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Added 11 mins ago
A
Human Resources Associate II
Alorica
Montreal, QC
- Full-time
At Alorica, we only do one thing – make lives better, one interaction at a time. We’re a global leader in customer service and experience, serving the world’s biggest brands with tens of…
Added 11 mins ago
A
Facilities Associate - $23.00/hr
Article
Vancouver, BC
- $23 CAD / hour
- Full-time
Prior customer service experience and/or warehouse experience is an asset - helping people solve their problems is what makes you happy.
Added 12 mins ago
C
Senior Customer Engineer, Digital Native - Vancouver BC
Cloudflare
BC · British Columbia, Canada
- Full-time
Experience: Experience in a customer-facing technical role, such as Solutions Engineering, Customer Engineering, Professional Services, Sales Engineering, Technical Account Management, or…
Added 12 mins ago
RW
Senior Associate Advisor
RBC Wealth Management
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 26 mins ago
BS
Full-Time Sales Associate
Browns Shoes
Ottawa, ON
- Full-time
At Browns Shoes, we’re all about creating exceptional customer experiences filled with style, service, and passion.
Added 26 mins ago
Customer Experience Associate (Precious Metals Analyst)
Canada Gold
Vancouver, BC
We’re looking for a full-time Customer Experience Associate (Precious Metals Analyst) to join our growing team at our Vancouver location (2490 Main Street, Vancouver, BC, V5E 3E2) This is a…
Added 26 mins ago
SI
Retail Print & Services Supervisor
Staples Inc.
Nanaimo, BC
- Full-time
3+ years of prior customer service experience in retail required, with prior supervisory and coaching experience preferred.
Added 26 mins ago
T
Customer Experience Associate
TD
Yorkton, SK
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 26 mins ago
T
PIA Client Service Associate (12M STA)
TD
Whitby, ON
- Full-time
Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard…
Added 26 mins ago
T
Personal Banking Associate
TD
Sault Ste. Marie, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 26 mins ago
T
Customer Experience Associate
TD
Renfrew, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 26 mins ago
T
Personal Banking Associate
TD
Grand Bend, ON
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 26 mins ago
P
Part Time Flex Sales Associate
Pandora
Newmarket, ON
- Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…
Added 41 mins ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
Experience in mutual funds or financial planning (an asset).
Added 41 mins ago
P
Part Time Flex Sales Associate
Pandora
Newmarket, ON
- Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…
Added 41 mins ago
A
Facilities Associate - $23.00/hr
Article
Vancouver, BC
- $23 CAD / hour
- Full-time
Prior customer service experience and/or warehouse experience is an asset - helping people solve their problems is what makes you happy.
Added 56 mins ago
Area Manager II, YYC4
Amazon
Calgary, AB
As an Area Manager I at an Amazon fulfillment center, you'll lead a team of upto 80 associates, driving associate engagement, safety, quality, and productivity in a fast-paced,…
Added 1 hour ago
JI
Technical Analyst, Halifax
J.D. Irving, Limited
Moncton, NB
- Full-time
0-2 years of experience in IT environments (network, systems and end user), ideally in a customer facing technical position
Added 1 hour ago
BS
Full-Time Sales Associate
Browns Shoes
Toronto, ON
- Full-time
At Browns Shoes, we’re all about creating exceptional customer experiences filled with style, service, and passion.
Added 1 hour ago
W
(CAN) Stock Unloader Associate**Part-Time 1:30pm-11:30pm**
Walmart
Vaughan, ON
- Part-time
Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you play a key part in…
Added 1 hour ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Burlington, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 1 hour ago
TH
Tool Rental Sales Associate Part-Time - 7117 Strathcona
The Home Depot
AB
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 1 hour ago
SC
Sales Associate-Print&Services
Staples Canada
Whitby, ON
- Part-time
Deliver exceptional customer service and proactively identify opportunities to enhance customer engagement and satisfaction.
Added 1 hour 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 1 hour ago
S
Food Service Attendant (Full-Time) - Tim Hortons (YYZ)
SSP
Mississauga, ON
- Full-time
SSP Canada operates more than 30 restaurants throughout Toronto Pearson International Airport. The Food Service Associate plays a vital role in delivering excellent customer experiences by…

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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