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Added 7 mins ago
Associate (Graduate) Developer
Thoughtworks
Toronto, ON
At Thoughtworks, we use AI tools to support our recruitment team with administrative tasks such as drafting communications, scheduling interviews and writing job descriptions.
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 1 hour ago
NB
Associate
National Bank of Canada
Winnipeg, MB
- Temporary
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 1 hour ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 1 hour ago
AH
Administrative Support IV
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
Join the Clinical Trials Unit (CTU) at the forefront of cancer research and treatment. This position provides senior administrative, reception, and secretarial support to the CTU Medical…
Added 1 hour ago
AH
Administrative Support IV
Alberta Health Services
Red Deer, AB
- Temporary
As an Administrative Support IV, you will require advanced administrative or specialized skills and knowledge to support complex procedures, practices and initiatives within a department or…
Added 1 hour ago
AH
Administrative Support IV
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
As an Administrative Support IV, you will require advanced administrative or specialized skills and knowledge to support complex procedures, practices and initiatives within a department or…
Added 4 hours ago
HM
Cardiac Surgery
Health Match BC
New Westminster, BC
- Full-time
The Division of Cardiac Surgery is seeking a full-time Clinical Associate with excellent clinical skills to work collaboratively with the attending cardiac surgeons, consultant physicians,…
Added 5 hours ago
SD
Pharmacy Assistant, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Cambridge, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 6 hours ago
EI
Warehouse Associate - Contract
Ecolab Inc.
Calgary, AB
- Full-time
The Warehouse Inventory Associate is responsible for performing warehouse operations tasks involving the staging, storing, picking, distributing, receiving, and shipping of materials.
Added 6 hours ago
WL
Warehouse Shipping / Receiving
W. L. Gore & Associates
Toronto, ON
- $28 to $35 CAD / hour
- Full-time
We are looking for a motivated, dependable, and detail-oriented warehouse operations Associate to support W.L. Gore and Associates' Canadian medical device warehouse operations. In this…
Added 7 hours ago
LC
Pharmacy Assistant, Hourly Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 8 hours ago
RB
Equipment Finance Associate
Royal Bank of Canada
Burlington, ON
- Full-time
The Equipment Finance Associate plays a key national middle office role in mitigating credit, client, reputational and operational risks related to simple and complex leasing processes,…
Added 8 hours ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 9 hours ago
SD
Store Administrator, Hourly Part Time Day
Shoppers Drug Mart
Leduc, AB
- Part-time
Identify any discrepancies between invoice cost and purchase order amounts and action the discrepancies above the prescribed threshold with Associate, FSM and/or vendor.
Added 10 hours ago
TC
Payroll Coordinator
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $52,230 to $73,122 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 10 hours ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Calgary, AB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 10 hours ago
SD
Pharmacy Assistant, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Perth, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 12 hours ago
FR
Building Manager
FirstService Residential Canada
Vancouver, BC
- Part-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 12 hours ago
PC
Temporary Store Warehouse Associate - Part-Time
PVH Corp.
Delta, BC
- Part-time
…are based on what PVH reasonably believes that it will pay an associate for their base salary for said position at the time of the posting. Individual compensation will ultimately be…
Added 12 hours ago
N3
Warehouse Associate - Weekend Shift
NRI 3PL
Surrey, BC
- Full-time
Added 12 hours ago
UO
Lead, Program Partnerships & Projects, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Reporting to the Manager, Administrative Operations, the Lead, Program Partnerships & Projects is a key member of the Office of the Associate Vice-President (Continuing Education) team and…
Added 12 hours ago
3
Account Receivables Associate
3aa31955-ee83-4242-9d3c-8825517baf90
Mississauga, ON
- $47,000 to $52,000 CAD / year
- Contract
…to play different. We are looking for an Accounts Receivable Associate to join our ever-expanding team in Mississauga for a 6-month contract. This contract has a strong possibility to…
Added 12 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein jour Embauche feu vert
Shoppers Drug Mart
Mascouche, QC
- Full-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 12 hours ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Calgary, AB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…

Trowbridge

Associate, Client Experience

Toronto, ON, M5H 1A1, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Posting language: English
Posted: Oct 28, 2026

Original job description

Key Responsibilities

TAX Administration Duties

Prepare and Organize Working Paper Files-Collect, categorize, sort and bookmark necessary tax documentation for easy reference and ensure completeness.

