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Added 12 mins ago
UO
Facilities Support
University of Alberta
Edmonton, AB
- Full-time
Are you a polished communicator, coordinator and collaborator? Do you enjoy taking care of the small details to work towards making a big difference? The Department of Medicine is seeking a…
Added 12 mins ago
SM
RQ00824 – Security Architect – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…operationalizing security controls. The successful candidate will support the Director, Cyber Security Defence & Resilience, in strengthening cyber security resilience across the Agency and…
Added 12 mins ago
E
Sponsorship Coordinator
Everise
Toronto, ON
- Contract
Everise is hiring a short-term Sponsorship Coordinator to support on-site sponsorship delivery for our client, The Royal Agricultural Winter Fair, from November 2 to November 20, 2026.
Added 27 mins ago
SB
Field Marketing Coordinator/Coordonnateur du marketing sur le terrain - Montreal, QC
Stanley Black & Decker, Inc.
Montreal, QC · St. Leonard CAN - Blvd Langelier
- Full-time
…compromis à la performance, à l’innovation, à la satisfaction du client et à la responsabilité sociale. C’est maintenant votre chance de devenir l’une de ces personnes au sein de notre…
Added 42 mins ago
E
Business/Admin Coordinator
EXP
Brampton, ON
- Full-time
Prepare client and proposal documents as requested, including resumes/CVs specialized tabs for proposals, letters, etc.
Added 1 hour ago
QM
Coordonnateur de la logistique - matières premières / Logistics Coordinator - Commodities
Quantum Management Services Ltd.
Montreal, QC
- $65,000 to $80,000 CAD / year
- Full-time
Our client, a physical commodities trading firm is seeking a detail-oriented and highly organized Logistics Coordinator to manage the daily scheduling and coordination of truck…
Added 1 hour ago
CG
Temporary Workplace Coordinator
Career Group
Toronto, ON
- Temporary
Our client, a leading technology and social media company, is looking for a temporary Workplace Coordinator to support their Toronto office. This role will work closely with the Experience…
Added 1 hour ago
CH
Coordonnateur/trice des transports
Cardinal Health
Dorval, QC · Canada-Dorval
- Full-time
Cardinal Health Canada is currently seeking a positive and team-oriented Transportation Coordinator to join our Dorval location. The Transportation Coordinator is a part of the Dorval…
Added 2 hours ago
HH
Moncton Administrative Services Coordinator (1077) PCN 1004789
Horizon Health Network
Moncton, NB · Greater Moncton Metropolitan Area
- Full-time
The Supervisor is responsible for planning and coordinating clerical support services either in a clinical and/or administrative environment for a department or service.
Added 3 hours ago
TF
Client Services
Total Fall Protection
Halifax, NS
- Full-time
Title: Client Services & Information Coordinator
Added 3 hours ago
FB
Project Coordinator
Forbes Bros. Group of Companies
Niagara Falls, ON
- Full-time
The Project Coordinator supports projects within the Major Projects division, initially providing planning and project coordination support during ECI, with an expected transition to field…
Added 3 hours ago
FB
Project Coordinator
Forbes Bros. Group of Companies
Welland, ON
- Full-time
The Project Coordinator supports projects within the Major Projects division, initially providing planning and project coordination support during ECI, with an expected transition to field…
Added 4 hours ago
M
Customer Success Coordinator
MSALABS
Quebec, QC
- Full-time
We are currently seeking a Customer Success Coordinator to Serve as the central coordination point for assigned client projects, ensuring clear and timely client
Added 6 hours ago
LC
Associate Faculty - Clinical Nursing
Lambton College
Sarnia, ON
- Part-time
…for our local and global community and elevate student and client impacts at local, national, and international…
Added 6 hours ago
CH
Client Care Coordinator
C-Care Health Services
Toronto, ON
- $55,000 to $68,000 CAD / year
- Full-time
The Client Care Coordinator is responsible for providing providing support to the clients and staff through proper communication and care coordination. The role is the main point of contact…
Added 7 hours ago
Relief Community Support Worker - Day Options Program
CASS Human Resources
Calgary, AB
To support individuals in specifically identified areas to live independently or increase independence in the community. This may include daily living skills, community inclusion,…
Added 8 hours ago
V
Senior Roster Coordinator South and East Region
VMCH
Mulgrave, NS
- Full-time
As the Senior Roster Coordinator, you will lead and support a team of Roster Coordinators to ensure efficient, accurate, and responsive rostering services for clients in the community. You…
Added 8 hours ago
V
Roster Coordinator
VMCH
Mulgrave, NS
- Full-time
As a Roster Coordinator at VMCH, you’ll be responsible for creating and managing rosters that ensure clients receive high-quality care tailored to their needs. You’ll coordinate support…
Added 10 hours ago
IA
Community Connections Program Coordinator
Immigrant and Refugee Services Association PEI (IRSA)
Charlottetown, PE
- Full-time
Immigrant & Refugee Services Association PEI (IRSA), a not-for-profit settlement support organization, is seeking a Community Connections Program Coordinator to join us on our mission of…
Added 10 hours ago
BT
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
- Full-time
Support return assembly, signing package preparation, payment/signature coordination, and final client pickup or delivery processes.
Added 10 hours ago
DG
Culinary Operations Supervisor
Dexterra Group
Surrey, BC
- Full-time
Assist Culinary Coordinator and Culinary team in menu planning initiatives that balance guest satisfaction, nutritional requirements, operational efficiencies, seasonality, and food cost…
Added 10 hours ago
UO
Senior Specialist, Academic Administration
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
…at-risk students, and leads the deployment of academic success support services at the faculty level, with the objective of increasing retention levels. Leads the academic success efforts…
Added 11 hours ago
SB
Abatement / Restoration / Construction Renovation Coordinator
Sky Building Restoration
Oakville, ON
- Full-time
…motivated Abatement/Restoration/Construction Renovation Project Coordinator to oversee and coordinate environmental remediation, abatement, emergency restoration, reconstruction, and…
Added 14 hours ago
CM
Executive Coordinator - Programs and Services
Canadian Mental Health Association
Guelph, ON
- Full-time
The Executive Coordinator – Programs & Services (EC – Programs & Services) is a key member of the Administration Team, providing executive-level administrative and operational support to…
Added 14 hours ago
CM
Support Coordinator (FACT)
Canadian Mental Health Association
Kitchener, ON
- Full-time
We are recruiting for a SUPPORT COORDINATOR (FACT)

