Jobs in Canada

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Added 21 hours ago
NM
Skin Consultant & Front Desk Coordinator
Nexx MD Vancouver
Vancouver, BC
- Full-time
Nexx MD is seeking a personable, organized, and sales-focused Skin Consultant & Front Desk Coordinator to join our Coal Harbour clinic.
Added 1 day ago
HC
Clinical Research Coordinator III (Nurse - Phase 1)
Health Careers Canada
Toronto, ON
- Full-time
Applicants must reside and be legally eligible to work in Ontario · This is a new position as Regular Full-Time, Registered Practical Nurse (Day Shift)
Added 5 days ago
TO
Regional Coordinator
The Ottawa Real Estate Board
Pembroke, ON
- Full-time
Must have a valid driver’s license and reliable access to a vehicle
Added 5 days ago
TB
Client Experience Coordinator
The BUSY Group Canada
Cargill, ON
- Full-time
The Client Experience Coordinator is the first point of contact for clients, employers, partners and visitors. The role manages access, inquiries, registration, appointment coordination and…
Added 6 days ago
B
Office Administrator
BioAlberta
AB · Edmonton, AB
- Full-time
Five years of progressive office administration required, including reception, board management, bookkeeping, financial forecasting and project accounting, records and file management, etc.…
Added 6 days ago
RU
Office Clerk
Ricoh USA, Inc.
Toronto, ON
- Full-time
Require experience in use of a photocopier, scanner, printer, hole driller, bindery equipment, electric stapler, scales, collators and related equipment
Added 6 days ago
UH
Patient Flow Coordinator
University Health Network
Toronto, ON
- Full-time
Monitor reception areas and patient wait times to support prompt service, communicate delays, maintain a safe environment, and refer patients and visitors to other health care professionals…
Added 6 days ago
TU
Customer Account Coordinator
The Unscented Company
Montreal, QC
- Full-time
The Customer Account Coordinator follows each customer from first sample to repeat order. You’ll send samples, complete new-account and new-item forms, enter and invoice orders, support…
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 7 days ago
Administrative Support Clerk, Mental Health and Substance Use Services
Fraser Health
Surrey, 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 7 days ago
T
Front Desk & Office Coordinator
Townline
Vancouver, BC
- Full-time
Townline is looking for a friendly, capable and highly organized Front Desk & Office Coordinator. Reporting to the Senior Generalist, People & Culture, you will manage the front desk and…
Added 7 days ago
LH
CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Hamilton, 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 7 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 8 days ago
C
Marketing Coordinator
CDW
Vancouver, BC
- Full-time
Required to work in the office 4 days per week
Added 8 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
R
Senior On-Site Service Specialist, Hospitality
Ricoh
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 9 days ago
RU
Office Clerk
Ricoh USA, Inc.
Toronto, ON
- Full-time
Require experience in use of a photocopier, scanner, printer, hole driller, bindery equipment, electric stapler, scales, collators and related equipment
Added 9 days ago
Coordinator, Allocation
Dollarama
Mont-Royal, QC
As a member of the Replenishment team, the Allocation Coordinator is responsible for issuing distribution documents for thousands of items across all Dollarama stores in Canada. The…
Added 9 days ago
SP
Reception & Donations Coordinator
St. Paul's Foundation
Vancouver, BC
- $57,000 to $70,000 CAD / year
- Full-time
Paul’s Hospital (5 days in office per week)
Added 9 days ago
SH
Housekeeping Coordinator
Starwood Hotels
Mayfair, SK
- Full-time
We are looking for an organised, proactive, and service-driven Housekeeping Coordinator to support the smooth running of our housekeeping operation. If you thrive in a fast-paced…
Added 9 days ago
FCC Program Coordinator - FT Temp
Town of Canmore
Canmore, AB
Position Overview: The Program Coordinator is a vital member of the Family Connection Centre (FCC) team, responsible for coordinating and supporting a range of programs that serve children,…
Added 10 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 12 days 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 12 days 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 12 days 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

Baker Tilly Canada

Client Service & Intake Administrator

Iqaluit, NU, Canada

Full-time

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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 on LinkedIn 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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Jobs in Canada