years, we have proudly served and responded to the needs of our clients.

We are looking for a highly motivated Workflow Coordinator to join our dynamic Tax Services team!

In this position, you will demonstrate exceptional initiative, continuously seek out better ways of doing things, embrace challenges, and apply critical thinking to streamline and enhance our workflow processes. You are a key member of our tax team and will play a pivotal role in ensuring the smooth operation and efficiency of our team.

If you’re looking for a place where you can forge your own career path and take on new challenges, this may be the perfect opportunity for you!

Responsibilities

  • Coordinating department’s work-in-progress and project responsibilities to ensure on-time delivery
  • Building, maintaining, and monitoring department projects including status, timelines, and deliverables
  • Analyzing workflow pipeline for the leadership team
  • Acting as a liaison to coordinate cross line of service projects and facilitate communication
  • Maintaining accurate records of workflows, project statuses and any changes to processes
  • Monitoring, analyzing and reporting on department KPIs to leadership team
  • Maintaining and tracking Tax Partner’s client lists and co-ordinate with client service team on the file
  • Performing oversight of tax department software updates, templates and resource libraries
  • Identifying areas for process improvements and implement solutions
  • Seeking out technology alternatives to streamline processes and ensure efficiencies

Qualifications

  • Experience balancing multiple priorities while adhering to deadlines
  • Experience building cross-functional relationships
  • Advanced proficiency with Microsoft Office 365
  • Advance knowledge of Microsoft Excel functionality and complex data analysis
  • Experience with Microsoft Power BI and/or Microsoft Access an asset
  • Experience designing and running queries using SQL an asset

Compensation

Our competitive compensation package, including RRSP matching, great benefits, and professional development and training is designed to reward success. Details regarding compensation will be based on the successful candidate’s knowledge, skills, and experience.

To Apply

If you are looking for an exciting opportunity with a company that is employee focused as well as dedicated to client service, submit your resume in confidence to hr@davismartindale.com.

Interested? We'd love to hear from you.

Apply now