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Added 27 mins ago
C
Project Administrator
Convergint
Dartmouth, NS
- Full-time
Convergint is looking for a team-oriented, results-driven, Project Coordinator to join our amazing Capital Projects team in our Halifax location. As the Project Coordinator, you will be…
Added 27 mins ago
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Service Coordinator - Security Systems
Convergint
Dartmouth, NS
- Full-time
Provides administrative overflow support as and where required. This includes photocopying, filing, general typing correspondence, minutes.
Added 27 mins ago
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Field Technical Lead - Security Systems
Convergint
Toronto, ON · Etobicoke, ON
- Full-time
…training on assigned Security projects. Works with management and administrative project team to ensure projects are effectively executed within contractual scope, budgeted cost, and time…
Added 28 mins ago
Health Care Aide - Get - A - Way Club
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction and supervision of the Manager of the Get Away Club and in collaboration with the Recreation Coordinator provides supportive care to participants and performs a variety…
Added 28 mins ago
Resource Coordinator
Winnipeg Regional Health Authority
Winnipeg, MB
Added 58 mins ago
1
Treatment Coordinator-Babin Dentistry, Victoria
123Dentist
Victoria, BC
- $28 to $35 CAD / hour
- Full-time
The team at Babin Dentistry located in Victoria, BC are looking for a passionate, hard-working Treatment Coordinator/Dental Administrator on a full-time basis.
Added 58 mins ago
TA
Human Resources Coordinator
Touchwood Agency Tribal Council
Punnichy, SK
- Full-time
Role Description The Human Resources Coordinator is a full-time, on-site role located in Punnichy, SK. This position is responsible for supporting day-to-day HR operations, including…
Added 58 mins ago
1
M&A Integrations Coordinator
123Dentist
Toronto, ON
- $55,000 to $65,000 CAD / year
- Full-time
Maintain accurate documentation and support day-to-day administrative coordination across multiple integrations
Added 58 mins ago
1
Hygiene Coordinator-Playfair Dental Centre, Orangeville 12890
123Dentist
Orangeville, ON
- $27 to $29 CAD / hour
- Full-time
The team at Playfair Dental Centre located in Orangeville, province are looking for a passionate, hard-working Hygiene Coordinator on a full-time basis.
Added 58 mins ago
AS
Software Project Coordinator
Apex Systems
Concord, ON
- $27 USD / hour
- Contract
We’re seeking an organized, self-directed coordinator to support several small software projects across product development, quality, process improvement, and product obsolescence. You’ll…
Added 1 hour ago
BT
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
- Full-time
Reports to the designated office lead. Works closely with preparers, reviewers, partners/managers, and administrative support staff.
Added 1 hour ago
KD
HR Generalist
Kratos Defense and Security Solutions
Whitby, ON
- Full-time
The HR Generalist will provide professional and administrative support in multiple aspects of the Human Resources function, including recruitment, training and development, HR policy…
Added 1 hour ago
YO
YPHD Programmer
YMCA of Greater Halifax/Dartmouth
Dartmouth, NS
- Part-time
…When they know someone’s in their corner, with unconditional support, they realize they can do more than they thought possible. It’s your support, expertise, and guidance that helps people…
Added 1 hour ago
EI
IT Operations & Procurement Coordinator - 6 Months Fixed Term
Ecolab Inc.
Calgary, AB
- Full-time
CoolIT is seeking an IT Operations & Procurement Coordinator for a six-month full-time contract supporting day-to-day IT operations, technology procurement, equipment coordination, and IT…
Added 1 hour ago
WS
Operations Coordinator (12-Month Leave Coverage)
West Sixth Construction Inc.
Fort St. John, BC
- Part-time
We're seeking an organized and proactive Operations Coordinator to join our team for a 12-month leave coverage position.
Added 2 hours ago
JC
HVAC Project Coordinator
Johnson Controls
Richmond Hill, ON · Toronto, ON
- Full-time
Under direct supervision, tracks and provides direct support for the HVAC Building Solutions Installation Contract Business. Will work with Project Manager, Site Superintendent, and…
Added 2 hours ago
AC
Shipping Clerk
Aston Carter
AB · Edmonton, Alberta
- $23 to $25 CAD / hour
- Contract
Our client is seeking a Shipping & Receiving Coordinator to join their team in a fast-paced industrial environment. This position is responsible for coordinating inbound and outbound…
Added 3 hours ago
I
Administrative Coordinator/Program Coordinator
IICRC
Fort McMurray, AB
- Full-time
Position: Administrative Coordinator/Program Coordinator
Added 4 hours ago
R
Senior On-Site Service Specialist, Hospitality
Ricoh
Montreal, QC
- Full-time
…kitchens, pantries, supplies, etc. In addition, works with the Coordinator - Hospitality, Site Manager or Integrated Accounts Manager in the execution of all internal and Client events.…
Added 4 hours ago
NC
Executive Coordinator
Norfolk County
ON · Simcoe, ON
- Full-time
As the Executive Coordinator, you’ll provide senior-level support to the Chief Administrative Officer and Senior Leadership Team, coordinating key administrative and organizational…
Added 4 hours ago
H
Service Coordinator, Security
Houle
Calgary, AB
- Full-time
The successful candidate will be responsible for providing excellent customer service and administrative support while dispatching, coordinating, and supporting technical teams in the…
Added 4 hours ago
E
Customer Order Coordinator
evertz.io
Burlington, ON
- Internship
We are seeking a detail-oriented Order Processing Coordinator to accurately enter and manage orders based on customer purchase orders and internal requests for Production and R&D. This role…
Added 4 hours ago
A
Assessment Coordinator
Altis
Richmond, BC
- $23 to $25 CAD / hour
- Contract
You'll support administrative activities, including invoice reconciliation, updating forms and website content, managing system notifications, and troubleshooting technology issues.
Added 4 hours ago
RD
FireSmart Coordinator
Regional District of Kitimat-Stikine
Canada
- Full-time
The Regional District of Kitimat-Stikine is pleased to announce they are searching for a Temporary full-time FireSmart Coordinator to join their dedicated team. This position offers a…
Added 4 hours ago
CH
Coordinator, Guest Logistics
CMH Heli-Skiing & Summer Adventures
AB · Alberta, Canada
- Full-time
The Coordinator, Guest Logistics supports all logistics related to the transportation of guests between key meeting points and CMH staging areas. This role requires a keen eye for…

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 2, 2026
Posting language: English
Posted: Nov 2, 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 personal tax clients, receive and verify intake documents, and communicate about missing information. Organize and track client files through the tax preparation workflow, provide administrative support, and protect confidential client information.

Requirements

Requires strong customer service and communication skills, excellent organization and attention to detail, and comfort with Microsoft Office and electronic filing systems. The role is full-time and onsite, with flexible scheduling and additional hours during peak periods; prior administrative, reception, bookkeeping, or tax office experience is an asset.

Skills

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

Visa sponsorship

Not detected in the job text

Keywords

Personal Tax
Tax Season
Client Intake
Client Service
Intake Packages
Questionnaires
Engagement Letters
Direct Deposit Information
Authorization Forms
Client Files
Paper And Electronic Filing
Workflow Status
Intake Logs
File Tracking
Microsoft Office
Document Scanning
Document Naming
Return Assembly
Signing Packages
Payment Coordination
Client Follow-Up
Confidential Taxpayer Information
Tax Preparers
Review Process
Administrative Support

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