Accountant

Bestax Accountants is a full-service accounting, tax, and business advisory firm serving clients across Canada and internationally. We support startups, SMEs, and growing businesses with accounting, taxation, compliance, and advisory services. Our team works in a professional, fast-paced environment focused on accuracy, client service, and long-term growth.

We are looking for a proactive and organized Sales Assistant (Admin & Operations) to support our sales, client coordination, and day-to-day office operations. This role is ideal for someone who enjoys working across multiple functions, supporting sales activities while ensuring smooth administrative and operational processes.

The position plays a key role in assisting management, coordinating with clients, and ensuring internal follow-ups are completed on time.

• Assist the sales team with lead coordination and follow-ups
  

• Respond to basic client inquiries and route them to the relevant team
  

• Prepare and send proposals, quotations, and follow-up emails
  

• Maintain and update leads and client records in CRM systems
  

• Track sales activities, follow-ups, and deal progress
  

• Handle day-to-day administrative tasks and office coordination
  

• Manage emails, calendars, and meeting scheduling
  

• Maintain client files, documents, and records in an organized manner
  

• Assist in preparing engagement letters, invoices, and service documents
  

• Coordinate onboarding documentation for new clients
  

• Coordinate between sales, accounting, and management teams
  

• Track task statuses and ensure timely follow-ups
  

• Assist in preparing internal reports and summaries
  

• Support process documentation and workflow improvements
  

• Handle ad-hoc operational tasks assigned by management
  

• Diploma or Bachelor's degree in Business Administration, Accounting, or a related field
  

• 1–3 years of experience in sales support, administration, or operations (professional services experience preferred)
  

• Strong organizational and multitasking skills
  

• Good written and verbal communication skills
  

• Proficiency in MS Excel, Word, and basic reporting
  

• Experience with CRM systems (Zoho, HubSpot, or similar) is an advantage
  

• Professional attitude with strong attention to detail
  

• Ability to work independently and meet deadlines
  

• Competitive salary based on experience
  

• Exposure to accounting, tax, and professional services environment
  

• Opportunity to learn sales, operations, and client management
  

• Clear growth and career development opportunities
  

• Supportive and professional work culture
  

• Hands-on experience with modern tools and systems
  

• Hands-on learning across accounting, tax, and compliance
  

• Clear growth and career progression opportunities
  

• Supportive and professional work environment
  

• Training and skill development opportunities
  

• Opportunity to work with modern systems and processes