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Added 6 mins ago
FH
Patient Care Coordinator, Mental Health & Substance Use Services (MH&SUS), In Patient Psychiatry - Chilliwack General Hospital
Fraser Health Authority
Chilliwack, BC
- $49.2 to $67.08 CAD / hour
- Full-time
We are hiring a Casual Patient Care Coordinator, Mental Health & Substance Use Services (MH&SUS) to join our team in Chilliwack, B.C.
Added 1 hour ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
The Growth Coordinator is responsible for the coordination and implementation of key strategies, actions, and operations to improve growth outcomes for the City of Saint John. Housed within…
Added 1 hour ago
CO
Administrative Assistant 3 - Records
City of Saint John
Saint John, NB
- Full-time
Under the general supervision of the Information Services Coordinator, this permanent position is responsible for submissions of reports to Statistics Canada and the provision of condensed…
Added 1 hour ago
TC
coordinator
TJX Canada – Winners, Marshalls, HomeSense
Surrey, BC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 hour 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 1 hour 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 1 hour ago
Priority Issues Coordinator
Government of Alberta
AB
Reporting to the Executive Advisor in the Assistant Deputy Minister’s Office, the Priority Issues Coordinator is a central liaison across the Water and Circular Economy Division. The…
Added 1 hour ago
CO
Fleet Specifications Technologist
City of Winnipeg
Winnipeg, MB
- Full-time
Under the direction of the Equipment Specifications Coordinator, the Fleet Specifications Technologist is responsible for all aspects of the process of procurement of assigned mobile…
Added 2 hours ago
R|
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 2 hours ago
R|
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of the group manager, the clinical research coordinator will be responsible for supporting the successful conduct of clinical research trials in oncology at the Cedars…
Added 2 hours ago
R|
Clinical Research Coordinator - Regulatory
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of Dr. Lucy Gilbert, the clinical research coordinator is responsible to conduct clinic interventions following protocols, procedures and internal SOPs.
Added 2 hours ago
R|
Clinical Research Coordinator – Physiotherapist
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 2 hours ago
R|
Clinical Research Coordinator – Nurse - CIM - Phase 1 Oncology
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of the Manager of Oncology Research, Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the successful…
Added 2 hours ago
R|
Clinical Research Coordinator - Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
…Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the successful conduct of clinical research studies. The incumbent will…
Added 2 hours ago
R|
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of Dr. Lucy Gilbert, the clinical research coordinator is responsible to conduct clinic interventions following protocols, procedures and internal SOPs.
Added 2 hours ago
R|
Clinical Research Coordinator - Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 2 hours ago
R|
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 2 hours ago
SB
Channel Marketing Coordinator
Stanley Black & Decker, Inc.
Mississauga, ON
- Full-time
As a Channel Marketing Coordinator, you will be part of a dedicated team based in Mississauga, Ontario and reporting to the Category Manager. This is an entry-level role designed to build…
Added 3 hours ago
IA
Community Connections Program Coordinator
Immigrant and Refugee Services Association PEI (IRSA)
Charlottetown, PE
- Full-time
…support organization, is seeking a Community Connections Program Coordinator to join us on our mission of building a welcoming and inclusive province by bringing diverse groups together and…
Added 3 hours ago
BT
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
- Full-time
Maintain intake logs, file tracking lists, and daily status updates as directed by the Tax Operations Coordinator.
Added 3 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 3 hours ago
B
Procurement Coordinator, Industrial
Beedie
Burnaby, BC
- $65,000 to $80,000 CAD / year
- Full-time
The Procurement Coordinator supports the day-to-day operation of the Industrial Construction procurement function. The role coordinates supplier onboarding and prequalification, procurement…
Added 3 hours ago
UO
Senior Specialist, Academic Administration
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
…and Student Retention Specialists and of the Mentoring Centre Coordinator. Ensures an equitable division of workload, and promotes teamwork through expertise-sharing. Establishes individual…
Added 3 hours ago
Coordinator Global Learning Opportunities
University of Guelph
Guelph, ON
Reporting to the Manager, Global Learning Opportunities, the Coordinator, Global Learning Opportunities supports student participation in study abroad, exchange, and other international…
Added 3 hours ago
CG
After School Program Coordinator
Camp Gencheff
Stratford, PE
- Other
Camp Gencheff is looking for an enthusiastic, caring, and organized After School Program Coordinator to lead our after-school programming for children and youth, including participants with…

Baker Tilly Canada

Client Service & Intake Administrator

Iqaluit, NU, Canada

Full-time

Apply 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 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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