About Us
API Accounting, Tax & Advisory Inc. provides specialized services for small to mid sized businesses (S Corps, Partnerships, PCs) and complex individual tax preparation.

Responsibilities

• Respond to telephone, in person or electronic inquiries
• Monitor, screen, respond to and distribute incoming calls or emails
• File and organize electronic documents
• Process incoming and outgoing mail
• Connect with clients to gather essential information
• Sort, process and verify forms and documents
• Photocopy documents for distribution, mailing and filing
• Help to keep the workflow moving utilizing firm workflow management software
• Assist other team members with tasks specific to their business segment (Tax, Accounting, Payroll, Operations)
• Other tasks as requested by other team members

• High School Diploma (or equivalent)
• Post Secondary Education

• Basic computer skills
• Excellent communication skills
• Great attention to detail
• Knowledge of major software
• Solves problems effectively
• Well organized
• Works well in a team
• Present a pleasant demeanor with clients and your fellow co‐workers
• Exercise discretion with certain intimate data and details

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