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Added 56 mins ago
CA
Express Lube Technician - Crown Toyota
Crown Auto Group
Winnipeg, MB
- Full-time
Access to Perkopolis. (Canada’s leading corporate concierge discount service
Added 56 mins ago
TM
Manager, Business Innovation
Toyota Motor Corporation
Kamloops, BC · Toyota Canada Inc - Head Office
- Full-time
Ensure resources and Business Innovation funds are deployed effectively and in accordance with corporate policies and approved governance.
Added 1 hour ago
CG
Associate, Financial Planning
Canaccord Genuity Group Inc.
Edmonton, AB
- Full-time
…by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent…
Added 1 hour ago
SC
Principal Data Engineer
Sleep Country
Brampton, ON
- Full-time
Why members of our Corporate team love working at Sleep Country Canada/Dormez-vous?:
Added 1 hour ago
Customer Experience Associate - Montgomery Place (30 hours/week) (15 month contract)
Scotiabank
London, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
Customer Experience Associate - Corner Brook Plaza, Newfoundland (18.75 Hours/ Week)
Scotiabank
Corner Brook, NL
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
TT
Associé / Associée de Magasin de Détail Temps Partiel Winners - Des Galeries D'Anjou
The TJX Companies, Inc.
Montreal, QC
- Part-time
Added 1 hour ago
T
Associate, Client Experience
Trowbridge
Toronto, ON
- Full-time
Assemble Tax Returns-Compile Canadian Personal, Corporate, and US Personal Returns (electronically & paper- depending on department), ensuring all forms and schedules are included and…
Added 1 hour ago
Associate, Strategic Finance
Peak Power Inc
Toronto, ON
This Associate, Strategic Finance role will report to the VP, Strategic Finance. This high-visibility role requires interfacing with internal teams, our developer, and financing partners…
Added 2 hours ago
R&
L&D Designer/Developer IV
Robertson & Company Ltd.
Toronto, ON
- Contract
…operations across most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 2 hours ago
B
Software Engineer I
Beanfield
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
Certified Associate in Python Programming (PCAP) or similar
Added 2 hours ago
Associate Director, Portfolio Governance and Value Realization
Canadian Blood Services
Ottawa, ON · Toronto, ON
As the Associate Director, Portfolio Governance and Value Realization, you will lead value realization and benefits tracking activities aligned with corporate strategy, corporate funding…
Added 2 hours ago
TT
Retail Store Associate Part time Seasonal - HomeSense - Viewmount
The TJX Companies, Inc.
Ottawa, 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 3 hours ago
TT
Associé/associée à temps partiel Marshall Homesense Duplessis
The TJX Companies, Inc.
Quebec, QC
- 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 8 hours ago
TT
Retail Customer Service Coordinator Winners Full-Time - Orchard Plaza Shopping Centre
The TJX Companies, Inc.
Kelowna, BC
- Full-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 8 hours ago
TC
Assistant Store Manager Winners Swift Current
TJX Canada – Winners, Marshalls, HomeSense
Swift Current, SK
- $48,592.5 to $68,029.5 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 9 hours ago
TC
Retail Sales associate Full Time Marshalls Baron Centre
TJX Canada – Winners, Marshalls, HomeSense
Kelowna, BC
- Full-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 9 hours ago
MC
Communications Coordinator (12-month contract)/Coordonnateur ou coordonnatrice des communications (contrat 12 mois)
Make-A-Wish Canada
Halifax, NS
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 9 hours ago
TC
Retail Store associate part time Marshalls Baron Centre
TJX Canada – Winners, Marshalls, HomeSense
Kelowna, BC
- 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 9 hours ago
MC
Manager, Revenue Accounting & Reporting
Make-A-Wish Canada
Pickering, ON
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 9 hours ago
MC
Bilingual Donor Care Representative (12-month contract)
Make-A-Wish Canada
Calgary, AB
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 9 hours ago
TC
Retail Store Coordinator - Full Time
TJX Canada – Winners, Marshalls, HomeSense
Abbotsford, BC
- Full-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 9 hours ago
MS
Onboarding Data Architect, AVP
Morgan Stanley
Calgary, AB
- Full-time
…employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement…
Added 10 hours ago
LC
Store Administrator, Hourly Part Time Day
Loblaw Companies Limited
Victoria, BC
- 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
R|
Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time

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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