Find work in Canada.

326,638 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 10 hours ago
Coordinator, Business Operations
Toronto Rock Lacrosse Club
Oakville, ON
Full-time
HOURS OF WORK: Full-Time, 9:00 AM – 5:00 PM Monday to Friday and some weekends as required
Added 11 hours ago
Semester 1 LTO - 1 Period Senior Math
Simcoe County District School Board
Barrie, ON
Full-time
Guided by the principles of dignity, individualization and inclusion, the Simcoe County District School Board (SCDSB) is committed to creating an equitable and inclusive environment that…
Added 11 hours ago
Semester 1 LTO - 2 Periods I/S Family Studies
Simcoe County District School Board
Barrie, ON
Full-time
Guided by the principles of dignity, individualization and inclusion, the Simcoe County District School Board (SCDSB) is committed to creating an equitable and inclusive environment that…
Added 11 hours ago
Semester 1 LTO - 1 Period Gr. 9/10 Hospitality & Tourism
Simcoe County District School Board
Barrie, ON
Full-time
Guided by the principles of dignity, individualization and inclusion, the Simcoe County District School Board (SCDSB) is committed to creating an equitable and inclusive environment that…
Added 15 hours ago
Team Secretary
Cheswold Park Hospital
Halifax, NS
Contract
The applicant will be required to work as part of a very busy secretarial team providing administrative and secretarial support to the medics in the Core Service Team. This is a full time…
Added 15 hours ago
Team Secretary
Cheswold Park Hospital
Halifax, NS
Contract
The applicant will be required to work as part of a very busy secretarial team providing administrative and secretarial support to the medics in the Core Service Team. This is a full time…
Added 16 hours ago
Administrative Assistant Full-time
First Nations University of Canada
Regina, SK
Full-time
SaskEnergy is seeking a qualified and motivated individual to join our team. The Administrative Assistant provides general office support for the department by performing a variety of…
Added 21 hours ago
Receptionist
Covenant Health Canada
AB · Edmonton, AB
Full-time
Reporting to the Chief of Staff, Director of Executive Services and receiving functional direction from the Executive Coordinator, and in keeping with Covenant Health’s Mission and Values,…
Added 1 day ago
Administrative Assistant
SaskEnergy
Regina, SK
Full-time
SaskEnergy is seeking a qualified and motivated individual to join our team. The Administrative Assistant provides general office support for the department by performing a variety of…
Added 1 day ago
Executive Assistant / Office Coordinator
VS Group
North Bay, ON
Full-time
This is a diverse and important role that combines executive support, office coordination, administration, research, client service, and project support.
Added 1 day ago
Facilities and Building Services Clerk (Part-time)
The University of British Columbia
Vancouver, BC
$30.14 to $31.68 CAD / hour
Part-time
Under general supervision of Facilities and Building Services Admin Supervisor, the Facilities and Building Services Clerk position will provide reception and administrative support for the…
Added 1 day ago
Veterinary Reception, Client Care, Burlington Animal Hospital
VCA Animal Hospitals
Burlington, ON
Full-time
At Burlington Animal Hospital, we welcome a Veterinary Reception, Client Service Representative to join our team full-time in Burlington, Ontario. This is an exciting opportunity for an…
Added 1 day ago
Facilities and Building Services Clerk (Part-time)
University of British Columbia
Vancouver, BC
$30.14 to $31.68 CAD / hour
Part-time
Under general supervision of Facilities and Building Services Admin Supervisor, the Facilities and Building Services Clerk position will provide reception and administrative support for the…
Added 1 day ago
Project Manager Assistant
BELFOR CANADA INC.
Edmonton, AB
$22 to $25 CAD / hour
Full-time
Coordinate mitigation/restoration work with in-house staff and sub-trades
Added 1 day ago
Receptionist (18-month fixed term contract)
Arrowhead Programs
Langley (District), BC · City of Langley, BC
Full-time
This position is based in-office 5 days per week as part of a small core group of full-time in-office staff.**
Added 1 day ago
Learner Experience Guide
Robertson College
Edmonton, AB
Full-time
Fulfill full-time on-campus reception duties as follows:
Added 1 day ago
Clinic Manager – Thornhill, Ontario
MedSleep
Vaughan, ON
Full-time
Oversee daily clinic operations – reception, doctor's schedules, and sleep study booking – ensuring smooth patient flow and a high-quality experience at every touchpoint
Added 1 day ago
Clinic Manager – Etobicoke, Ontario
MedSleep
Toronto, ON · Etobicoke, ON
Full-time
Oversee daily clinic operations – reception, doctor's schedules, and sleep study booking – ensuring smooth patient flow and a high-quality experience at every touchpoint
Added 1 day ago
Clinic Manager
MedSleep
Toronto, ON · Etobicoke, ON
Full-time
Oversee daily clinic operations – reception, doctor's schedules, and sleep study booking – ensuring smooth patient flow and a high-quality experience at every touchpoint
Added 1 day ago
Clinic Manager
MedSleep
Markham, ON
Full-time
Oversee daily clinic operations – reception, doctor's schedules, and sleep study booking – ensuring smooth patient flow and a high-quality experience at every touchpoint
Added 1 day ago
Clinic Manager
MedSleep
Ottawa, ON
Full-time
Oversee daily clinic operations – reception, doctor's schedules, and sleep study booking – ensuring smooth patient flow and a high-quality experience at every touchpoint
Added 1 day ago
Clinic Manager
MedSleep
Perth, ON
Full-time
Oversee daily clinic operations – reception, doctor's schedules, and sleep study booking – ensuring smooth patient flow and a high-quality experience at every touchpoint
Added 1 day ago
Junior Executive Administrative Assistant
AccessHR
Calgary, AB
Full-time
Team and Office Support: Respond to requests from leaders and colleagues, track commitments, and help coordinate office activities as well as staff and client events.
Added 1 day ago
Timekeeper/Office Clerk- Port Moody, Casual
Fraser Health
BC · Tri-Cities / Coquitlam / Port Coquitlam / Port Moody, British Columbia
This role provides essential administrative and clerical support in a dynamic, client‑focused environment. The Timekeeper/Office Clerk plays a key role in supporting day‑to‑day operations…
Added 1 day ago
Semester 1 LTO - 2 Periods Senior English (First Nation, Metis & Inuit)
Simcoe County District School Board
Innisfil, ON
Full-time
Guided by the principles of dignity, individualization and inclusion, the Simcoe County District School Board (SCDSB) is committed to creating an equitable and inclusive environment that…

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 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

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

Report this job