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Added 12 mins ago
AM
Funeral Branch Administrator
Arbor Memorial Inc.
Barrie, ON
- $50,000 to $55,000 CAD / year
- Full-time
…you will have the opportunity to provide outstanding customer service to the families we serve through the exemplary performance of administrative functions, including: accounts payable,…
Added 12 mins ago
GB
Inside Sales Support
Gentek Building Products - Canada
Sudbury, ON
- Full-time
C reate great business partnerships; we provide excellent customer service in every transaction. We understand our customers’ needs, projects, and priorities.
Added 12 mins ago
GB
Inside Sales/Warehouse Support
Gentek Building Products - Canada
Sudbury, ON
- $24 to $27 CAD / hour
- Full-time
Create great business partnerships; we provide excellent customer service in every transaction. We understand our customers’ needs, projects, and priorities.
Added 12 mins ago
GB
Inside Sales Representative
Gentek Building Products - Canada
Kitchener, ON
- $26 to $29 CAD / hour
- Full-time
C reate great business partnerships; we provide excellent customer service in every transaction. We understand our customers’ needs, projects, and priorities.
Added 12 mins ago
AM
Funeral Branch Administrator
Arbor Memorial Inc.
Toronto, ON · Greater Toronto Area, Canada
- $55,000 to $60,000 CAD / year
- Full-time
…you will have the opportunity to provide outstanding customer service to the families we serve through the exemplary performance of administrative functions, including: accounts payable,…
Added 1 hour ago
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Educational Technology and Multimedia Project Coordinator
College of New Caledonia
Prince George, BC
- Full-time
Demonstrated ability to model high quality, customer service orientation in all client interactions (internal and external). Helpdesk/client support and triage/technical problem-solving…
Added 1 hour ago
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Saint-Paul, NB · St.-Paul, NB
- Part-time
Added 2 hours ago
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Health Match BC
100 Mile House, BC
- Full-time
…parking, 8 spacious consulting rooms, and 2 shared offices for desk work. Each consulting room is equipped with a computer and printer for the MedAccess EMR system. In addition, there is a…
Added 2 hours ago
B-
front desk hotel clerk
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- Full-time
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
100 Mile House, BC
- Internship
…parking, 8 spacious consulting rooms, and 2 shared offices for desk work. Each consulting room is equipped with a computer and printer for the MedAccess EMR system. In addition, there is a…
Added 4 hours ago
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Office Manager
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Kelowna, BC
- Full-time
Are you a customer service professional with strong administrative & accounting skills? Do you enjoy a fast-paced environment and meeting deadlines? Are you ready to take your experience to…
Added 4 hours ago
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(CAN) General Merchandise Associate
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Vaughan, ON
- Contract
…location and processes recovery merchandise from the Customer Service desk and other areas of the…
Added 4 hours ago
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Service Support Analyst
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Calgary, AB
- Full-time
At PBS, we’re transforming how people buy and service vehicles - one dealership at a time. With almost 40 years in the industry, we’re the third-largest Dealership Management System (DMS)…
Added 4 hours ago
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Office Administrator, Student Supports & Admissions
Saskatchewan Indian Institute of Technologies (SIIT)
Saskatoon, SK
- Full-time
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Added 4 hours ago
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Appeals Officer - Revenue Tax Specialist Senior/Principal
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Customer service and interpersonal skills sufficient to interact and negotiate with taxpayers and/or their representatives
Added 4 hours ago
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Brand Concierge
Applewood Nissan Surrey
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- Full-time
…position is responsible for welcoming guests, managing front-desk and receptionist duties, and ensuring a positive first impression that aligns with the Nissan brand and dealership…
Added 4 hours ago
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Desk Side Support Technician
Kyndryl
Montreal, QC
- Full-time
…involved in the physical workspace - leading office moves, desk setups, cable management, and workstation standardization to ensure seamless, ergonomic end-user environments.\\ In this…
Added 5 hours ago
1
Certified Dental Assistant - Square One Dental, Mississauga, ON
123Dentist
Mississauga, ON
- $24 to $29 CAD / hour
- Full-time
Strong communication and patient-care skills and good customer service.
Added 5 hours ago
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Radiological Technologist, Pediatric Procedures, Diagnostic Imaging X-Ray - BC Children’s Hospital
Sanya’k̓ula
Vancouver, BC
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Added 5 hours ago
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Dental Receptionist
123Dentist
Dieppe, NB
- Full-time
The Dental Receptionist plays a critical role in ensuring the smooth operation of a dental practice by managing front desk activities and serving as the first point of contact for patients.…
Added 5 hours ago
1
Dental Administrator - Dental Studio - Square One
123Dentist
Mississauga, ON
- $27 to $32 CAD / hour
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…with Tracker dental software who can confidently manage front-desk operations in a high-volume…
Added 5 hours ago
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Office Manager - Studio Dental Union Station
123Dentist
Toronto, ON · Greater Toronto Area, Canada
- $70,000 to $80,000 CAD / year
- Full-time
…the practice, and create working harmony between the front desk office and the dental professional…
Added 5 hours ago
1
Certified Dental Assistant - Orchard Heights Dental
123Dentist
Aurora, ON
- $25 to $30 CAD / hour
- Full-time
We are a family fental office located in Aurora, Ontario. Position is a floater position Dental Assistant Level II required to do assisting ortho and endo, floating duties and front desk.
Added 5 hours ago
1
Office Manager - Ottawa, ON - 12727
123Dentist
Ottawa, ON
- Full-time
…into practice, and create working harmonies between the front desk office and dental professional…
Added 6 hours ago
TG
Reception + Retail Associates
Tommy Gun's Original Barbershop
Surrey, BC
- Part-time
Tommy Gun's is on the hunt for dynamic and enthusiastic individuals to fill the crucial roles of Front Desk Reception + Retail Associates. We want YOU to be a part of our exciting journey!…

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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