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Added 15 mins ago
LH
CCM-Care Coordinator Manager - Multiple Future Opportunities
Lifemark Health Group
Hamilton, ON
- $18.42 to $27.02 CAD / hour
- Full-time
…of work and quality? Do you want to feel valued and have the support of our understanding Clinic Director? If so, come and join us at Lifemark Physiotherapy, Canada’s premier, largest, and…
Added 15 mins ago
RM
Manager
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
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Added 15 mins ago
RM
Registered Nurse - Day Hospital
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Part-time
The Registered Nurse in the Ross Memorial Mental Health Day Hospital will function as a member of the interdisciplinary team, with supporting complex clinical cases responsible for…
Added 15 mins ago
RM
RN - Crisis
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
The Registered Nurse will function as a member of the interdisciplinary team and as such, is involved in the care and assessment of individuals experiencing complex mental health and/or…
Added 29 mins ago
RM
Physiotherapist
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
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Added 29 mins ago
RM
M.L.T. Charge - Quality
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Demonstrated leadership ability with the capacity to provide support and guidance to staff.
Added 29 mins ago
RM
Registered Nurse
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
The Registered Nurse in the Ross Memorial Mental Health Program will function as a member of the interdisciplinary team and as such, is involved with cases of a complex clinical nature and…
Added 44 mins ago
TO
Advisor 3, Media Relations
The Ottawa Hospital
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- Full-time
…hospitals. With more than 1,100 beds and approximately 12,000 staff members, we deliver specialized care to the Eastern Ontario…
Added 44 mins ago
TO
HIMP 2, Coding and Abstracting
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- Full-time
…hospitals. With more than 1,400 beds and approximately 17,000 staff, physicians, residents and volunteers, we deliver specialized care to the Eastern Ontario, Western Quebec and Eastern…
Added 1 hour ago
CG
Chef De Partie, Banquets & Catering Part Time at Assiniboine Park
Compass Group Canada
Winnipeg, MB
- $20.25 CAD / hour
- Part-time
The Chef De Partie is a senior member of the kitchen team and is responsible to produce high-quality plates for guests and ensure that the kitchen is in good, clean, and hygienic condition.…
Added 1 hour ago
BT
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
- Full-time
Reports to the designated office lead. Works closely with preparers, reviewers, partners/managers, and administrative support staff.
Added 1 hour ago
CG
Head Cook, Full Time
Compass Group Canada
Sudbury, ON · Greater Sudbury, ON
- $22 CAD / hour
- Full-time
Lead and coordinate kitchen staff during daily operations.
Added 1 hour ago
BT
Senior Accountant, Publicly Traded Companies
Baker Tilly Canada
Vancouver, BC
- Full-time
New role: This job posting is for a newly created role within our organization. This position has been established to support our growth, and we are excited to welcome a new team member to…
Added 1 hour ago
AH
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Alberta Health Services
Stettler, AB
- Part-time
As a Health Care Aide (HCA), you will work as a collaborative member of the multidisciplinary team, providing personal assistance by supporting activities of daily living and delivering…
Added 1 hour ago
AH
Health Care Aide
Alberta Health Services
Boyle, AB
- Part-time
As a Health Care Aide (HCA), you will work as a collaborative member of the multidisciplinary team, providing personal assistance by supporting activities of daily living and delivering…
Added 1 hour ago
AH
Food Service I
Alberta Health Services
Ponoka, AB
- Part-time
…on patient and resident focused health care as a dedicated member of the Nutrition Food Service (NFS) team. NFS is a provincial service that is committed to providing nutritious, healthy,…
Added 1 hour ago
AH
Health Care Aide
Alberta Health Services
Sylvan Lake, AB
- Part-time
As a Health Care Aide (HCA), you will work as a collaborative member of the multidisciplinary team, providing personal assistance by supporting activities of daily living and delivering…
Added 1 hour ago
AH
Food Service I
Alberta Health Services
Rimbey, AB
- Part-time
…on patient and resident focused health care as a dedicated member of the Nutrition Food Service (NFS) team. NFS is a provincial service that is committed to providing nutritious, healthy,…
Added 1 hour ago
AH
Health Care Aide
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Provost, AB
- Part-time
As a Health Care Aide (HCA), you will work as a collaborative member of the multidisciplinary team, providing personal assistance by supporting activities of daily living and delivering…
Added 1 hour ago
AH
Registered Nurse
Alberta Health Services
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- Temporary
…Practical Nurses (LPN) Health Care Aides (HCA), Rehabilitation Staff, Recreation Therapy, Pharmacy and the Physicians group with the purpose of promoting, maintaining or restoring health.…
Added 1 hour ago
AH
Food Service I
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…on patient and resident focused health care as a dedicated member of the Nutrition Food Service (NFS) team. NFS is a provincial service that is committed to providing nutritious, healthy,…
Added 1 hour ago
AH
Licensed Practical Nurse
Alberta Health Services
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- Part-time
…Nurse (LPN) at the Acute Medical Inpatient Unit works as a member of the health care team, collaborating on the delivery of holistic, comprehensive care to meet the needs of the patients,…
Added 1 hour ago
AH
Health Care Aide
Alberta Health Services
Boyle, AB
- Temporary
As a Health Care Aide (HCA), you will work as a collaborative member of the multidisciplinary team, providing personal assistance by supporting activities of daily living and delivering…
Added 1 hour ago
AH
Health Care Aide
Alberta Health Services
Boyle, AB
- Part-time
As a Health Care Aide (HCA), you will work as a collaborative member of the multidisciplinary team, providing personal assistance by supporting activities of daily living and delivering…
Added 1 hour ago
AH
Food Service I
Alberta Health Services
Ponoka, AB
- Part-time
…on patient- and resident-focused health care as a dedicated member of the Nutrition Food Service (NFS) team. NFS is a provincial service that is committed to providing nutritious, healthy,…

Baker Tilly Canada

Client Service & Intake Administrator

Iqaluit, NU, Canada

Full-time

Apply About employer

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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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