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Added 1 day ago
Logistics Coordinator
Rogers Communications
Halifax, NS · Toronto, ON
We are looking for a highly organised and proactive Logistics Coordinator to provide operational, financial administration, telecommunications, fleet and regional support across Western…
Added 1 day ago
TU
Administrative Assistant, HR Students & Facilities
The University of British Columbia
Vancouver, BC
- $4,719 to $4,960 CAD / month
- Full-time
Administrative Support | School of Public Policy and Global Affairs
Added 1 day ago
UO
Administrative Assistant, HR Students & Facilities
University of British Columbia
Vancouver, BC · UBCV | Liu Institute for Global Issues (LIU)
- $4,719 to $4,960 CAD / month
- Full-time
Administrative Support | School of Public Policy and Global Affairs
Added 2 days ago
Recreation Supervisor 2, Aquatics
CityofOttawa
Ottawa, ON
For aquatic positions, experience must be in a Class A Pool (as outlined in the Health Protection and Promotion Act, REGULATION 565) in a full time Aquatic Program Coordinator or…
Added 2 days ago
CO
Recreation Supervisor 2, Aquatics
City of Ottawa / Ville d’Ottawa
Ottawa, ON
- Full-time
For aquatic positions, experience must be in a Class A Pool (as outlined in the Health Protection and Promotion Act, REGULATION 565) in a full time Aquatic Program Coordinator or…
Added 2 days ago
RU
Senior On-Site Service Specialist, Hospitality
Ricoh USA, Inc.
Montreal, QC
- Full-time
The Senior On-Site Svcs Spec - Hospitality is responsible for providing consistent and high-quality standard of food and beverage set up/service to clients, ensuring smooth delivery of…
Added 2 days ago
ND
Office Assistant - FTR - Burnaby - Onsite 1
NTT DATA North America
Burnaby, BC
- Temporary
Provides general clerical and administrative services including reception, mail processing, filing, typing, etc.
Added 2 days ago
#R
Administrative Coordinator - Mechanical Contractor
#twiceasnice Recruiting
Winnipeg, MB
- $40,000 to $48,000 CAD / year
- Full-time
Our client in the mechanical and electrical contracting industry is looking for an Administrative Coordinator to join their team in Winnipeg, MB. In this role, you will work alongside…
Added 2 days ago
SA
Academic and Operations Associate
Southpointe Academy
Tsawwassen, BC
- Full-time
…responsible for maintaining a welcoming, organized, responsive, and professional reception environment while supporting the operational coordination demands of a significantly larger and…
Added 2 days ago
BI
Head Office Administrative Coordinator
Bento Inc.
Richmond Hill, ON
- $50,000 to $55,000 CAD / year
- Full-time
We are looking for a personable and self-motivated Head Office Administrative Coordinator to support our Richmond Hill Head Office. As a member of the People Operations team, you will play…
Added 2 days ago
Administrative Support Clerk, Mental Health and Substance Use Services
Fraser Health
New Westminster, BC
Supporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients/clients/residents and families, the Administrative…
Added 3 days ago
SG
Office & Admin Coordinator
SDG Group USA
Burlington, ON
- Full-time
We are catalysts of innovation. We combine our unique approach to business challenges with the synergies and reach of a truly global firm. This is SDG Group, where the AI-driven futures we…
Added 3 days ago
UH
Patient Flow Coordinator
University Health Network
Toronto, ON
- Full-time
As a member of the 15C/Autologous Transplant Unit, the Patient Flow Coordinator is responsible for the overall processing of patient clinic visits from registration through to follow-up…
Added 3 days ago
QP
Operations Coordinator
QuadReal Property Group
AB · Edmonton
- Full-time
QuadReal Property Group is seeking a proactive and detail-oriented Operations Coordinator to join our Property Management team. This onsite role is ideal for a dynamic individual who…
Added 4 days ago
PC
Service Coordinator
People Corporation
Winnipeg, MB · MB - Life Benefits Wpg
- Full-time
The Service Coordinator role serves as a key member of the National Indigenous Solutions Practice and is responsible for delivering exceptional service and administrative support to plan…
Added 4 days ago
LH
CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Brantford, ON
- $18.42 to $27.02 CAD / hour
- 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 4 days ago
LH
CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Thorold, ON
- $18.42 to $27.02 CAD / hour
- 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 4 days ago
CA
Office Coordinator
Construction Association of Saskatchewan (CASK)
Saskatoon, SK
- Full-time
We’re looking for a friendly, organized Office Coordinator to be the welcoming face of our Saskatoon office. As part of our Finance & Administration Hub, you’ll keep the front office…
Added 5 days ago
LH
CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Fonthill, ON
- $18.42 to $27.02 CAD / hour
- 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 5 days ago
LH
CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Welland, ON
- $18.42 to $27.02 CAD / hour
- 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 5 days ago
LH
CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Burlington, ON
- $18.42 to $27.02 CAD / hour
- 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 5 days ago
FH
Administrative Support Clerk, Mental Health and Substance Use Services
Fraser Health
Abbotsford, BC · Mission, BC
- Part-time
Supporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients/clients/residents and families, the Administrative…
Added 6 days ago
NW
Intake Coordinator - Admin Support (OBTP)
Newcomer Women's Services Toronto
Toronto, ON
- Full-time
As a member of the Bridging Training Program Team, you will be involved in providing support to all service users of Newcomer Women’s Services Toronto (NEW). The Coordinator is the first…
Added 6 days 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 9 days ago
FH
Administrative Support Clerk, Mental Health and Substance Use Services
Fraser Health
Surrey, BC
- Full-time
Supporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients/clients/residents and families, the Administrative…

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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