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Added 11 mins ago
H
Specialist
HealthCareersInSask.ca
SK · SK, Canada
- Full-time
…to enable an innovative and positive working climate and a client-centric culture. The Specialist must work cross functionally within the portfolio and across the organization to support…
Added 11 mins ago
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Manager, Digital Health Rural & North
HealthCareersInSask.ca
SK · SK, Canada
- Full-time
…to enable an innovative and positive working climate and a client‐centric culture. The Manager must work cross functionally within the portfolio and across the organization to support…
Added 11 mins ago
H
Specialist
HealthCareersInSask.ca
SK · SK, Canada
- Full-time
…to enable an innovative and positive working climate and a client-centric culture. The Specialist must work cross functionally within the portfolio and across the organization to support…
Added 11 mins ago
Assistant Manager - Guelph / Waterloo / Owen Sound Area (Future Opportunities)
Scotiabank
Hamilton, ON
The ability to build strong relationships focused on providing a great client experience and growing relationships with existing Bank customers
Added 11 mins ago
Senior Mine Specialist
Hatch
Saskatoon, SK
The ideal candidate will combine strong technical mining expertise with consulting, project delivery, and client-facing capabilities. Experience in open pit and/or underground operations,…
Added 11 mins ago
Senior Energy Engineer
GHD Group Pty Ltd
Waterloo, ON
Strong analytical, technical-writing, client-service and project-management skills, with the ability to lead multiple assignments independently and within multidisciplinary teams.
Added 11 mins ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
…challenges you every day, and gives you the chance to shape client success, this role is for…
Added 11 mins ago
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Team Lead - Health Services
Dynacare
Toronto, ON
- Contract
We’re looking for a Team Lead – Health Services to join our team in Peterborough, Ontario. As a Team Lead, you will report into the Regional Manager of Health Services and provide…
Added 11 mins ago
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Category Manager, Raw Materials
Galderma
Baie-D'Urfé, QC
- Full-time
Expérience significative dans les achats directs dans l’industrie (achats de matières premières, emballages ou sous-traitance) dans un environnement international, idéalement dans des…
Added 12 mins ago
M
Salesforce Business Analyst (Financial Services Cloud)
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
The client is looking for a business analyst who acts as the
Added 12 mins ago
VC
Youth Clinician (Masters) - Mental Health & Substance Use, Bella Bella
Vancouver Coastal Health
Bella Bella 1, BC
- $44.85 to $56.02 CAD / hour
- Full-time
Within the context of a client and family centered care model and in accordance with established standards of professional practice, and vision and values of the organization, provides…
Added 12 mins ago
C
Senior Business Analyst
Co-operators
Guelph, ON · Mississauga, ON
- Full-time
As the Senior Business Analyst you will be a subject matter expert and lead the development of stories (requirements), workflows and procedures, business analysis, acceptance testing, and…
Added 12 mins ago
RH
Director of Finance
Robert Half
AB · Alberta, Canada
- Full-time
Our client is seeking an experienced Director of Finance to lead and transform its finance and accounting function across a complex North American organization.
Added 12 mins ago
PG
Director of Account Management
PRI Global
Toronto, ON
- Contract
…ability to identify new business opportunities and manage complex client…
Added 12 mins ago
LU
Nurse Practitioner, Health and Wellness Services
Laurentian University/Université Laurentienne
Sudbury, ON
- Full-time
Laurentian University offers an outstanding life and career experience at the heart of a welcoming community. What’s more, it provides the opportunity to pursue a balanced lifestyle while…
Added 12 mins ago
RH
Corporate Controller
Robert Half
Calgary, AB
- Full-time
Our client is seeking an experienced Corporate Controller to lead the organization’s accounting and financial reporting functions. This is a hands-on leadership opportunity for a CPA who…
Added 12 mins ago
G
Sales Coordinator
GREENTEC
Cambridge, ON
- Full-time
Meeting & Event Logistics: Coordinate scheduling, materials, and logistics for client pitches, annual business reviews, trade shows, and conferences; track post-event lead intake.
Added 12 mins ago
EP
Operations & Administrative Associate
Elby Professional Recruitment
Kitchener, ON
- $50,000 to $59,000 CAD / year
- Full-time
…visibility into the entire recruiting and sales lifecycle - from lead generation and client contract execution to talent onboarding and revenue…
Added 12 mins ago
SS
Accounting Manager
Summit Search Group
Hamilton, ON
- $75,000 to $110,000 CAD / year
- Full-time
About Our Client: Our client is a family-owned insurance brokerage.
Added 12 mins ago
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Graduate Program Canada - M/F
Newrest
Mississauga, ON
- Full-time
You will be involved in various topics such as client relationship management and collaboration with operational teams. Your perseverance, commitment, and expertise will lead you to take on…
Added 12 mins ago
LF
Gerant de la Boutique - Carrefour Laval
Lush Fresh Handmade Cosmetics North America
Montreal, QC
- Full-time
objectifs de vente quotidiens et assurer une expérience client unique et inclusive qui
Added 26 mins ago
SA
Experienced Pre-Owned Sales Representative
Steele Auto Group
Halifax, NS
- Full-time
This is an opportunity to bring your existing automotive sales expertise to a high-traffic dealership, grow your client base, and take your career to the next level.
Added 26 mins ago
IR
Senior Quality Assurance Analyst - Remote/Hybrid (Canada)
Info-Tech Research Group
London, ON · Toronto, ON
- Full-time
Perform and lead various types of testing, including (but not limited to) functional, regression, integration, backend database validation, API, mobile, scalability, cross-browser…
Added 26 mins ago
VE
Ingénieur(e) de projets / Project Engineer
Veolia Environnement SA
Montreal, QC
- Full-time
Lead process studies and develop optimized detailed designs
Added 26 mins ago
A
Senior Mechanical Engineer
AECOM
AB · Edmonton, Alberta
- $120,000 to $160,000 CAD / year
- Full-time
AECOM’s Buildings + Places business line is seeking a Senior Mechanical Engineer to help lead building projects across commercial, institutional, and light industrial facilities, including…

Trowbridge

Associate, Client Experience

Toronto, ON, M5H 1A1, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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