Find work in Canada.

329,369 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Save this search

Added 14 mins ago
Project Coordinator
Civicon Corporation
Bolton, ON
Full-time
Civicon is seeking an experienced Project Coordinator to support the planning, coordination, and execution of major transit infrastructure projects.
Added 14 mins ago
DS-U26-52 Senior Developmental Service Worker-TAY
Springboard
Toronto, ON
Full-time
…opportunities. Springboard offers a comprehensive benefits package for full time, permanent staff and, for all permanent positions, a savings plan that helps support our people in all…
Added 14 mins ago
Account Consultant (Sales & Marketing) - Guelph
OSL Retail Services
Guelph, ON
Full-time
…who are ready for their next big career move. OSL people are professional, willing to adapt and learn new skills, and are social by nature. Our people are what make OSL an award-winning,…
Added 14 mins ago
LAA-26-62- Executive Assistant
Legal Aid Alberta
AB · Edmonton, AB
Full-time
Legal Aid Alberta is seeking to fill a full-time permanent, Executive Assistant position reporting to the VP, Justice Services and VP, People, Corporate Strategy & Engagement in our…
Added 14 mins ago
Controller – Western Canada (Industrial Processing and Operations)
Lock Search Group
Vancouver, BC · Greater Vancouver, BC
Full-time
…partner, the Controller will provide financial leadership, support regional operations, and deliver actionable insights that drive business performance. This position is a full-time…
Added 16 mins ago
DS-U26-52 Senior Developmental Service Worker-TAY
Springboard
Toronto, ON
Full-time
…opportunities. Springboard offers a comprehensive benefits package for full time, permanent staff and, for all permanent positions, a savings plan that helps support our people in all…
Added 16 mins ago
Retail Associate Seasonal Part Time/Winners - College Park
The TJX Companies, Inc.
Toronto, ON
Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 16 mins ago
Festival and Events Liaison
City of Edmonton
AB
…International Fringe Theatre Festival, as well as, large scale one-time events as they emerge such as World Cup of Hockey or Triathlon Multisports. The liaison may also be involved in the…
Added 16 mins ago
CADX Section Administrator
City of Edmonton
AB
…team to keep leadership priorities, cross-team scheduling, and time sensitive council communications moving seamlessly. In this dynamic role, you will be the central point of contact…
Added 31 mins ago
Occupational Therapist (Full Time) - Extendicare Beauclaire
Extendicare
Axm II - Beauclaire
Full-time
Provides direct Resident care and a safe environment;
Added 31 mins ago
Part-Time Direct Support Professional-Saskatoon Group Living
Karis Disability Services
Saskatoon, SK
Part-time
Direct Support Professional employees build communities that value the contributions of people who experience developmental disabilities. They assist with activities of daily living,…
Added 31 mins ago
Veterinary Client Care Specialist - Calgary, AB
Willow Park Animal Clinic
Calgary, Alberta
Full-time
A consistent full-time schedule that supports work-life balance
Added 45 mins ago
Assistant Vice President, Information Security
First National Financial LP
Toronto, ON · East York, ON
Full-time
…the target operating model is established, while retaining direct escalation access to the CPTO for material cyber incidents or risk…
Added 46 mins ago
Service Manager, Terrace, BC
Velocity Vehicle Group
Terrace, BC
Velocity Truck Centres Canada provides full-service support, including sales, maintenance, parts, collision repair, and financing. Representing top brands like Freightliner, Western Star,…
Added 46 mins ago
Intake/Referrals Coordinator
THOMAS HANNAM MEDICINE PROFESSIONAL CORPORATION
Toronto, ON
Contract
…strives to ensure that its employment practices are free from direct and indirect discrimination and will ensure the full participation and advancement of members of historically…
Added 46 mins ago
Associate, Corporate Development and Private Equity
Forum Asset Management
Toronto, ON
Full-time
Work Schedule: Full-time, in-office (5 days/week)
Added 1 hour ago
Transportation Technologist
LEA Consulting
Markham, ON
Full-time
As a Transportation Technologist, you will support transportation planning and traffic engineering projects through the collection, analysis, and documentation of transportation data. You…
Added 1 hour ago
Program Manager
Goodwill Industries Ontario Great Lakes
Hamilton, ON · Oakville, ON · Burlington, ON
$56,000 to $60,000 CAD / year
Benefits (dental/health) available for full-time and some part-time positions (based on hours worked).
Added 1 hour ago
Service Manager
AutoCanada Inc.
Winnipeg, MB
$120,000 to $150,000 CAD / year
Full-time
…across Canada. Our national network provides opportunities and support to build the career that’s right for you. Working here is fast-paced, non-stop, and a little unpredictable - and we…
Added 1 hour ago
#2242 - Child and Youth Worker | Permanent Part Time
Developmental Disabilities Association
Vancouver, BC
$28.04 to $31.04 CAD / hour
Part-time
Part-time during school days, Temporary full-time hours during school breaks (winter, summer, and spring), and professional development days.
Added 1 hour ago
Administrative Assistant, Professional Practice (Contract)
Engineers and Geoscientists BC
Burnaby, BC
Full-time
The Administrative Assistant, Professional Practice is responsible for providing customer service and administrative support for the Continuing Education and Annual Reporting Programs.…
Added 1 hour ago
Marketing Manager
Zeifmans
Toronto, ON
$90,000 to $120,000 CAD / year
Full-time
Zeifmans is a tax, accounting and consulting firm that understands clients’ needs and the full range of solutions available. We work within the rules to make the rules work for our clients.…
Added 1 hour ago
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
Full-time
…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…
Added 1 hour ago
General Accountant
Albarrie Canada Limited
Barrie, ON
$75,000 to $80,000 CAD / year
Full-time
Employment Type: Permanent | Full-Time | 100% On-site
Added 1 hour ago
Human Resources Specialist
The Talent Company
Mississauga, ON
$80,000 to $88,000 CAD / year
Full-time
…helping the organization attract and hire the talent it needs to support continued growth. At the same time, you’ll contribute to employee relations, compensation, workforce planning,…

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

Report this job