Find work in Canada.

594,730 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 19 mins ago
A
Maison Host
Adecco
Toronto, ON
- Full-time
Added 20 mins ago
Unit Clerk
HealthCareersInSask.ca
Prince Albert, SK
Added 34 mins ago
HR
receptionist, medical clinic
Hear Right Canada
Oshawa, ON
- Full-time
Added 1 hour ago
DS
Relief Administration Systems Support
Developmental Services of Leeds and Grenville
Brockville, ON
- Temporary
Added 1 hour ago
Facilities Work Reception Clerk
Region of Waterloo
Cambridge, ON
Added 1 hour ago
Personal Support Worker
Health Sciences North
Sudbury, ON
Added 1 hour ago
Ward Clerk
Health Sciences North
Sudbury, ON
Added 1 hour ago
Personal Support Worker
Health Sciences North
Sudbury, ON
Added 1 hour ago
Unit Clerk - Ambulatory Care
Winnipeg Regional Health Authority
Winnipeg, MB
Added 1 hour ago
Unit Assistant
Winnipeg Regional Health Authority
Winnipeg, MB
Added 1 hour ago
Primary Care Assistant - Minor Injury and Illness Clinic
Winnipeg Regional Health Authority
Winnipeg, MB
Added 1 hour ago
R|
Animal Health Technician - Part-time Occasional
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Part-time
Added 1 hour ago
SI
Concierge
Shannex Incorporated
Mississauga, ON
- Part-time
Added 2 hours ago
BT
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
- Full-time
Added 3 hours ago
Part Time Registered Massage Therapist/RMT
MyoCare Registered Massage Therapy + Wellness
Toronto, ON
Added 3 hours ago
PT
Transport Clerk
Premier Tech Growers and Consumers
Rexton, NB
- Full-time
Added 4 hours ago
AC
Chef De Projet | Project Manager
Aston Carter
Laval, QC
- $38 to $45 CAD / hour
- Contract
Added 5 hours ago
YP
Business Development Manager
Yellow Pages / Pages Jaunes – Canada
Canada
- Full-time
Added 5 hours ago
DO
2 Social Services Clerks, Housing Services
District of Sault Ste. Marie Social Services Administration Board
Sault Ste. Marie, ON
- Full-time
Added 5 hours ago
IH
Switchboard Operator Admitting Clerk
Interior Health Authority
Williams Lake, BC
- Full-time
Added 6 hours ago
RC
Receptionist Scheduler
Retirement Concepts
Maple Ridge, BC
- $28.74 CAD / hour
- Internship
The Receptionist/Scheduler reports to the General Manager and/or designate and is responsible for all
Added 6 hours ago
S
Demand & Content Marketing Lead | Responsable Marketing de la Demande et Contenu
Sadie
Montreal, QC · Saint-Laurent, QC
- Full-time
Added 6 hours ago
VC
Booking Clerk/Secretary (Office Administration - Victoria, BC)
Vancouver Coastal Health
Victoria, BC
- $28.74 CAD / hour
- Part-time
Added 6 hours ago
AT
Senior Administrator
Arrow Transportation Systems Inc.
Fort St. James, BC
- Full-time
Added 6 hours ago
FH
Assistant Spa Manager
Fairmont Hotels & Resorts
Lake Louise, AB
- 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