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Added 8 mins ago
SH
Registered Nurse - Repost
Southern Health-Santé Sud
Carman, MB
- Full-time
Demonstrated ability to lead and make decisions autonomously.
Added 8 mins ago
WC
(CAN) Pharmacy Manager
Walmart Canada
Dryden, ON
- Full-time
Lead the Pharmacy and OTC teams including participation in the recruitment and interviewing of candidates, train all associates on OBWs/SOPs and Walmart workflow and ensures their…
Added 8 mins ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Lead Compliance Practice Review programs, including developing action plans, executing reviews, monitoring and resolving issues, and reporting on results.
Added 8 mins ago
WO
Registered Nurse - Medicine Cardiology
William Osler Health System
Brampton, ON
- Contract
Experience performing 12 lead ECG and/or rhythm interpretation (within the past 2 years) required
Added 8 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
…passion of our people around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a…
Added 8 mins ago
R
Manager, Pricing & Competitive Intelligence
RFNOW
Virden, MB
- Full-time
Lead end-to-end implementation of approved pricing changes with Billing, Sales and Care - with clear, sellable offer documentation so every channel can sell it on day one
Added 8 mins ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
Quebec, QC
- Full-time
Lead Compliance Practice Review programs, including developing action plans, executing reviews, monitoring and resolving issues, and reporting on results.
Added 8 mins ago
WO
Registered Nurse - Medicine Cardiology
William Osler Health System
Brampton, ON
- Contract
Experience performing 12 lead ECG and/or rhythm interpretation (within the past 2 years) required
Added 8 mins ago
SR
Fundraising Coordinator
Serenity Renewal for Families
Ottawa, ON · Vanier, ON
- Full-time
Lead donor management; receive donor calls/correspondence, process payments, maintain payment methods, support donors through troubleshooting and issues resolution, incorporate personal…
Added 8 mins ago
P
Staff Pharmacist
Pharmacy.ca
Toronto, ON
- Full-time
We are seeking an experienced Compounding Operations Manager to lead the day-to-day operations of our non-sterile compounding laboratory and help build the next stage of our growing…
Added 8 mins ago
TS
Marketing Specialist
TalentSphere Staffing Solutions
Abbotsford, BC
- Full-time
This is a hands-on, creative marketing role with a strong focus on digital marketing, social media, website content, brand development and lead generation.
Added 8 mins ago
Claims Verifier (13 Month Term Certain)
Agriculture Financial Services Corporation
Airdrie, AB · Calgary, AB · Edmonton, AB · Lacombe, AB · Leduc, AB · Lethbridge, AB · Medicine Hat, AB · Olds, AB · Ponoka, AB · Red Deer, AB · Stettler, AB · Wainwright, AB
…committed to creating an environment where everyone can thrive and lead what’s next, whether they’re in the field or at a desk. We attract people who care deeply about making an impact on…
Added 8 mins ago
X
Investigator, Research and Analytics - Full-Time
Xpera
Markham, ON
- Full-time
Adventurous, Respectful, Determined: We lead with “yes”, trust in our shared expertise, and embrace innovation while holding each other accountable to our vision.
Added 23 mins ago
Regulatory Records Coordinator
Ontario Energy Board
Toronto, ON
Contribute, or lead, special projects, as required, that focus on streamlining or improving the adjudicative process, leveraging your skills and knowledge as an RRC
Added 37 mins ago
IS
Machinist, Red Seal - HSL, Local 1
Irving Shipbuilding
Halifax, NS
- Full-time
…Limited, you are part of a dynamic team of professionals who lead with integrity and are passionate about delivering results. With a culture that nurtures talent and creates an inclusive…
Added 38 mins ago
C
Equipment Repair & Maintenance Technician
Co-op
Shellbrook, SK
- Full-time
Who You Will Work With: Reporting to the Shellbrook Agro Team Lead, you will work closely with team members and will play an important role in supporting daily operations by maintaining,…
Added 38 mins ago
Registered Nurse/Registered Psychiatric Nurse
Winnipeg Regional Health Authority
Altona, MB
Demonstrated ability to lead and make decisions autonomously.
Added 38 mins ago
Manager, Core Audit - Assurance - Saskatoon
EY
Saskatoon, SK
…performance reviews and provide performance feedback/training. Lead by…
Added 38 mins ago
Auditor
Government of Alberta
AB
…in your cover letter. Failure to provide a cover letter will lead to the application being screened out. A cover letter will be one of the ways to assess communication skills of…
Added 38 mins ago
F/
Senior Product Analyst (Application Support)
FCC / FAC
Regina, SK
- Full-time
Lead root cause analysis activities and recommend corrective actions to improve application stability and user experience
Added 38 mins ago
B
VP Sales Lead, Vice President and Sales Lead, Mid Market Diversified Industries, Commercial Banking
BMO
Toronto, ON · FCP
- Full-time
Vice President, Sales Lead, Commercial Banking
Added 38 mins ago
Senior Business Relationship Manager, IT
DSV
Toronto, ON
⦁ Serve as the primary IT relationship lead for customer stakeholders across multiple regions and countries.
Added 38 mins ago
UO
Associate Professor/Professor - Krembil Chair in Neuroscience and Mental Health
University of Toronto
Toronto, ON
- $200,000 CAD / year
Lead and advance a comprehensive research program leveraging discoveries in neuroscience to improve the prevention, diagnosis, and treatment of mental disorders.
Added 52 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
Lead the development of dashboards, operational reporting, and decision-support tools
Added 52 mins ago
CO
Director, Health, Safety, & Organizational Resilience
City of Saint John
Saint John, NB
- Full-time
The Director will lead organizational change and influence leaders at all levels of the organization to embed safety, risk management, prevention, and employee well-being into strategic and…

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 4, 2026
Posting language: English
Posted: Nov 4, 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 processes, and protect confidential client information.

Requirements

The role requires strong customer service and communication skills, excellent organization and attention to detail, and comfort with Microsoft Office and electronic filing systems. Previous administrative, reception, bookkeeping, or tax office experience is an asset; candidates must work onsite full-time and accommodate flexible scheduling and 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
Confidentiality
Client Follow-Up
Administrative Support
Scanning And Document Management
Time Management

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 Filing
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
Accounting

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