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Added 8 mins ago
T
District Vice President, New Brunswick
TD
Moncton, NB
- Full-time
…long-lasting relationships with our customers. By understanding client needs and providing personalized financial products and services, our purpose is to help our customers achieve their…
Added 8 mins ago
T
Engineering Manager, Workday Integrations & Platform
TD
Toronto, ON
- Full-time
The Engineering Manager, Workday Integrations & Platform provides people, technical and delivery leadership for a multidisciplinary team responsible for Workday integrations and platform…
Added 8 mins ago
T
Account Manager II
TD
Barrie, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…
Added 8 mins ago
B
Portfolio Manager
BMO
Waterloo, ON · MARS
- Full-time
Are you passionate about building strong client relationships, delivering strategic financial solutions, and driving business growth? Join our team as a Portfolio Manager, Treasury &…
Added 8 mins ago
B
Personal Banking Associate
BMO
Victoria, BC
- Full-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 8 mins ago
S
Fire Investigator
Sedgwick
Winnipeg, MB · CAN-Winnipeg
- Full-time
EFI Global is a full-service engineering, fire investigation, environmental, health and safety, and specialty consulting services firm serving a variety of industries in both the public and…
Added 8 mins ago
AW
Privacy Operations Specialist
Aviso Wealth
Remote, Canada
- $100,000 to $110,000 CAD / year
- Full-time
- Remote
We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and…
Added 8 mins ago
AW
Privacy Operations Specialist
Aviso Wealth
Remote, Canada
- $100,000 to $110,000 CAD / year
- Full-time
- Remote
We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and…
Added 9 mins ago
SM
RQ11255 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11255
Added 9 mins ago
SM
RQ11309 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11309
Added 9 mins ago
SM
RQ11606 – Product Manager – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11606
Added 9 mins ago
A
Privacy Operations Specialist
Aviso
Toronto, ON
- $100,000 to $110,000 CAD / year
- Full-time
We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and…
Added 9 mins ago
S
Delivery Manager (Banking/IT Service Domain)
Synechron
Mississauga, ON
- $140,000 to $170,000 CAD / year
- Full-time
We are looking for an experienced Delivery Manager to lead the successful delivery of technology programs and client engagements within the Banking & Financial Services domain. The role…
Added 9 mins ago
SM
GOAPRDJP000001053 – Shipping & Inventory Coordinator
S M Software Solutions Inc
AB · Edmonton, AB
- Internship
Client: Government of Alberta – GOAPRDJP000001053
Added 9 mins ago
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Property Manager
CBRE
Toronto, ON
- Full-time
As a CBRE Property Manager, you will be responsible for supervising the team responsible for all operational and financial activities of a single property or small portfolio of properties.
Added 9 mins ago
RH
Executive Assistant (with Office Operations)
Robert Half
Calgary, AB
- Full-time
…calendar, travel, meetings, confidential correspondence, and client-facing activities, while ensuring a polished, professional experience for internal stakeholders and visitors. The ideal…
Added 24 mins ago
CF
Personal Trainer
Crunch Fitness Canada
ON · Waterdown, ON
- $25 to $40 CAD / hour
- Full-time
Inclusive Company Culture: Refer-a-friend incentives, free uniforms, manager-of-the-month perks, seminars, conferences, and team-building events (including lunches, dinners, and workouts),…
Added 24 mins ago
R
Assistant Branch Manager Intern, Bloor & Yonge Branch
RBC
Toronto, ON
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 24 mins ago
R
Assistant Branch Manager Intern, Bloor & Yonge Branch
RBC
Toronto, ON
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 24 mins ago
R
Branch Manager, Dundas & Parliament Branch
RBC
Toronto, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 25 mins ago
A
Cleaning service manager
A.Q.A.
Calgary, AB
- From $37.5 CAD / hour
- Full-time
- On-site
Added 25 mins ago
ST
Restaurant manager
Sushi Topia
Surrey, BC
- $35 to $37 CAD / hour
- Full-time
- On-site
Added 30 mins ago
TR
Junior baker
Twin Roots & WaCu Productions
Ignace, ON
- $19 to $22 CAD / hour
- Part-time
- On-site
Restaurant, culinary and catering management/manager
Added 39 mins ago
Business Development Manager
Questrade Financial Group
QC
…attribués et d’atteindre les buts et objectifs fixés à l’appui du service de Souscription et finalisation…
Added 39 mins ago
Child and Youth Worker - HOPE
360°kids
Markham, ON
With the Team Lead and Manager of HOPE support, create, and implement approved strategies and plans that will result in the achievement of the program’s goals and objectives.

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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