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Added 28 mins ago
VF
Exec Assistant & Business Coordinator, PCS
Ventum Financial
Vancouver, BC
- $75,000 to $80,000 CAD / year
- Full-time
Keep customer relationship management (CRM) records current and coordinate recruiting meetings, pipeline updates, and next steps.
Added 3 hours ago
UO
Lead Coordinator, Academic Affairs
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Contribute to the achievement of the priorities of the Student Enrolment Management sector by actively participating in the planning, coordination, implementation, and monitoring of…
Added 3 hours ago
Business Group & Safety Coordinator
GHD Group Pty Ltd
Markham, ON
…construction projects is looking for a Business Group & Safety Coordinator to join our team, with a primary focus on coordinating the group’s Health and Safety…
Added 3 hours ago
Real Estate Coordinator
Hydro One Networks Inc
Markham, ON
…estate and other policies, as well as real estate acquisition, management and disposal strategies. Market/dispose of surplus or other Company properties or lands required for public (e.g.…
Added 4 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 4 hours ago
R|
Clinical Research Coordinator - Nurse (CIM)
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 4 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 4 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 4 hours ago
R|
Clinical Research Coordinator - Regulatory Affairs (CIM)
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
If you wish to include a cover letter, please attach it with your resume in one document. ***
Added 4 hours ago
R|
Clinical Research Coordinator - Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…and more specifically ulcerative colitis and Crohn’s disease. Document and data management is a really essential part of this position. The incumbent will work closely with research team,…
Added 4 hours ago
G
Business Group & Safety Coordinator
GHD
Markham, ON
- Full-time
…construction projects is looking for a Business Group & Safety Coordinator to join our team, with a primary focus on coordinating the group’s Health and Safety…
Added 7 hours ago
R
Intermediate IT Business Analyst
Resonaite
Toronto, ON
- Contract
Capture and document business and technical requirements in a clear, structured, and consistent format
Added 8 hours ago
BA
Workplace Experience Coordinator
Brown and Beattie
Markham, ON
- Full-time
Brown & Beattie is looking for a Workplace Experience Coordinator to take ownership of the day-to-day experience of our Head Office.
Added 8 hours ago
VS
Accounting & Bookkeeping Volunteer
Volunteer Success
Richmond Hill, ON
- Internship
Support accurate expense records through careful document organization and supervised bookkeeping tasks.
Added 8 hours ago
VS
Administrative Support Volunteer
Volunteer Success
Richmond Hill, ON
- Internship
Time commitment: 10 hours per week. No fixed minimum placement length; arrange the length and required meetings or shifts with the coordinator.
Added 9 hours ago
CW
Office Business Coordinator
Canadian Wealth Inc.
Calgary, AB
- Full-time
We are seeking a motivated, organized, and ambitious Business Administrative Coordinator to join our Calgary team.
Added 10 hours ago
BT
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
- Full-time
Identify missing information at intake and document what is outstanding so that preparers and reviewers can easily understand the file status.
Added 16 hours ago
R|
Clinical Research Coordinator - Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…and more specifically ulcerative colitis and Crohn’s disease. Document and data management is a really essential part of this position. The incumbent will work closely with research team,…
Added 16 hours ago
R|
Clinical Research Coordinator - Nurse (CIM)
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 16 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 16 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 16 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 18 hours ago
P
Human Resources Generalist (Contract - Maternity Leave Cover)
Plasman
Windsor, ON
- $75,000 to $85,000 CAD / year
- Contract
Coordinate and maintain an effective performance management system including job descriptions, performance discussions, and performance evaluations. Ensure employees, supervisors and…
Added 1 day ago
ME
Project Engineer - Electrical Construction
Mass. Electric Construction Co.
Toronto, ON
- Full-time
…engineers. Do you have strong interpersonal and information management skills? In this role, you will be the main conduit of information between the construction manager and the team for…
Added 1 day ago
H
Commercial Management Coordinator
HDR
Toronto, ON
- Full-time
The Commercial Management Coordinator supports the delivery of the Ontario Line Technical Advisory program by integrating commercial management, cost controls, schedule support, risk…

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: Dec 1, 2026
Posting language: English
Posted: Nov 1, 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 communications. Set up and track paper and electronic files through the tax preparation workflow, support document handling and return delivery, and protect confidential information.

Requirements

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 role requires full-time onsite work and flexible additional hours during peak periods.

Skills

Customer Service
Client Communication
Organization
Attention To Detail
Document Verification
File Management
Workflow Tracking
Microsoft Office
Electronic Filing Systems
Scanning And Document Management
Client Follow-Up
Confidentiality
Administrative Support
Time Management

Visa sponsorship

Not detected in the job text

Keywords

Personal Tax
Tax Season
Client Intake
Client Service
Tax Packages
Questionnaires
Engagement Letters
Direct Deposit Information
Authorization Forms
Client Files
Electronic Filing Systems
Microsoft Office
Workflow Status
Intake Logs
File Tracking
Document Scanning
Return Assembly
Signing Packages
Payment Coordination
Client Follow-Up
Confidential Taxpayer Information
Tax Preparers
Reviewers
Tax Operations

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