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Added 34 mins ago
A
Sales Coordinator
Apotex
Toronto, ON · North York, ON
- $63,482 to $105,804 CAD / year
The Sales Coordinator supports sales activities and day-to-day operations across the Canadian Sales organization. Working closely with Sales, Marketing, Finance, Medical, Regulatory and…
Added 49 mins ago
BF
Referee Coordinator
Burnaby FC
Burnaby, BC
- Part-time
We are seeking an organized and dependable Referee Coordinator to support match officiating and help strengthen our referee program. This is an opportunity to contribute to community…
Added 50 mins ago
UO
Coordinator, Varsity Sports
University of Ottawa
Ottawa, ON · Minto Sports Complex
- Full-time
Assist with and performs a variety of tasks to support the administrative operations of the Recreation and Varsity Sports, while ensuring compliance with applicable policies and procedures.
Added 1 hour ago
Works Coordinator
Rogers Communications
Edmonton, AB
At Rogers, we put our customers first in everything we do! Our Field Operations team provides top-notch service, connecting communities across Canada. We're seeking individuals who are…
Added 2 hours ago
BT
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
- Full-time
Maintain intake logs, file tracking lists, and daily status updates as directed by the Tax Operations Coordinator.
Added 4 hours ago
MQ
Logistics Coordinator - Contract 3 months
Marcatus QED
Toronto, ON
- $40,000 CAD / year
- Full-time
The Logistics Coordinator will support daily logistics operations, coordinate shipments, and maintain accurate shipping and customs documentation. Reporting to the Supply Chain Lead and…
Added 4 hours ago
AC
Operations Coordinator
Aston Carter
Langley (District), BC · Langley, British Columbia
- $21.63 to $24.04 CAD / hour
- Contract
Aston Carter's large client in Langley is seeking an Operations Coordinator to join their team! This individual will support a busy Operations team with high-volume, time-sensitive data…
Added 4 hours ago
AC
Operations Coordinator
Aston Carter
Langley (District), BC · Langley, British Columbia
- $21.63 to $24.04 CAD / hour
- Contract
This Operations Coordinator role supports a busy Operations team with high-volume, time-sensitive data entry, order processing, Excel updates, staff orders, and general operational…
Added 4 hours ago
AU
Customer Service Coordinator
Alsco Uniforms
Surrey, BC
- $20.26 CAD / hour
- Full-time
We are seeking a friendly, organized, and proactive Customer Service Coordinator (CSC) to join our Service team. In this role, you will be the first point of contact for our customers,…
Added 5 hours ago
IH
Coordinator | Central Functions
Interior Health Authority
Sparwood, BC
- Full-time
The Coordinator | Central Functions develops, implements, and evaluates provincial, regional, and site wide initiatives to improve/maintain site/program operations and staff safety. The…
Added 5 hours ago
CL
Marketing Digital Coordinator
CRAFT Living Inc.
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…flooring solutions. Our marketing team collaborates with Sales, Operations, creative partners, and retailers across Canada and the United…
Added 5 hours ago
AG
Logistics Coordinator
ATCO Group
La Prairie, QC
- Full-time
As a Logistics Coordinator, you will be the backbone of our operations, ensuring the smooth execution of logistics from start to finish including regional lease fleet management, scheduling…
Added 5 hours ago
IH
Coordinator | Central Functions
Interior Health Authority
Kelowna, BC
- Full-time
The Coordinator | Central Functions develops, implements, and evaluates provincial, regional, and site wide initiatives to improve/maintain site/program operations and staff safety. The…
Added 5 hours ago
CP
Project Coordinator, Construction
Crown Property Management Inc.
Toronto, ON
- $60,000 to $70,000 CAD / year
- Full-time
The Project Coordinator, Construction is responsible for full construction administrative duties as well as small tenant construction and/or repair requests as assigned by the Director,…
Added 5 hours ago
AB
New Product Development (NPD) Coordinator
Applied Biological Materials Inc
Richmond, BC
- $50,000 to $60,000 CAD / year
- Contract
Headquartered in Vancouver, Canada, with operations in the United States, China, and France, abm serves academic institutions, biotechnology and pharmaceutical companies, contract research…
Added 6 hours ago
PH
Project Coordinator
Provincial Health Services Authority
Vancouver, BC
- Full-time
The Project Coordinator works closely with Program Managers to plan, coordinate, implement, and evaluate a range of provincially mandated projects. The role supports work related to quality…
Added 6 hours ago
A
Food & Beverage Administrator
AccorHotel
Whistler, BC
- Full-time
Minimum 2 years of Food & Beverage experience, with previous administrative, coordinator, or hospitality support experience considered an asset.
Added 6 hours ago
TU
Educational Coordinator
The University of British Columbia
Vancouver, BC
- $4,576 to $4,808 CAD / month
- Part-time
The Educational Coordinator provides administrative and coordination support for academic training programs within the Department of Medical Genetics. The role supports program operations…
Added 6 hours ago
OT
Facilities Coordinator
Olympia Tile+Stone Inc.
Toronto, ON
- $50,000 to $55,000 CAD / year
- Full-time
We are seeking a hands-on, organized, and proactive Facilities Coordinator to support building operations and maintenance activities across our facilities.In this role, you will coordinate…
Added 6 hours ago
B
Office Coordinator
BMT
Victoria, BC
- $45,000 to $47,000 CAD / year
- Part-time
The Office Coordinator serves as a key member of the Administration team, ensuring a seamless office experience for employees, visitors, contractors, and business partners while providing…
Added 7 hours ago
FH
Food & Beverage Administrator
Fairmont Hotels & Resorts
Whistler, BC
- Full-time
Minimum 2 years of Food & Beverage experience, with previous administrative, coordinator, or hospitality support experience considered an asset.
Added 7 hours ago
IR
Administrative Assistant
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
Under the general direction of the Resident Systems Coordinator, the Administrative Assistant is responsible for reception and telephone duties, providing clerical and other administrative…
Added 7 hours ago
IR
Administrative Assistant
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
Under the direction of the Regional Coordinator, Primary Care, the Administrative Assistant is responsible for providing administrative/clerical/reception support for the day-to-day…
Added 7 hours ago
HI
Office Coordinator
Home Instead
Vancouver, BC
- Full-time
The Office Coordinator ensures a professional, welcoming, and organized office environment while supporting client engagement, team initiatives, and daily operations. This role requires…
Added 7 hours ago
FR
Marketing Research Coordinator
FirstService Residential Canada
Mississauga, ON
- Full-time
2+ years of sales support and/or operations experience would be a bonus

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. Organize client files, update workflow statuses, support tax-return documentation and signing processes, and protect confidential information.

Requirements

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; the role requires full-time onsite work and flexible additional hours during peak periods.

Skills

Customer Service
Client Communication
Document Verification
File Organization
Workflow Tracking
Attention To Detail
Microsoft Office
Electronic Filing Systems
Scanning And Document Management
Confidentiality
Client Follow-Up
Administrative Support
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
Electronic Filing Systems
Microsoft Office
Workflow Status
File Tracking
Document Scanning
Document Naming
Return Assembly
Signing Packages
Payment Coordination
Client Follow-Up
Confidential Taxpayer Information
Tax Preparers
Reviewers
Invoicing

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