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Added 6 mins ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 6 mins ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 6 mins ago
T
Personal Banking Associate
TD
AB
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 6 mins ago
T
Customer Experience Associate
TD
New Hamburg, ON
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 6 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 6 mins ago
T
Branch Manager – Montreal Downtown (Future Opportunities)
TD
Montreal, QC
- Full-time
…adhering to internal policies, practices, and processes? As Branch Manager, strive for excellence and execute with speed, raising the bar around…
Added 6 mins ago
AL
Laboratory Quality Assurance Specialist - Calgary
AGAT Laboratories
Calgary, AB
- Full-time
Investigation of client complaints and reporting of responses
Added 7 mins ago
B
Senior Relationship Manager, Commercial Banking (Corporate Finance Group)
BMO
Winnipeg, MB
- Full-time
The Senior Relationship Manager (Sales Director, Corporate Finance) manages a commercial lending portfolio and supports the origination of new clients, and coordinates with other products…
Added 7 mins ago
Industrial Security Guard
GardaWorld
Emerson, MB · Winnipeg, Mani
Other duties as assigned by the client, company or Security Manager
Added 12 mins ago
ET
Parts manager - retail
Edmonton Tire & Lube Ltd. O/A New Millenium Edmonton Tire & Lube Ltd.
Edmonton, AB
- From $45 CAD / hour
- Full-time
- On-site
Added 13 mins ago
MB
Kitchen manager
Montana's BBQ and Bar
Prince George, BC
- From $22 CAD / hour
- Full-time
- On-site
Added 20 mins ago
DS
Accounting Specialist
Delbridge Solutions
Toronto, ON
- Full-time
…transactional accounting. Reporting to the Accountant & Operations Manager, this role owns full-cycle bookkeeping with a strong focus on client billing, accounts payable, accounts…
Added 20 mins ago
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Bilingual Account specialist, High Value at Risk (HVAR)
BMO
MB · Manitoba, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 20 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
MB · Manitoba, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 20 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
Quebec, QC
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 20 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
YT · Yukon Territory, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 20 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
BC · British Columbia, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 20 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
AB · Alberta, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 20 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
YT · Yukon Territory, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 20 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
NL · Newfoundland and Labrador, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 20 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
NU · Nunavut, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 20 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
NL · Newfoundland and Labrador, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 20 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
NU · Nunavut, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 20 mins ago
TA
Senior Manager, Corporate Finance/FP&A
Thorek/Scott and Partners
Toronto, ON
- Full-time
Our Client, a successful Canadian commercial financing business, is seeking a Senior Manager, Corporate Finance to join its growing finance function. Reporting to the CFO, the Senior…
Added 20 mins ago
AE
Intermediate Civil Engineer
Associated Engineering
Kelowna, BC
- Full-time
Acting as Project Engineer and/or Project Manager

Trowbridge

Associate, Client Experience

Toronto, ON, M5H 1A1, Canada

Full-time

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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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