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Added 9 mins ago
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Talent Acquisition Advisor
BRP
Valcourt, QC
- Full-time
Perform phone screens, shortlists of candidates, conduct and lead the interview process, manage debriefs discussions and offer processes. (having those 1 on 1 conversations are still the…
Added 9 mins ago
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Talent Acquisition Advisor
BRP
Sherbrooke, QC
- Full-time
Perform phone screens, shortlists of candidates, conduct and lead the interview process, manage debriefs discussions and offer processes. (having those 1 on 1 conversations are still the…
Added 9 mins ago
MC
Gestionnaire de marque, Cardiovasculaire / Brand Manager, Cardiovascular
Merck Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Expérience dans le domaine du cholestérol, des maladies cardiovasculaires ou d’un secteur thérapeutique connexe considérée comme un atout.
Added 9 mins ago
S
Business Development Representative - SMB
Solink
Ottawa, ON
- $68,500 to $85,000 CAD / year
- Full-time
…and outbound leads, ensuring they align with Solink's ideal customer profile before handing off to Account…
Added 9 mins ago
MC
Gestionnaire de marque, Cardiovasculaire / Brand Manager, Cardiovascular
Merck Canada
Kirkland, QC
- Full-time
Expérience dans le domaine du cholestérol, des maladies cardiovasculaires ou d’un secteur thérapeutique connexe considérée comme un atout.
Added 9 mins ago
IP
Operations Supervisor
InterPro Pipe + Steel
Winnipeg, MB
- Full-time
1-3 years of leadership roles (military, lead hand, supervisor or management experience)
Added 9 mins ago
LC
PCX Department Manager Part Time Day
Loblaw Companies Limited
Calgary, AB
- Part-time
- Lead, coach and motivate colleagues to achieve success and foster colleague growth
Added 9 mins ago
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Software Engineering LMTS
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword - it’s a way of life.…
Added 9 mins ago
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Senior Relationship Manager, Commercial Financial Services - Diversified Asian Markets
RBC
Richmond Hill, ON
- Full-time
…needs. This is a senior role in which your highly-developed experience with financial analysis, credit, and client acquisition takes center stage. Your finely honed solution-development…
Added 9 mins ago
CI
Supervisor (Part Time)
Carters Inc.
Belleville, ON
- Part-time
Consistently model service standards and omni-channel experience while coaching others to success
Added 9 mins ago
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Stagiaire - Génie Industriel/Manufacturier et Amélioration Continue / Industrial/Manufacturing Engineering and Continuous Improvement Intern
CAE
Montreal, QC
- Full-time
…l’équipe de Génie Industriel/Manufacturier. Ce stage offre une expérience pratique pour favoriser l’amélioration continue et contribuer à des initiatives stratégiques ayant un impact réel à…
Added 9 mins ago
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Director, Sales
veritree
Remote, Canada
- $200,000 to $300,000 CAD / year
- Full-time
- Remote
…forecast is real. Partner with Marketing on pipeline sources and lead handoff, and with Customer Success on clear rules for…
Added 9 mins ago
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Director, Sales
veritree
Vancouver, BC
- $200,000 to $300,000 CAD / year
- Full-time
…forecast is real. Partner with Marketing on pipeline sources and lead handoff, and with Customer Success on clear rules for…
Added 9 mins ago
MR
Academic Advisor
Mount Royal University
Calgary, AB
- Part-time
…is delivered in partnership with academic departments, and success in this role requires strong, trust-based relationships with Deans, Associate Deans, Chairs, and other Faculty leaders.…
Added 9 mins ago
MR
Director, Facilities Operations
Mount Royal University
Calgary, AB
- Full-time
…staff. Our team of professionals are dedicated to providing customer service excellence. Our staff respond to daily service requests and emergency / priority situations as…
Added 24 mins ago
MC
Senior Manager, Operational Excellence
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
…in efficiency, productivity, capacity, quality and employee experience through process redesign, Lean and Six Sigma practices, intelligent automation, artificial intelligence (AI), robotic…
Added 24 mins ago
MC
Senior Manager, Member Relations & NPS
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
…with actionable Member feedback to strengthen trust, improve experience and reduce operational and reputational…
Added 24 mins ago
S
Facility Operator
SECURE
Drayton Valley, AB
- Other
The team at our Drayton Valley Facility takes pride in operating safely, delivering exceptional customer service, and supporting the day-to-day operational needs of the business. This…
Added 24 mins ago
GD
GARAGE - Team Leader FT - Masonville Place
Groupe Dynamite, Inc Garage
London, ON
- Part-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 39 mins ago
Manager, Partner Engagement
Human Resources
Toronto, ON
…combined with our culture of challenge and change, enables us to lead in today’s dynamic…
Added 39 mins ago
Loyalty & Guest Feedback Coordinator
Northland Properties
Vancouver, BC
Success in this position requires strong analytical skills, organizational ability, and attention to detail, as well as excellent communication and multitasking capabilities. The successful…
Added 39 mins ago
BG
Gestionnaire du service – Équipement lourd – Construction et foresterie | Service Manager - Heavy Equipment - Construction & Forestry (Val d Or)
Brandt Group of Companies
Val-d'Or, QC
- Full-time
5 à 7 années d'expérience progressive combinée dans le service, la gestion et les affaires.
Added 39 mins ago
UO
Design Engineer
University of Alberta
Edmonton, AB
- Full-time
4+ years of relevant mechanical engineering design experience (i.e. designing customer components, design for manufacturing, rapid prototyping, material testing, and quality management).
Added 39 mins ago
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Entry Level Technology Development Program - Summer Analyst - Canada - NAELFY27
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC · Regina, SK
- Full-time
Demonstrated communications skills in past work or leadership experience (internships, part-time jobs, project lead roles, leadership roles on campus)
Added 39 mins ago
A
Entry Level Advisory Development Program - Summer Analyst - Canada - NAELFY27
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
Demonstrated communications skills via past work or leadership experience (internships, part-time jobs, project lead roles, leadership roles on campus)

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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