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Added 28 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 58 mins ago
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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 58 mins ago
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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 58 mins ago
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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 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 58 mins ago
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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 58 mins ago
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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 1 hour 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 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 4 hours ago
ML
FSQA Coordinator - Contract
Maple Leaf Foods Inc
Oakville, ON
- $47,000 to $69,000 CAD / year
- Contract
Reporting to the FSQA Manager, the FSQA Coordinator monitors and analyzes and interprets data related to Food Safety, GMP, HACCP and other Quality Assurance Program requirements to ensure…
Added 4 hours ago
GT
Visual Merchandiser (Full-Time)
Golf Town
Boisbriand, QC
- Full-time
The Visual Merchandising coordinator is responsible for partnering with multiple departments to improve merchandising and execution in Golf Town stores. This position requires great…
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
PH
Clinical Trials Nurse Coordinator, Research Clinical Trials - BC Cancer - Vancouver
Provincial Health Services Authority
Vancouver, BC
- Full-time
Clinical Trials Nurse Coordinator, Research Clinical Trials
Added 4 hours ago
TO
Engineering Manager
Town of Pelham
Fonthill, ON
- Full-time
Assist with the development and implementation of the Town’s Asset Management Plan and lead the department’s activities associated with the plan, including coordination with the Town’s GIS…
Added 5 hours ago
RU
Office Clerk
Ricoh USA, Inc.
Toronto, ON
- Full-time
Collects data for the completion of the monthly management report as directed by the Site Manager/Supervisor;
Added 5 hours ago
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Proposal Coordinator
GFL - Sewer Technologies Division
Saskatoon, SK
- Full-time
…environmental solutions, committed to providing sustainable waste management services, and is the only major diversified environmental services company in North America. Our employees,…
Added 5 hours ago
Administrative Coordinator
AOT Technologies
Victoria, BC
AOT Technologies is hiring an Administrative Coordinator to provide outstanding admin support to teams and colleagues across the organization. This is a hybrid role based in Victoria, BC.
Added 5 hours ago
T
Senior Wealth Operations Officer Prefered Candidate
TD
Toronto, ON
- Full-time
Identify, document, and investigate processes / exceptions arising from transactions / processes beyond first level operations service delivery
Added 5 hours ago
PE
Project Coordinator, Renewables
PRI Engineering
Toronto, ON
- Full-time
We are hiring a Project Coordinator to be the person who keeps all of that running. You will be the day-to-day contact for clients on active projects, the one who gets vendor quotes and…
Added 5 hours ago
PE
Project Coordinator, Renewables
PRI Engineering
Calgary, AB
- Full-time
We are hiring a Project Coordinator to be the person who keeps all of that running. You will be the day-to-day contact for clients on active projects, the one who gets vendor quotes and…
Added 5 hours ago
C
Project Coordinator
CATALIS
AB · Edmonton, AB
- Full-time
…budget, and stakeholder communication while promoting project management best…
Added 6 hours ago
VC
Occupational Therapist (OT) - Part-time 0.6
VON Canada
Corunna, ON
- $37.16 to $40.29 CAD / hour
- Part-time
…of VON policies, procedures, standards, and quality and risk management. The OT works collaboratively with other stakeholders (families, principals, teachers, educational assistants,…
Added 6 hours ago
AH
Technical Support Coordinator
Altea Healthcare
Burnaby, BC
- $55,000 to $65,000 CAD / year
- Full-time
We are looking for a resourceful and self-directed Technical Support Coordinator to join our support team and help ensure the smooth operation of our EHR platform across an extended weekly…
Added 6 hours ago
DM
Intake Coordinator (6 Month Contract)
Disability Management Institute
Surrey, BC
- Contract
At Disability Management Institute (DMI), we deliver innovative, end-to-end disability and absence management solutions that transform how employers support their teams. Since 2002, our…
Added 6 hours ago
DM
Office Coordinator (12 Month Contract)
Disability Management Institute
Surrey, BC
- Contract
At Disability Management Institute (DMI), we deliver innovative, end-to-end disability and absence management solutions that transform how employers support their teams. Since 2002, our…

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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