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Added 5 hours ago
Proposals & Contracts Coordinator
Banook
Montreal, QC
Full-time
We are looking for a Contract & Proposal Coordinator to support our Business Development and Operations teams. Reporting to the Contracts & Proposals Manager, you will contribute to…
Added 5 hours ago
Outreach Caseworker(Casual)
The Salvation Army in Canada
Saskatoon, SK
Part-time
…clients and assists and works in partnership with the property management company. The Caseworker is part of the Case Management Team for Crossroads Residential…
Added 5 hours ago
Customer Success Coordinator
MSALABS
Quebec, QC
Full-time
…greenfields exploration through to mine closure, including laboratory management, onsite services, and sample…
Added 6 hours ago
Outreach Caseworker(Casual)
The Salvation Army Canada and Bermuda Territory
Saskatoon, SK · Crossroads Residential Services
Part-time
…clients and assists and works in partnership with the property management company. The Caseworker is part of the Case Management Team for Crossroads Residential…
Added 6 hours ago
Security Guard - Bilingual - Customer Service Representative - Casual
Allied Universal
Vancouver, BC
$20 CAD / hour
Full-time
The successful candidate will provide security services including access control, visitor management, identification and badge administration, security monitoring, patrols, incident…
Added 7 hours ago
Administration Assistant/Reception
Cycle CPA
Campbell River, BC
Full-time
Assist with document collection and follow-up requests to ensure files remain complete and on schedule
Added 7 hours ago
Clinical Research Coordinator - Regulatory
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Under the supervision of Dr. Lucy Gilbert, the clinical research coordinator is responsible to conduct clinic interventions following protocols, procedures and internal SOPs.
Added 7 hours ago
Clinical Research Coordinator – Endometriosis Research Program
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Contract
…incumbent is responsible for the scientific and operational management of the program’s portfolio of studies, from ethics submission and study registration through recruitment, data…
Added 7 hours ago
Clinical Research Coordinator – Nurse - CIM - Phase 1 Oncology
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Under the supervision of the Manager of Oncology Research, Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the successful…
Added 7 hours ago
Clinical Research Coordinator - Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Contract
…Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the successful conduct of clinical research studies. The incumbent will…
Added 7 hours ago
Clinical Research Coordinator and Genetic Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Managing recruitment into the MOHCCN project, including participant selection, clinical data review and management, and tissue sample coordination with research laboratory team.
Added 7 hours ago
Clinical Research Coordinator - Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
…and more specifically ulcerative colitis and Crohn’s disease. Document and data management is a really essential part of this position. The incumbent will work closely with research team,…
Added 7 hours ago
Clinical Research Coordinator – Ethics & Regulatory Affairs
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
…HIV, HBV, HCV, STIs, and liver diseases. The Clinical Research Coordinator – Ethics & Regulatory Affairs will complete the below listed tasks at the Chronic Viral Illness Service of the…
Added 7 hours ago
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Under the supervision of Dr. Lucy Gilbert, the clinical research coordinator is responsible to conduct clinic interventions following protocols, procedures and internal SOPs.
Added 7 hours ago
Health Information Systems Specialist
Region of Waterloo
Waterloo, ON
Leads and participates in working groups to map and document business process and design or revise processes and procedures to support new/modified systems. Implements new practices and…
Added 8 hours ago
Data Management Assistant
Hamilton Health Sciences
Hamilton, ON
Full-time
Collaborate with the Research Coordinator, Research Assistant and or Principal Investigator to coordinate the design and · implementation of the study data management database(s), including…
Added 9 hours ago
Research Coordinator, Department of Medicine
University of Calgary
Calgary, AB
Full-time
The Department of Medicine in the Cumming School of Medicine invites applications for a Research Coordinator. This Fixed Term Full-time position is for approximately 12 months (based on…
Added 9 hours ago
Accounts Payable Coordinator
PTW Energy Services
Calgary, AB
Full-time
Document processes and help ensure consistent AP procedures are followed
Added 11 hours ago
Clinical Research Coordinator – Ethics & Regulatory Affairs
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
…HIV, HBV, HCV, STIs, and liver diseases. The Clinical Research Coordinator – Ethics & Regulatory Affairs will complete the below listed tasks at the Chronic Viral Illness Service of the…
Added 11 hours ago
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Under the supervision of Dr. Lucy Gilbert, the clinical research coordinator is responsible to conduct clinic interventions following protocols, procedures and internal SOPs.
Added 11 hours ago
Clinical Research Coordinator - Regulatory
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Under the supervision of Dr. Lucy Gilbert, the clinical research coordinator is responsible to conduct clinic interventions following protocols, procedures and internal SOPs.
Added 11 hours ago
Clinical Research Coordinator and Genetic Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Managing recruitment into the MOHCCN project, including participant selection, clinical data review and management, and tissue sample coordination with research laboratory team.
Added 11 hours ago
Clinical Research Coordinator – Nurse - CIM - Phase 1 Oncology
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Under the supervision of the Manager of Oncology Research, Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the successful…
Added 11 hours ago
Clinical Research Coordinator - Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Contract
…Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the successful conduct of clinical research studies. The incumbent will…
Added 11 hours ago
Coordonnateur(trice), Affaires médicales
Inizio Engage
Pointe-Claire, QC · Montreal, QC · Brossard, QC · Laval, QC · Boucherville, QC
Full-time
The Medical Affairs Coordinator provides administrative, operational, and project coordination support to the Medical Affairs team. This role plays a critical part in ensuring the…

Baker Tilly Canada

Client Service & Intake Administrator

Iqaluit, NU, Canada

Job type: Full-time
Apply by: Oct 21, 2026
Posting language: English
Posted: Sep 21, 2026

Apply About employer

Applications open in a new tab.

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 [email protected].

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

The Client Service & Intake Administrator serves as the primary point of contact for tax clients, managing the intake, organization, and tracking of tax documentation. This role ensures that client files are complete and accurately processed while maintaining high standards of service and confidentiality.

Requirements

Candidates should possess strong organizational and communication skills with proficiency in Microsoft Office and electronic filing systems. Previous experience in administrative, reception, bookkeeping, or tax office environments is considered an asset.

Skills

Customer service
Communication
Organization
Attention to detail
Microsoft Office
Electronic filing
Data entry
Administrative support
Reception
Bookkeeping
Tax office operations
Document management
Workflow tracking
Confidentiality

Visa sponsorship

Not detected in the job text

Keywords

Client Service
Intake Administrator
Tax Season
Tax Preparation
Document Management
Workflow Status
Confidentiality
Administrative Support
Reception
Bookkeeping
Microsoft Office
Electronic Filing
Data Tracking
Client Communication
Accounting

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