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Added 1 day ago
VG
Director of Hospitality
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- Full-time
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Added 1 day ago
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- Full-time
Grimsby Hyundai is currently seeking a Full-Time Front Desk Administrator to join their dynamic team!
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PA
Full-Time Front Desk Administrator (Performance Toyota)
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- Full-time
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MR
Front Desk Assistant
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Calgary, AB
- Part-time
…position also works collaboratively with the administrative front-end team including the Lead Administrator, Administrative Assistant and Flexible Employees and clinic…
Added 2 days ago
Experienced Dental Administrator (Toronto and GTA)
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Toronto, ON
At Passion Dental Group, we are actively seeking an organized, welcoming, and detail-oriented Dental Administrator to join our teams across our 15+ clinics in Toronto and the Greater…
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Part-Time Front Desk Administrator (Brantford Toyota)
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Added 3 days ago
PD
Dental Administrator (Peterborough)
Passion Dental Group
Peterborough, ON
- Full-time
We’re looking for a skilled and compassionate Dental Administrator to join our team at Chemong Family Dental, a proud part of the Passion Dental Group. Whether you’re early in your career…
Added 3 days ago
BT
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
- Full-time
Provide reliable front-desk and intake coverage during tax season.
Added 3 days ago
FT
Front Desk Administrator
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Toronto, ON
- Full-time
The Front Desk Administrator at FACE plays a key role in delivering a seamless, elevated clinic experience. This role combines front desk operations, patient coordination, scheduling, and…
Added 3 days ago
H
IT Support / Systems Administrator
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Our client is a well-established national organization seeking an IT Support / Systems Administrator to join its technology team in Ottawa.
Added 3 days ago
VP
Casual Front Desk Administrator
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Added 3 days ago
RH
Office Administrator with prior accounting experience
Robert Half
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- $50,000 to $65,000 CAD / year
- Full-time
We are seeking a Receptionist / Office Administrator to serve as the face of the organization and support the day-to-day administrative operations of a busy office of approximately 25…
Added 3 days ago
TN
Dental Administrator
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…scheduling, handle billing and insurance processing, coordinate daily front-desk workflows, and support an exceptional, patient-centered care…
Added 3 days ago
N(
Program Assistant, School of Construction and Building Sciences
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AB · Edmonton, AB
- Full-time
Perform general office and front-desk duties, including reception and administrative support.
Added 3 days ago
NA
Program Assistant, School of Construction and Building Sciences
Northern Alberta Institute of Technology
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Perform general office and front-desk duties, including reception and administrative support.
Added 4 days ago
BT
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
- Full-time
Provide reliable front-desk and intake coverage during tax season.
Added 4 days ago
EI
Corporate Services Administrator
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Added 4 days ago
Dental Administrator (Peterborough)
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We’re looking for a skilled and compassionate Dental Administrator to join our team at Chemong Family Dental, a proud part of the Passion Dental Group. Whether you’re early in your career…
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MP
Office Administrator / Receptionist
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- $17.95 to $24 CAD / hour
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Added 4 days ago
MU
Secretary
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Canada
- Full-time
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Added 4 days ago
AM
Funeral Branch Administrator
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Added 4 days ago
IS
Tier 2 I.T. Administrator
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The I.T. Administrator plays a key role in supporting and maintaining client IT environments across server, network, and cloud platforms. This role acts as an escalation point for…
Added 4 days ago
Reception Assistant
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Added 4 days ago
PA
Part-Time Front Desk Administrator (Precision Honda)
Performance Auto Group
Mississauga, ON
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Precision Honda is currently seeking a Part-Time Front Desk Administrator (Evenings and Saturdays) to join their dynamic team!
Added 4 days ago
PA
Part-Time Front Desk Administrator (Precision Honda)
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Precision Honda is currently seeking a Part-Time Front Desk Administrator (Evenings and Saturdays) to join their dynamic team!

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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