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Added 53 mins 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 2 hours ago
SB
Channel Marketing Coordinator
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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 2 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 2 hours ago
UO
Senior Specialist, Academic Administration
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
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Added 3 hours ago
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Added 6 hours ago
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Added 6 hours ago
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Added 6 hours ago
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Added 6 hours ago
A
Operations Communications Coordinator
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- Full-time
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Added 6 hours ago
A
Operational Excellence Manager
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- Full-time
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Added 6 hours ago
Career Education and Co-op Program Coordinator, College of Engineering
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Added 6 hours ago
A
International Logistics Coordinator
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- Full-time
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Added 6 hours ago
RM
Coordinator Processing
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- Full-time
…of quality products for the full-time position of Processing Coordinator in our Dartmouth, NS…
Added 6 hours ago
TE
HR Generalist
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Abbotsford, BC
- $65,000 to $75,000 CAD / year
…employee engagement, employee experience, recruitment support, HR operations, and internal…
Added 6 hours ago
CE
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Work collaboratively with Organizational Lead for Operations and the Materials/Environment, Outdoor coordinator and Program Leads to develop and steward systems that support beautiful,…
Added 6 hours ago
FO
Coordinator, Effectiveness and Learning Systems
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Added 6 hours ago
RM
Health, Safety & Environmental Coordinator
Russel Metals
Winnipeg, MB
- Full-time
…needs of energy industry customers. Its steel distributors operations act as master distributors selling steel in large volumes to other steel service centers and large equipment…
Added 6 hours ago
CM
Executive Coordinator - Programs and Services
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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 7 hours ago
FB
Central - Production Plant Coordinator
Farm Boy Inc.
Ottawa, ON
- From $50,000 CAD / year
- Full-time
You’ll support the daily operations of our Central Kitchen, Meat, and Warehouse teams through administrative coordination, employee training, food safety, and health and safety initiatives.…
Added 8 hours ago
FB
Central - Production Plant Coordinator
Farm Boy Inc.
Ottawa, ON
- $50,000 CAD / year
- Full-time
You’ll support the daily operations of our Central Kitchen, Meat, and Warehouse teams through administrative coordination, employee training, food safety, and health and safety initiatives.…
Added 9 hours ago
FB
Operations Coordinator
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- Full-time
The Office Manager leads daily administrative operations across three regional locations, supporting onsite teams and serving as a central point of contact for inquiries. You will guide…
Added 9 hours ago
FB
Operations Coordinator
Forbes Bros. Group of Companies
Surrey, BC
- Full-time
The Office Manager leads daily administrative operations across three regional locations, supporting onsite teams and serving as a central point of contact for inquiries. You will guide…
Added 9 hours ago
FB
Operations Coordinator
Forbes Bros. Group of Companies
Burnaby, BC
- Full-time
The Office Manager leads daily administrative operations across three regional locations, supporting onsite teams and serving as a central point of contact for inquiries. You will guide…
Added 9 hours ago
FB
Operations Coordinator
Forbes Bros. Group of Companies
Coquitlam, BC
- Full-time
The Office Manager leads daily administrative operations across three regional locations, supporting onsite teams and serving as a central point of contact for inquiries. You will guide…
Added 10 hours 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…

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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