Jobs in Canada

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Added 1 hour ago
PH
Coordinator, Population and Public Health, BCCDC
Provincial Health Services Authority
Vancouver, BC
- Full-time
The Coordinator, Provincial Healthy Eating & Food Security is responsible for collaborating with the Healthy Eating and Food Security Managers to coordinate and support provincial healthy…
Added 2 hours ago
CC
Maintenance Coordinator
Colas Canada Inc.
Edmonton, AB
- Contract
The Maintenance Coordinator is responsible for planning, coordinating, and monitoring preventive and corrective maintenance activities to ensure the safe, reliable, and efficient operation…
Added 3 hours ago
AH
Personal Support Coordinator
Alberta Health Services
Elk Point, AB
- Part-time
The Elk Point Healthcare Centre has an opportunity for a passionate Personal Support Coordinator (PSC) dedicated to patient- and family-centered care. This role will be an integral part of…
Added 5 hours ago
S
Marketing, Events, Social Media Coordinator
StudyIn
Toronto, ON
- Full-time
We are looking for a proactive, creative and highly organised Marketing, Events & Social Media Coordinator to support the planning and execution of marketing communications, social media…
Added 6 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
Work collaboratively within the CYAC medical clinic alongside a clinic coordinator (MSW), RN, and Pediatrician.
Added 7 hours ago
W
Production Coordinator (Episodic)
WildBrain
Vancouver, BC
- Full-time
Reporting to the Producer, you are an adaptable team player who is incredibly organized, highly communicative, self-motivated, and enthusiastic about joining a talented team working to…
Added 7 hours ago
SH
Indigenous Coordinator - HSC Adult Emergency Department Community Hub
Southern Health-Santé Sud
Winnipeg, MB
- Full-time
Under the day-to-day operational direction of Manger, Health Services - Indigenous Health, and general accountability to Shared Health Indigenous Lead - Indigenous Health Programs, and…
Added 8 hours ago
GC
Financial Analyst
Georgian College
Barrie, ON
- Full-time
…planning, budget preparation, forecasting, monitoring, analysis and reporting for assigned portfolios. The position will initially support the Facilities Management portfolio. However,…
Added 8 hours ago
Clinical Resource Nurse - Charge Nurse
Winnipeg Regional Health Authority
Swan River, MB
Under the general supervision of the Client Care Coordinator and/or Care Team Manager, and while demonstrating a commitment to the vision, mission, values and strategic priorities of…
Added 8 hours ago
Site Material Coordinator - Travel Canada
Nordex Group
AB
Must possess a full valid driver’s license and be insurable under our auto insurance policy
Added 8 hours ago
Financial Analyst
Georgian College
ON
…planning, budget preparation, forecasting, monitoring, analysis and reporting for assigned portfolios. The position will initially support the Facilities Management portfolio. However,…
Added 8 hours ago
HN
Supervisor of Finance and Accounting
Hospitality Newfoundland and Labrador
Conception Bay South, NL
- Full-time
Applicants must have a Bachelor’s degree in accounting, finance, or related field
Added 8 hours ago
TT
Women's Shelter Client Services Worker
Tk̓emlúps te Secwépemc
Kamloops, BC
- Part-time
The Client Services Worker provides direct support, practical assistance and crisis response to shelter clients and their children during daily and evening operations. Staff support shelter…
Added 8 hours ago
R|
Clinical Research Coordinator – Physiotherapist
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Excellent communication and interpersonal skills,
Added 8 hours ago
VC
Student Recuitment Marketing and Events Coordinator
Vancouver Chapter - CPABC
Vancouver, BC
- Full-time
The Chartered Professional Accountants of British Columbia (CPABC) is seeking a highly motivated and detail-oriented individual with strong communication, relationship-building, and…
Added 8 hours ago
K
Account/Project Coordinator - Graphics/Wayfinding
Kubik
Mississauga, ON
- Full-time
We’re looking for an Account/Project Coordinator who thrives in fast‑paced environments, loves structure and process, and takes pride in flawless execution. This role supports high‑volume…
Added 9 hours ago
TU
Research Assistant
The University of British Columbia
Vancouver, BC
- $37.45 to $53.81 CAD / hour
- Full-time
This Research Coordinator will support for ongoing research conducted by Dr. Veena Sriram providing administrative support for projects focused on global health workforce policy, and…
Added 9 hours ago
KC
Refugee Protection Coordinator (Maternity Cover)
Kinbrace Community Society
Vancouver, BC
- Temporary
Ready Tours Oversight: Manage the end-to-end program flow from inbound communications and registrations through to session delivery, feedback, and reporting.
Added 9 hours ago
Site Material Coordinator - Travel Canada
Nordex Group
AB
Must possess a full valid driver’s license and be insurable under our auto insurance policy
Added 9 hours ago
Site Material Coordinator - Travel Canada
Nordex Group
AB
Must possess a full valid driver’s license and be insurable under our auto insurance policy
Added 10 hours ago
A
Partnerships Coordinator
Athel
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Partnerships Coordinator also supports contract administration, assists with reporting and analytics on partnership outcomes, and contributes to outreach campaigns and events that…
Added 11 hours ago
LH
Care Coordinator Manager
Lifemark Health Group
Calgary, AB
- $47,000 to $50,000 CAD / year
- Full-time
Are you passionate and dedicated to making a positive impact on people’s health and wellness? Do you thrive on having the satisfaction of being on a driven team of industry experts and…
Added 11 hours ago
EG
Logistics Coordinator - Materials Marketing
Emterra Group
Hamilton, ON · Greater Hamilton (Burlington) Metropolitan Area
- Full-time
As a Logistics Coordinator, you will play a crucial role in ensuring the uninterrupted movement of recycled materials (commodities) from our material recovery facilities to various end…
Added 11 hours ago
E
Procurement Operations Coordinator
Ericsson
Ottawa, ON
- Full-time
Support project financial tracking, planning, and operational reporting for PMO-related procurement activities
Added 12 hours ago
CS
Youth Experience Coordinator (Calgary)
Circuit Stream
Calgary, AB
- $22 CAD / hour
- Internship
We are looking for an organized, dependable Youth Experience Coordinator to lead daily camp operations at our university campus location. You’ll help prepare your campus for summer, train…

Baker Tilly Canada

Client Service & Intake Administrator

Iqaluit, NU, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

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 on LinkedIn 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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Jobs in Canada