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Added 7 mins ago
TH
Clinical Leader | Temporary Full time | CVH | Birthing Suite
Trillium Health Partners
ON · ON, Canada
- Full-time
Work collaboratively with the clinical educators to support the development of program goals and objectives and quality improvement initiatives.
Added 37 mins 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 37 mins ago
A
Health, Safety And Environment Advisor
Actalent
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- $43 to $55 CAD / hour
- Full-time
Deliver and support safety meetings, toolbox talks, orientations, and training sessions for employees and contractors.
Added 1 hour ago
NE
Sales Operations Analyst
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Toronto, ON
- Contract
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Added 1 hour ago
TH
Customer Service Coordinator- 6 Month Contract
The Home Depot Canada
Vaughan, ON
- Full-time
Support expedites and communications during peak operations and crisis situations
Added 1 hour ago
TH
COORDONNATEUR DU SERVICE À LA CLIENTÈLE
The Home Depot Canada
Vaughan, ON
- Full-time
Support expedites and communications during peak operations and crisis situations
Added 1 hour ago
GC
Coordinator, Materials
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Reporting to the Senior lead, Maintenance , the Coordinator, Materials is responsible for the coordination of materials and tooling to support the successful execution of all scheduled and…
Added 2 hours ago
G
GIS Coordinator
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- $76,288 to $86,691 CAD / year
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Added 2 hours ago
MQ
Logistics Coordinator - Contract 3 months
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- $40,000 CAD / year
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Added 2 hours ago
AC
Operations Coordinator
Aston Carter
Langley (District), BC · Langley, British Columbia
- $21.63 to $24.04 CAD / hour
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Added 2 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 3 hours ago
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Social Worker - Medicine (NSPH)
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Reporting to the designated Social Work Site Leader and receiving guidance and support from the Professional Practice Leader and/or Research, Education and Practice Coordinator, the…
Added 3 hours ago
AU
Customer Service Coordinator
Alsco Uniforms
Surrey, BC
- $20.26 CAD / hour
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…excellence. We're committed to providing the resources and support you need to succeed while making a meaningful impact on our…
Added 3 hours ago
TC
Program Coordinator 2, Full-Time
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Parksville, BC
- Full-time
The Program Coordinator 2 (PC2) Plans, implements and oversees the day to day operations of a program in this CARF accredited agency; directly supervises program staff and provides support…
Added 3 hours ago
V
Anlst II, IT
Vale
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- Full-time
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Added 3 hours ago
IH
Coordinator | Central Functions
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- 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 3 hours ago
CL
Marketing Digital Coordinator
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Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
We are looking for an organized, curious, and hands-on Marketing Digital Coordinator to support the day-to-day delivery of marketing across our three brands. This is a six-month, full-time…
Added 3 hours ago
MC
Microsoft Dynamics 365 Finance Functional Consultant – D365 F&O | Manufacturing (35742)
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- Contract
…Dynamics 365 Finance Functional Consultant to provide hands-on support during an active Dynamics 365 Finance & Operations (D365 F&O)…
Added 3 hours ago
AG
Logistics Coordinator
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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 4 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 4 hours ago
CP
Project Coordinator, Construction
Crown Property Management Inc.
Toronto, ON
- $60,000 to $70,000 CAD / year
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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 4 hours ago
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New Product Development (NPD) Coordinator
Applied Biological Materials Inc
Richmond, BC
- $50,000 to $60,000 CAD / year
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To support our continued expansion, we are seeking a New Product Development (NPD) Coordinator to support new product development across scientific and commercial teams. You will maintain…
Added 4 hours ago
PH
Project Coordinator
Provincial Health Services Authority
Vancouver, BC
- Full-time
The Project Coordinator is responsible for coordinating projects of varying size and complexity, helping move work from planning through implementation and evaluation while keeping…
Added 4 hours ago
PH
Relational Security Officer, Integrated Protection Services (Casual)
Provincial Health Services Authority
Vancouver, BC
- Part-time
The Relational Security Officer reports to the Coordinator, Relational Security, Integrated Protection Services (IPS) Operations, maintains and enforces security of persons and property in…
Added 4 hours ago
TS
HSE Coordinator
The Seaboard Transport Group
Toronto, ON · North York, ON
- Full-time
Position Overview:The HSE Coordinator is responsible for supporting Health, Safety, and Environmental (HSE) programs across multiple operations, with a focus on promoting a strong safety…

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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