Find work in Canada.

595,444 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 25 mins ago
CO
Administrative Coordinator 1
City of North Vancouver
North Vancouver, BC
- Full-time
Added 54 mins ago
HM
operations officer - administration
Hercules Moving Company INC
Toronto, ON · North York, ON
- Full-time
Added 1 hour ago
AT
Project Admin (6 month contact)
AFL Telecommunications
Calgary, AB
- Full-time
We’re hiring! Join our NGM Finance team as a Project Administrator and help keep our projects organized, accurate, and moving forward.
Added 2 hours ago
B
Construction Administrator
BPA
Gatineau, QC
- Full-time
Added 2 hours ago
CC
Student, Systems Administrator
Cameco Corporation
Saskatoon, SK
- Full-time
Added 2 hours ago
CC
Student, Network Administrator
Cameco Corporation
Saskatoon, SK
- Full-time
Added 3 hours ago
A
Support Systems Engineer - NAMER
Ashby
Canada
- Full-time
Added 4 hours ago
PD
Dental Administrator (Peterborough)
Passion Dental Group
Peterborough, ON
- Full-time
We’re looking for a skilled and compassionate Dental Administrator to join our team at Chemong Family Dental, a proud part of the Passion Dental Group. Whether you’re early in your career…
Added 4 hours 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 5 hours ago
W
IT Administrator
Worley
Calgary, AB
- Full-time
Added 5 hours ago
LH
SENIOR MICROSOFT SYSTEMS ADMINISTRATOR
Logic Hire Solutions LTD
ON · Ontario, Canada
- $110,000 to $160,000 CAD / year
- Full-time
🚀 SENIOR MICROSOFT SYSTEMS ADMINISTRATOR / TECHNICAL LEADToronto, ON | Hybrid (3 Days On-Site) | 7+ Years | Day-1 Impact Required⚡ THE HOOK
Added 5 hours ago
BC
Bed Allocator
Brant Community Healthcare System
Brantford, ON
- Full-time
Added 5 hours ago
LH
SENIOR MICROSOFT SYSTEMS ADMINISTRATOR
Logic Hire Solutions LTD
Toronto, ON
- $110,000 to $160,000 CAD / year
- Full-time
🚀 SENIOR MICROSOFT SYSTEMS ADMINISTRATOR / TECHNICAL LEADToronto, ON | Hybrid (3 Days On-Site) | 7+ Years | Day-1 Impact Required⚡ THE HOOK
Added 5 hours ago
LC
Network Administrator
Lightspeed Commerce, Inc.
Montreal, QC
- Full-time
We’re looking for a Network Administrator to join our Network Operations team in Montreal, Quebec. As a Network Administrator, you will help ensure the availability, performance, and…
Added 7 hours ago
RC
Service Writer - Prairie AG
Reesink Canada
AB · Blackfoot, AB
- Full-time
Added 7 hours ago
R
Procurement Administrator - Supply Chain Service Center
Raise
Calgary, AB
- Contract
Added 7 hours ago
L
Immigration Bon Accueuil Services Inc This link will open in a new window is hiring Project Administration Officer with LMIA
LMIA.CA
Quebec, QC
- Full-time
Added 7 hours ago
NG
Manager, Fundraising Information Systems
National Gallery of Canada Foundation
Ottawa, ON
- Full-time
Added 7 hours ago
P
Controller and Office Manager
Phantom
Kitchener, ON
- Full-time
Job Description: Controller and Office Manager
Added 7 hours ago
CT
Office Manager
Camp Tamarack Association
AB
- Part-time
At Camp Tamarack, we believe everyone deserves the chance to experience adventure, nature and belonging. Our Office Manager keeps the details moving behind the scenes so campers, families,…
Added 8 hours ago
G-
Billing Administrator
GFL - Sewer Technologies Division
Debert, NS
- Full-time
Added 8 hours ago
AT
Senior Administrator
Arrow Transportation Systems Inc.
Fort St. James, BC
- Full-time
Added 8 hours ago
A
Food & Beverage Administrator
AccorHotel
Whistler, BC
- Full-time
Added 8 hours ago
B
Office Coordinator
BMT
Victoria, BC
- $45,000 to $47,000 CAD / year
- Part-time
Added 9 hours ago
FH
Food & Beverage Administrator
Fairmont Hotels & Resorts
Whistler, BC
- Full-time

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

Report this job