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TG
Station MEP Coordinator
Trillium Guideway Partners
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
As an MEP Coordinator, you will oversee the daily operations related to the mechanical, electrical, and plumbing systems of the station/guideway. This involves coordinating the MEP…
Added just now
BP
Tenancy Dispute Coordinator
Broadstreet Properties LTD
Winnipeg, MB
- Full-time
The Tenancy Dispute Coordinator plays a vital role in supporting the Operations Team by overseeing the management of Manitoba RTB and Ontario LTB filings and hearings.
Added 16 mins ago
H(
Executive Assistant, Chief of Staff & Corporate Secretary
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $71,000 to $110,000 CAD / year
- Full-time
…coordination of the executive’s activities through effective scheduling, communication, and workflow management, all delivered with professionalism, discretion, and sound…
Added 16 mins ago
Coordinator, Proposals
Aecon
Toronto, ON
…clients. This position is suited to an experienced proposal coordinator who can manage multiple priorities independently, contribute to written content, and demonstrate strong verbal and…
Added 16 mins ago
S
Fleet Coordinator
Scotlynn
ON · Simcoe, ON
- $41,600 to $50,000 CAD / year
- Full-time
The Fleet Coordinator supports the Fleet Managers and the National Sales Team by actively coordinating truckload transportation operations, scheduling and tracking loads, communicating with…
Added 16 mins ago
K
Structural Steel Estimator / Project Coordinator
Kelly
ON · Lucan, ON
- Up to $120,000 USD / year
- Full-time
Our client, a growing structural steel fabrication company, is seeking a Structural Steel Estimator / Project Coordinator to join their team.
Added 31 mins ago
Project Coordinator (BSFI)
Capgemini
Toronto, ON
Seeking a onshore Project Coordinator to support a Data Analytics cloud migration program This role will coordinate across business users and technology teams manage meeting cadences and…
Added 31 mins ago
TC
Product Support Coordinator
Toromont Cat
Thunder Bay, ON
- Full-time
Toromont Cat is looking for a Product Support Coordinator to join our team in Thunder Bay! The Product Support Coordinator is accountable for all work orders from opening to execution…
Added 31 mins ago
TM
Product Support Coordinator
Toromont Material Handling/ Manutention Toromont
Vaughan, ON
- Full-time
Toromont Material Handling is seeking a Product Support Coordinator to join our team. The Product Support Coordinator is accountable for all work orders from opening to execution providing…
Added 31 mins ago
C
Bilingual Communications Coordinator (*1 Year Contract*)
CAPREIT
Toronto, ON
- Other
Reporting to the Senior Manager, Strategic Resident Experience and Communications, the Bilingual Communications Coordinator will support a broad portfolio of strategic and operational…
Added 31 mins ago
G
Tool Crib Attendant, Maintenance
Glencore
Elkford, BC
- Full-time
…performance and efficiency, close co-ordination with the Planning and Scheduling Group will be required to drive continuous…
Added 31 mins ago
LH
Marketing & Business Development Coordinator
LD Human Resources
Vaughan, ON
- Full-time
We are seeking a Marketing & Business Development Coordinator to support the marketing and business development activities of our growing HR consulting firm. This role is ideal for a…
Added 31 mins ago
OL
Franchise Development Communication Coordinator (Corporate Head Office)
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- Contract
Careers > Franchise Development Communication Coordinator (Corporate Head Office)
Added 46 mins ago
Construction Project Coordinator
WF Group Inc.
Kitchener, ON
As a Project Coordinator, you will play a vital role in supporting project management activities. This entry-level position offers an excellent opportunity to develop and apply foundational…
Added 46 mins ago
IH
Production Lead - Day Shift
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Communicate scheduling conflicts, capacity concerns, delays, or other significant production issues to the Production Manager and Production Planner.
Added 46 mins ago
MP
Marketing Coordinator
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MediOne Physicians is hiring a full-time Marketing Coordinator to grow our online presence across our clinics and help more patients find us. This is an existing vacancy.
Added 46 mins ago
VF
Operations Coordinator
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- Full-time
We are hiring an Operations Coordinator to support our Operations team. This is a new role that will provide operational, administrative, and communication support across our Operations…
Added 1 hour ago
Tool Crib Attendant, Maintenance
Elk Valley Resources
Elkford, BC
…performance and efficiency, close co-ordination with the Planning and Scheduling Group will be required to drive continuous…
Added 1 hour ago
IG
Project Coordinator / Estimator
Infinity Generation Services Inc.
Courtice, ON
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…responsibility for project controls, costing, procurement, scheduling and client communication. This builds on IGS's existing Project Coordinator role, which combines project coordination…
Added 1 hour ago
EV
Tool Crib Attendant, Maintenance
Elk Valley Resources
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QM
Administrative Assistant
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We are seeking a highly organized, detail-oriented, and proactive Administrative Coordinator to support the President and department managers within an established organization operating in…
Added 1 hour ago
W
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Added 1 hour ago
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Production Scheduling Coordinator
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We're looking for a Product Scheduling Coordinator to join our Capacity Planning team for an 18-month term. In this role, you'll play an important part in keeping production on track by…
Added 1 hour ago
S
Estimator / Project Coordinator
SERV-A-YARD
Corunna, ON
- Full-time
Role Description The Estimator / Project Coordinator is a full-time, on-site role based in Corunna, ON, responsible for estimating work requests and bids on projects. The Project Estimator…
Added 2 hours ago
Project coordinator - Deep Foundations
Pomerleau
Contrecoeur, QC · Montreal, QC · Trois-Rivières, QC
As a Project Coordinator within Pomerleau's Civil & Infrastructure division, you will play a key role at the heart of the Deep foundations business unit. You'll manage multiple activities…

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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