Accounting & Digital Associate

Responsibilities

• Support new clients in getting started with the firm\'s digital tools: client portal, invoicing software, document upload, etc.
• Guide them through implementing their electronic invoicing process: connecting to the e-invoicing platform, submitting invoices, and managing the approval workflow
• Create clear, tailored educational materials (how-to sheets, tutorials, step-by-step guides) and deliver short training sessions, internal and/or external
• Act as the link between the client and internal teams to ensure smooth communication from the outset of the relationship
• Identify malfunctions, propose improvements, and contribute to optimizing our client onboarding process
• Detect additional client needs and escalate them to the assigned chartered accountant
• In parallel, you will be assigned a tailored client portfolio to maintain hands-on operational involvement in the role

Qualifications

• You are reliable and committed, and you follow through on your commitments
• You have a genuine client-oriented and commercial mindset
• You are proactive and don’t wait to be told what to do
• You can reassess your ideas and challenge your own assumptions
• You are organized, autonomous, and see tasks through to completion
• You find solutions and do not get stuck on problems
• You have a solid understanding of how an accounting firm operates
• You have strong accounting and tax fundamentals
• You are very comfortable with digital tools and able to upskill independently
• You have knowledge of (or an active curiosity about) the electronic invoicing reform
• You are able to create clear instructional materials and deliver training
• You can manage multiple client files in parallel