Digital Accounting Associate

Responsibilities

• Support new clients in onboarding and using the firm's digital tools: client portal, invoicing software, document uploads, etc.
• Guide clients through the setup of their electronic invoicing process: connecting to the dematerialization platform, uploading invoices, and configuring approval workflows.
• Create clear, user-friendly training materials (how-to sheets, tutorials, step-by-step guides) and deliver short training sessions, internal and/or external.
• Act as the link between clients and internal teams to ensure smooth communication from the start of the relationship.
• Identify issues, propose improvements, and contribute to optimizing our client onboarding process.
• Detect additional client needs and escalate them to the assigned chartered accountant.
• You will be assigned an appropriate client portfolio so you maintain hands-on operational involvement in the role.
• Regular client visits will be required.

Requirements

• You are reliable, committed, and follow through on your commitments.
• You have a strong client-focused and commercial mindset.
• You are proactive and do not wait to be told what to do.
• You can reflect on and challenge your own ideas.
• You are organized, autonomous, and complete tasks to the end.
• You find solutions and do not get stuck on problems.
• You have a good understanding of how an accounting firm operates.
• You have solid accounting and tax fundamentals.
• You are very comfortable with digital tools and can upskill independently.
• You have knowledge of (or an active interest in) the electronic invoicing reform.
• You can create clear training materials and deliver training sessions.
• You are able to manage multiple files/assignments in parallel.