Baker Tilly Canada

Client Service & Intake Administrator

Iqaluit, NU, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 24, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

Position Summary

The Client Service & Intake Administrator is the first point of contact for personal tax clients and is responsible for receiving, organizing, documenting, and tracking client information from the time it is received through to preparation. This role is critical to ensuring complete intake packages, clear client communication, and proper file movement during peak tax season.

Purpose of the role

Provide reliable front-desk and intake coverage during tax season.
Ensure client files are complete, documented, and ready for preparation.
Maintain strong client service while protecting confidential taxpayer information.

Key Responsibilities

Client service and intake

Greet clients and respond to phone, email, and in-person inquiries in a professional manner.
Receive tax packages and verify that required intake documents are included, including questionnaires, engagement letters, direct deposit information where applicable, and authorisation forms.
Identify missing information at intake and document what is outstanding so that preparers and reviewers can easily understand the file status.
Ensure client preferences, contact information, and communication notes are clearly captured.

File setup and tracking

Create, organise, and maintain paper and electronic client files using the firm's current tax-season process.
Assign or update workflow status as files move through intake, work in process, waiting for client, review, invoicing, signing/payment, and completion.
Maintain intake logs, file tracking lists, and daily status updates as directed by the Tax Operations Coordinator.
Ensure files are placed in the correct physical or electronic queue and are easy for the next team member to locate.

Administrative and documentation support

Assist with scanning, saving, and naming documents in accordance with office standards.
Support return assembly, signing package preparation, payment/signature coordination, and final client pickup or delivery processes.
Assist with client follow-up requests for missing documents or clarification.
Maintain adequate supplies at the intake area and identify issues that may affect service levels.

Confidentiality and client care

Handle sensitive personal and financial information with discretion.
Escalate unusual, urgent, or client-service sensitive matters promptly.
Maintain a calm, organised, and helpful presence during peak periods.

Qualifications And Experience

Strong customer service and communication skills.
Excellent organisation and attention to detail.
Comfort using Microsoft Office and electronic filing systems.
Previous administrative, reception, bookkeeping, or tax office experience is an asset.
Ability to work onsite on a full-time basis.
Ability to work additional hours and accommodate flexible scheduling during peak periods.

Reporting and working relationships

Reports to the designated office lead. Works closely with preparers, reviewers, partners/managers, and administrative support staff.

Success measures

Complete and accurate intake packages.
Timely client follow-up and reduced intake-related delays.
Accurate workflow status updates.
Positive client service experience during peak season.

Please submit your resume and cover letter to btw-hr@bakertilly.ca.

We thank all applicants for their interest, but only those selected for an interview will be contacted.

Apply About employer

More about this job

Responsibilities

Serve as the first point of contact for tax clients, receive and verify intake documents, record missing information, and maintain clear client communication. Set up and track paper and electronic files through the tax preparation workflow, support document processing and return delivery, and protect confidential client information.

Requirements

The role requires strong customer service and communication skills, excellent organization and attention to detail, and comfort with Microsoft Office and electronic filing systems. Prior administrative, reception, bookkeeping, or tax office experience is an asset; the position is onsite and may require additional hours and flexible scheduling during peak periods.

Skills

Customer Service
Client Communication
Organization
Attention To Detail
Document Management
File Tracking
Microsoft Office
Electronic Filing Systems
Confidentiality
Intake Administration
Workflow Coordination
Client Follow-Up

Visa sponsorship

Not detected in the job text

Keywords

Personal Tax
Client Intake
Customer Service
Tax Packages
Questionnaires
Engagement Letters
Direct Deposit Information
Authorization Forms
Client Files
Paper Filing
Electronic Filing
Workflow Status
Intake Logs
File Tracking
Document Scanning
Document Naming
Return Assembly
Signing Packages
Payment Coordination
Client Follow-Up
Microsoft Office
Confidential Taxpayer Information
Tax Preparation
Tax Season

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