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Added 1 hour ago
SS
QHSE & Training Coordinator – Career Opportunity
Survival Systems International New Orleans
AB
- Full-time
We are looking for a QHSE & Training Coordinator to join our team in Singapore. Reporting to the Managing Director, the successful candidate will be responsible for complying with…
Added 1 hour ago
UO
Manager of Operations
University of Victoria
Victoria, BC
- Full-time
Reporting to the Director of the Kula: Library Futures Academy, the Manager of Operations provides leadership for the planning, coordination, communications, and operational infrastructure…
Added 4 hours ago
Environment Coordinator
Amrize
Coquitlam, BC
Join Amrize as a Environment Coordinator and help construct what's next. If you're ready to put your skills to work on projects that matter - and build a career with a company that’s…
Added 9 hours ago
Site Security Coordinator
EBC Inc.
Ottawa, ON
The Site Security Coordinator supports the organization’s physical and operational security programs by coordinating daily administrative security activities, ensuring compliance with…
Added 13 hours ago
CP
Ecommerce Coordinator
Coastal Peoples Fine Arts Gallery
Vancouver, BC
- Full-time
The Ecommerce Coordinator is a full-time, on-site role based at Coastal Peoples Fine Arts Gallery in Vancouver, BC, and this position is responsible for managing and processing the online…
Added 14 hours ago
O
Commercial Relationship Coordinator
Optum
Richmond, BC
- Full-time
This position follows Office-Based schedule with (4) In-office days per week. Our office is located at 10711 Cambie Rd, Ste 130, Richmond, British Columbia.
Added 17 hours ago
LH
Care Coordinator
Lifemark Health Group
Meadow Lake, SK
- Part-time
Care Coordinator – Alta-Sask Wellness - Meadow Lake
Added 18 hours ago
IC
logistics coordinator
Intco Canada Inc.
Concord, ON
- Full-time
Added 19 hours ago
CS
Program Assistant (CF) - Ready to Serve and RENU
Catholic Social Services Alberta
AB · Edmonton, AB
- Full-time
Provide day-to-day comprehensive administrative support for RTS and RENU program operations.
Added 20 hours ago
QM
Accounting & Administrative Coordinator
Quantum Management Services Ltd.
Toronto, ON
- $75,000 to $80,000 CAD / year
- Full-time
Position: Accounting & Administrative Coordinator
Added 23 hours ago
UO
Manager of Operations
University of Victoria
Victoria, BC
- Full-time
Reporting to the Director of the Kula: Library Futures Academy, the Manager of Operations provides leadership for the planning, coordination, communications, and operational infrastructure…
Added 1 day ago
AG
Coordinator, Health and Safety
Alamos Gold Inc.
Matachewan, ON
- Full-time
Alamos Gold Inc. Young-Davidson is currently recruiting the following challenging position to join our operations team:
Added 1 day ago
LS
Operations and Club Services Manager - Permanent - 19637
LRO Staffing
Ottawa, ON
- Full-time
…Nepean, is seeking an organized, service-oriented, and proactive Operations & Club Services Manager to support the day-to-day administration and delivery of its programs and…
Added 1 day ago
CH
Project Coordinator
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Reporting to the Senior Program Officer (SPO), Integrated Access Acute Care Services, the Project Coordinator provides project coordination, operational planning, analytical support, and…
Added 1 day ago
PC
Terminal Supervisor (12-Month Term)
Parkland Corporation
Burnaby, BC
- Other
…Greater Caribbean, and Europe. The Partnership’s midstream operations include an extensive network of approximately 14,000 miles of pipeline and over 160 terminals. This critical…
Added 1 day ago
LH
Care Coordinator
Lifemark Health Group
Calgary, AB
- Part-time
Care Coordinator – Lifemark Physiotherapy Royal Oak
Added 1 day ago
PP
Sales & Marketing Coordinator
Peak Performance
North Vancouver, BC
- Full-time
As the Sales & Marketing Coordinator, you’ll work closely with our retail, marketing, and operations teams, picking up real context on how a premium outdoor brand actually runs - not just…
Added 1 day ago
ET
Operations Coordinator - Kamloops, BC
Elevation Technical Services
Kamloops, BC
- Full-time
As Elevation continues to grow, we are seeking a highly organized, proactive, and detail-oriented Operations Coordinator to support the day-to-day operations of our head office in Kamloops,…
Added 1 day ago
Field Utilities Coordinator (Construction)
PACT
ON · Mississauga, Ontario
The Field Utilities Coordinator will support safe excavation and drilling activities by coordinating utility locates and ground disturbance clearance in the field and implementing the…
Added 1 day ago
LH
Care Coordinator
Lifemark Health Group
Calgary, AB
- Part-time
Care Coordinator: Lifemark Physiotherapy Heritage Hill
Added 1 day ago
LH
Care Coordinator
Lifemark Health Group
Langley (District), BC · Langley, BC
- $19 to $25 CAD / hour
- Temporary
Care Coordinator – Lifemark Physiotherapy 64th Avenue
Added 1 day ago
MB
Warehouse Coordinator (Wednesday to Saturday 4pm - 2am)
Martin Brower UK and Ireland
Oshawa, ON
- Full-time
The Warehouse Coordinator role offers an administrative support to the warehouse operations of a dedicated McDonald's distributorship with responsibility for planning/scheduling of manpower…
Added 1 day ago
ET
Operations Coordinator
Elevation Technical Services
Vancouver, BC
- Full-time
As Elevation continues to grow, we are seeking a highly organized, proactive, and detail-oriented Operations Coordinator to support the day-to-day operations of our head office in Kamloops,…
Added 1 day ago
MB
Warehouse Coordinator: 18-month contract, Wednesday-Saturday or Sunday-Wednesday, 4:30am-2:30am
Martin Brower UK and Ireland
Brampton, ON
- Full-time
The Warehouse Coordinator role offers an administrative support to the warehouse operations of a dedicated McDonald's distributorship with responsibility for planning/scheduling of manpower…
Added 1 day ago
PC
Terminal Supervisor (12-Month Term)
Parkland Corporation
Burnaby, BC
- Other
…Greater Caribbean, and Europe. The Partnership’s midstream operations include an extensive network of approximately 14,000 miles of pipeline and over 160 terminals. This critical…

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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