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Added 9 mins ago
T
District Vice President, New Brunswick
TD
Moncton, NB
- Full-time
…to ensure that TD is growing market share and improving the customer experience at every turn. This DVP will be an important member and contributor to the regional leadership…
Added 9 mins ago
T
Engineering Manager, Workday Integrations & Platform
TD
Toronto, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 9 mins ago
T
Account Manager II
TD
Barrie, ON
- Full-time
The role is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is accountable for expanding its…
Added 9 mins ago
J&
Medical Director, Medical Excellence & Operations
Johnson & Johnson Innovative Medicine
Toronto, ON
- Full-time
Lead the analytics & data-driven transformation of the Medical Affairs organization in order to shape and drive business strategy in an informed and objective manner.
Added 9 mins ago
NR
Receptionist
Norton Rose Fulbright
Montreal, QC
- Full-time
Norton Rose Fulbright Canada LLP is currently seeking a Receptionist for its Montreal office. The successful candidate will report to the Team Lead, Office Services & Facilities.
Added 9 mins ago
CT
Retail Execution Manager
Canadian Tire Corporation
ON
- Full-time
Champion the execution of Canadian Tire’s True North Strategy, prioritizing Customers at the Core to enhance the overall customer experience.
Added 9 mins ago
B
Portfolio Manager
BMO
Waterloo, ON · MARS
- Full-time
Lead client discussions regarding product offerings, pricing, and implementation strategies.
Added 9 mins ago
SC
Principal Data Engineer
Sleep Country
Brampton, ON
- Full-time
Lead enterprise data architecture and strategy.
Added 9 mins ago
M
Program Manager
Multimatic
Concord, ON · Multimatic Anton
- Full-time
Lead design-for-manufacturing initiatives and provide ongoing feedback to stakeholders.
Added 9 mins ago
Manager, Partnership Development & Growth
Scotiabank
Ottawa, ON
Lead early-stage discovery with prospective partners to understand their priorities, audiences and capabilities and determine strategic fit.
Added 9 mins ago
Customer Experience Lead - Corner Brook Plaza, Newfoundland
Scotiabank
Corner Brook, NL
We are looking for an enthusiastic, driven individual who will lead and support our Customer Experience Associates, while championing Scotiabank’s core values and culture.
Added 9 mins ago
KG
Mechanical Engineer
KION Group
Mississauga, ON
- Full-time
…determined by various factors such as work location, education, experience, knowledge, and…
Added 9 mins ago
KG
Mechanical Engineer
KION Group
Mississauga, ON
- Full-time
…determined by various factors such as work location, education, experience, knowledge, and…
Added 9 mins ago
KG
Mechanical Engineer
KION Group
Mississauga, ON
- Full-time
…determined by various factors such as work location, education, experience, knowledge, and…
Added 9 mins ago
Logistics Coordinator
Umicore
Markham, ON
Minimum 3-5 years of purchasing, procurement, logistics, or supply chain experience, preferably in a manufacturing environment.
Added 9 mins ago
Manager, Software Engineering
KEV Group
Toronto, ON
We are hiring a Engineering Manager to lead two product-focused engineering teams within KEV’s fundraising portfolio - products that directly support how schools raise and manage critical…
Added 9 mins ago
MC
Head of Paid Marketing
MM Coaching Limited
Remote, Canada
- Contract
- Remote
Scaling and budget doctrine. Lead quality end-to-end; stop teaching the algorithm to bring us men who can't afford the program. A CPM-reduction program. The call on whether and how to…
Added 9 mins ago
IO
Heating Service Technician
Irving Oil
Saint John, NB
- Full-time
…installing new equipment. Your goal will be to provide excellent customer service, ensuring the systems you are working on are safe and operating properly as well as completing your work in…
Added 9 mins ago
Supervisor
DSV
Montreal, QC · Saint Laurent, Queb
Compensation: Salary starting at 60 000$, plus eligible benefits, in accordance with experience and internal equity
Added 9 mins ago
Product Implementation Manager
Wärtsilä
Vancouver, BC
We are looking for a hands-on Product Implementation Manager to lead the functional configuration, customer onboarding, and training of our Port Management Information System (PMIS) for…
Added 9 mins ago
VB
Supervisor, Production
Vale Base Metals
Sudbury, ON
- Full-time
Lead and manage operations to achieve safe, efficient, and cost-effective production and maintenance targets.
Added 9 mins ago
DE
Business Development Manager (Outside Sales) - Automotive Distribution
DM Elite Talent
Sudbury, ON
- $65,000 to $75,000 CAD / year
- Full-time
…field-based environment and enjoys developing new business, managing customer relationships, and growing an established…
Added 9 mins ago
AR
Supplier Quality Manager
Accu-staff Resource Systems Enterprises LTD
Windsor, ON
- $85,000 to $106,000 CAD / year
- Full-time
…way we do business: we strive for excellence through results, lead with integrity and accountability, and demonstrate competitive…
Added 9 mins ago
AW
Bilingual Customer Service Representative
Arrow Workforce Solutions
Brampton, ON
- Full-time
Previous experience in a call centre, customer service, or contact centre environment.
Added 9 mins ago
SM
RQ11539 – UX Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior UX Designer with experience creating intuitive, user-friendly, and visually appealing digital experiences for web and mobile applications. The ideal candidate will…

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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