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Added 5 mins ago
LH
CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Hamilton, ON
- $18.42 to $27.02 CAD / hour
- Full-time
…at the heart of everything we do, and we are seeking a Care Coordinator Managerwho shares this same…
Added 5 mins ago
RM
Clinical Nurse Specialist Navigator
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- Full-time
As a member of an interprofessional team, reporting to the Manager of Patient Flow, the RN Care Coordinator provides patient-centered care, supporting patients transitioning from hospital…
Added 19 mins ago
BÉ
Coordinator – Building Maintenance
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- Full-time
Respond to internal service requests within the group
Added 19 mins ago
HI
Scheduling and Service Coordinator
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- Full-time
As a Scheduling and Service Coordinator, you'll coordinate client and caregiver schedules, ensure service quality, and help deliver exceptional home care.
Added 1 hour ago
CG
Guest Experience Coordinator and Reception
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- Full-time
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Added 1 hour ago
BT
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
- Full-time
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…
Added 1 hour ago
CG
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Added 1 hour ago
CG
Guest Services & Reception Coordinator (18 month contract)
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Added 1 hour ago
CG
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Added 1 hour ago
AH
Recreation Therapist I
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Added 1 hour ago
TS
Direct Support Worker – Warming Centre
The Salvation Army in Canada
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Added 1 hour ago
TS
Program Coordinator – Warming Centre
The Salvation Army in Canada
Prince Albert, SK
- Full-time
…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 1 hour ago
YR
Abilities Management Specialist
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External service providers and vendors – Coordination of specialized assessments, referrals and service
Added 2 hours ago
V
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Added 2 hours ago
CH
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Added 2 hours ago
LC
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Added 4 hours ago
H
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- $74,000 to $83,000 CAD / year
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Added 4 hours ago
PH
Client Service Coordinator
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Added 4 hours ago
TS
Program Coordinator – Warming Centre
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…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 4 hours ago
TS
Team Lead Warming Center– Direct Support Worker
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…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 4 hours ago
TS
Direct Support Worker – Warming Centre
The Salvation Army Canada and Bermuda Territory
Prince Albert, SK
- Full-time
…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
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TC
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Added 5 hours ago
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CH
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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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