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Added 20 mins ago
C
BILLING ADMINISTRATOR
c21059ff-255a-42fd-a8c9-33094188d6c7
Edmonton, AB
- Full-time
As our Billing Administrator, you’ll spend your full day turning deliveries, services, and shipments into accurate, on-time invoices. You’ll compile billing data, calculate fees and rates,…
Added 3 hours ago
CA
Loan Administrator
Crédit Agricole CIB
Montreal, QC
- Full-time
…Montreal, in coordination with Business Support groups, the Loan Administrator is responsible to perform day-to-day tasks to successfully execute operations related to CACIB loan activity,…
Added 4 hours ago
HT
A/P Administrator
Husky Technologies
Bolton, ON
- Full-time
Excellent opportunity for an experienced (5+ years) Accounts Payable Administrator to join a global organization, located in Bolton. This is an on-site position. You will report to the…
Added 5 hours ago
BT
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
- Full-time
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…
Added 8 hours ago
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Data Governance Architect
Infostrux
Toronto, ON
- Full-time
Engagement support: Consulted by senior stakeholders on billing, engagement financials, status reporting and SoW change requests.
Added 8 hours ago
PR
HR Systems Consultant
Peterborough Regional Health Centre
Peterborough, ON
- Full-time
Reporting to the Manager, Human Resources the HR Systems Consultant provides strategic advice and guidance to HR Manager, Systems Analyst and Systems specialists acting as a subject matter…
Added 8 hours ago
BV
Facilities Manager
Bow Valley College
Calgary, AB
- Full-time
Reporting to the Director, Campus Services, the Facilities Manager oversees building operations, repairs, and maintenance across college-owned facilities. This includes mechanical,…
Added 10 hours ago
A
Corporate Actions Administrator
Aviso
Toronto, ON
- $55,000 to $65,000 CAD / year
- Full-time
Reporting to the Supervisor, Corporate Actions, the Corporate Actions Administrator is responsible for the processing and reporting of reorganizations, offers, name changes, and any other…
Added 11 hours ago
SD
Store Administrator, Hourly Part Time Day
Shoppers Drug Mart
Vancouver, BC
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 1 day ago
BH
Resident Services Assistant (Casual)
Baptist Housing
Victoria, BC
- Part-time
…delivering exceptional service to residents, families, and visitors. Reporting to the Resident Services Manager, you will handle general office tasks, respond to resident inquiries, manage…
Added 1 day ago
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Versatile Technologist (Versatile Technologist-General)
Boeing
Winnipeg, MB · CAN - Winnipeg, Canada
- Full-time
Boeing Canada Winnipeg is seeking Network Administrator, reporting to the Senior Information Technology Manager, working out of the Winnipeg, Manitoba, Canada office.
Added 1 day ago
LC
Store Administrator, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Shelburne, ON
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 1 day ago
WC
Payroll Administrator
Waterloo Catholic District School Board
Kitchener, ON
- Full-time
Added 1 day ago
SD
Store Administrator, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Shelburne, ON
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 1 day ago
R
Accounts Receivable Administrator - 10 Month Contract
Rillo
Newmarket, ON
- $30 to $35 CAD / hour
- Contract
…global manufacturing organization to hire an Accounts Receivable Administrator. This is a 10 month contract role within the Corporate Accounting team, reporting to the Manager, Accounts…
Added 1 day ago
LC
Store Administrator, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Red Deer, AB
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 1 day ago
CR
Payroll Administrator
Canadian Red Cross
Canada
- Full-time
Role Description The Payroll Administrator is a full-time, on-site role based in the Greater Toronto Area, Canada. This role is responsible for processing end-to-end payroll accurately and…
Added 1 day ago
SD
Store Administrator, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Red Deer, AB
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 1 day ago
Payroll Specialist
Eclipse Automation
Cambridge, ON
The Payroll Administrator will accurately process the biweekly payroll on time, and in accordance with established practices and company policy. The incumbent will ensure compliance is…
Added 1 day ago
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HSE Specialist
Worley
AB · Edmonton, AB
- Full-time
Prepare and provide site safety statistical information to HSE Administrator and clients.
Added 1 day ago
Insurance Administrator
Talent Acquisition Team at Westland Insurance. Text reply only.
Dartmouth, NS
We’re searching for an Insurance Administrator. Are you searching for new possibilities?
Added 1 day ago
Insurance Administrator
Talent Acquisition Team at Westland Insurance. Text reply only.
O'leary, PE
We’re searching for an Insurance Administrator. Are you searching for new possibilities?
Added 1 day ago
EA
Contracts Administrator
Effortless Admin Inc.
Edmonton, AB
- Full-time
…administration sector. We're seeking a detail-oriented Contracts Administrator who can grow with us. Initially, you'll focus on data entry and management for new client contract…
Added 2 days ago
HT
A/P Administrator
Husky Technologies
Bolton, ON
- Full-time
Excellent opportunity for an experienced (5+ years) Accounts Payable Administrator to join a global organization, located in Bolton. This is an on-site position. You will report to the…
Added 2 days ago
AC
Administrator
Aston Carter
Calgary, AB
- $19 to $23 CAD / hour
- Contract
Job Description: This Administrator role provides essential on-site administrative support. The position serves as the primary point of contact for site administrative matters, supports…

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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