Assemble Tax Returns-Compile Canadian Personal, Corporate, and US Personal Returns (electronically & paper- depending on department), ensuring all forms and schedules are included and accurate.

Prepare CRA Documents: Draft, review, and track submissions to the Canadian Revenue Agency (CRA), ensuring compliance with requirements and deadlines.

Contact Government Agencies: Communicate with the CRA/IRS for filing extensions, information verification, and payment adjustments/allocations.

Client Experience (External) Duties

Monitor Client Experience Outlook Account (External requests)- In the absence of a senior associate check and respond to emails, flagging and prioritizing urgent requests. Identify and forward client tax technical related questions to the appropriate tax manager and ensure timely follow-up and resolution.

Client Follow-ups and Communications-Upon request by a senior associate, send follow up email requests to the clients for outstanding tax documents, checklists, signed forms or confirmation receipts.

Client Portal Navigation and Client Responses-Guide clients in using the portal, including uploading/downloading information and resolving access issues. Address and resolve client problems or forward them to the appropriate person for resolution.

Preparation of Client Engagement Letters- When requested assist with the preparation, creation of Value Pricing tables and engagement letters and assisting with delivery of engagement letter to client via email.

Client Support (Internal) Duties

Monitor Client Support Outlook Account (internal requests)-Monitor and action internal requests from tax team. Includes engagement letter creation, tax task creation, lead creation, and other various requests.

Client Portal Downloads- Downloading client documents to appropriate client folders and moving tax tasks in project management system where appropriate and notifying tax manager.

Setup New Clients and Maintain Client Database- Enter new client information into the database and create initial tasks and assignments. As required update client information upon request and verify accuracy.

Incoming - Outgoing Mail/Shipments and Document Management-Handle all incoming mail and shipments into the office, including organizing, scanning and distribution to the correct document management system, using proper file naming conventions (where applicable). Prepare and mail tax/accounting packages via Canada Post, and/or courier, while also ensuring proper documentation and tracking in the project management system.

Serve as Backup Receptionist and Check Voicemail- Answer phones and greet clients in the absence of the primary receptionist, performing basic reception duties. Check Voicemail messages in the CS inbox and distribute.

Perform Other Duties as Assigned

Support team initiatives and special projects as assigned.

Adapt to changing priorities and contribute to the overall success of the team.

Core Competencies

Organizational & Time Management
Collaboration & Teamwork
Communication Skills
Client Service Excellence
Adaptability & Problem Solving
Professionalism & Integrity
Attention to Detail

Qualifications & Experience

Education

Bachelor's degree or community college diploma in Business Administration, Project Management, or equivalent preferred.

Experience

1-3 years of experience in customer service within an accounting or professional service firm preferred.

Technology/ Computer Skills

Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.

Experience with tax preparation software such as CCH Axcess Tax or CCH iFirm
TaxPrep is considered an asset.

Demonstrated ability and willingness to learn new technologies and software applications.

Working Conditions

Occasional work outside standard business hours may be required during peak periods and filing deadlines.

Must comply with the organization's office attendance requirement policy, including role-specific expectations regarding in-office presence and scheduled workdays.

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More about this job

Responsibilities

The associate will manage tax administration duties, including preparing working paper files and assembling tax returns for the CRA. Additionally, they will provide client support by monitoring inquiries, managing client portals, and assisting with engagement letters.

Requirements

Candidates should possess a bachelor's degree or diploma in Business Administration or Project Management. Proficiency in Microsoft Office and 1-3 years of customer service experience in an accounting or professional firm is preferred.

Skills

Tax Administration
Client Service
Microsoft Office Suite
Data Entry
Document Management
Communication Skills
Time Management
Problem Solving
Attention To Detail
Tax Preparation Software
CRA Compliance
Project Management
Administrative Support
Client Portal Navigation
Professionalism

Visa sponsorship

Not detected in the job text

Keywords

Tax Administration
CRA
IRS
Tax Returns
Client Experience
Microsoft Office
Excel
Word
Outlook
PowerPoint
CCH Axcess Tax
CCH iFirm TaxPrep
Document Management
Project Management
Customer Service
Accounting
Engagement Letters
Data Entry
Client Database
Administrative Duties

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