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Added 13 mins ago
SC
Journey Wealth Administrative Assistant
Stride Credit Union
Carberry, MB
- Full-time
Own the first impression - creating a professional and welcoming environment while confidently handling inquiries and directing clients to the right resources.
Added 13 mins ago
P
Route Sales Representative - Full-Time
PepsiCo
Bedford, NS
- Full-time
- Contract
Developing all assigned accounts relative to sales volume, market share, product distribution, space allocation and customer service objectives
Added 13 mins ago
FM
Manager, Application Support and Software Development
Farm Mutual Re
Cambridge, ON
- Full-time
Establish application support processes aligned with IT service management best practices.
Added 13 mins ago
CC
Coordinator, Registration Compliance
CPA Calgary Chapter
Edmonton, AB · AB · Calgary, AB
- Full-time
Are you an individual with meticulous attention to accuracy and experience providing customer service while dealing with difficult conversations? If so, keep reading!
Added 13 mins ago
AR
Food and Beverage Supervisor
Algonquin Resort
Kingston, ON
- Part-time
Supervises activity in food and beverage outlet(s) including restaurant, bar and room service to ensure smooth operation and guest satisfaction.
Added 13 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Douglasdale, Calgary, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 13 mins ago
SI
Senior Developer
SAP IT Business Systeme
Montreal, QC
- $108,100 to $222,800 CAD / year
- Full-time
…engineering practice to join our engineering team. The SAP Customer Experience – Order Management Services (SAP CX OMS) unit builds and maintains high-quality cloud-native microservices.…
Added 13 mins ago
RA
Staff Android Engineer, Mobile Platform
Rivian and Volkswagen Group Technologies
Remote, Canada
- $137,300 to $181,890 CAD / year
- Full-time
- Remote
8+ years of professional experience in mobile app development, with a significant portion on Android.
Added 13 mins ago
C
Property Administrator
CAPREIT
London, ON
- Other
1-2 years’ experience in customer service, sales, office administration or related field.
Added 13 mins ago
SC
Food Service Worker (PT Permanent) - 6290A
Starling Community Services
Waterloo, ON
- Part-time
Committed to working as part of a team to support and increase quality customer service.
Added 13 mins ago
SC
Employment Specialist - 6279G
Starling Community Services
Kitchener, ON
- Full-time
Strong commitment to customer service is essential; previous experience working in a community based, not-for-profit environment advantageous.
Added 13 mins ago
Retail Assistant Brand Manager, Sandro/Maje, (Holt Renfrew Ogilvy, Montreal)
SMCP NORTH AMERICA (US, CANADA)
Montreal, QC
…you’ll play a vital role in fostering a culture of passion, service, and…
Added 13 mins ago
AF
Financial Service Representative - LendDirect Office 1677
Attain Finance
Toronto, ON · Scarborough, ON
- Full-time
As a Financial Service Representative, you’ll be at the heart of our customer experience - delivering exceptional service, building lasting relationships, and helping individuals secure the…
Added 13 mins ago
RB
Manager NAV Production
Royal Bank of Canada
Toronto, ON
- Full-time
Accounting, Change Management, Coaching Others, Customer Service Management, Financial Accounting Systems, Financial Risk Management (FRM), Operational Delivery, Process Management, Risk…
Added 13 mins ago
UH
Administrative Assistant II, Medical
University Health Network
Toronto, ON
- Contract
Excellent interpersonal and customer service skills
Added 13 mins ago
O&
Server & Bartender, Events - Bar George
Oliver & Bonacini
Montreal, QC
- Full-time
…s’épanouissent dans un environnement dynamique, tout en offrant un service soigné et une expérience client chaleureuse et…
Added 13 mins ago
HO
Constituency Assistant
House of Commons (Canada) / Chambre des communes (Canada)
Thompson, MB
- Full-time
…they need. This role provides valuable experience in public service, community engagement, and government operations while allowing you to build strong professional relationships and…
Added 13 mins ago
EC
Profit Centre Manager - Emco Plumbing Division
EMCO Corporation
Moose Jaw, SK
- Full-time
Our purpose is to help build stronger communities by delivering the products, expertise, and service that support critical systems in residential, commercial, industrial, and infrastructure…
Added 13 mins ago
SD
Pharmacovigilance Specialist
Shoppers Drug Mart
Mississauga, ON
- Full-time
Professional degree and/or advanced graduate degree in Health Sciences
Added 13 mins ago
PA
Parts Driver
Pfaff Automotive Partners Inc.
Concord, ON
- Full-time
Excellent interpersonal, communication (verbal & written English) and customer service skills.
Added 13 mins ago
SD
Pharmacy Assistant - CPS
Shoppers Drug Mart
Mississauga, ON
- Full-time
…operational productivity, prescription turnaround times, and service delivery, making them essential to workforce efficiency, scalability, and CPS’s ability to meet growing prescription…
Added 13 mins ago
SD
Pharmacy Assistant, Hourly Full Time Day
Shoppers Drug Mart
Barrie, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 13 mins ago
SD
Pharmacovigilance Specialist
Shoppers Drug Mart
Mississauga, ON
- Full-time
Professional degree and/or advanced graduate degree in Health Sciences
Added 13 mins ago
W
(CAN) Pharmacy Manager
Walmart
Antigonish, NS
- Full-time
…inventory management, disposal of expired products), addressing all customer complaints and resolve all customer problems to ensure excellent customer experience. Responsible for the…
Added 13 mins ago
W
(CAN) General Merchandise Associate
Walmart
Edmonton, AB
- Part-time
Provides friendly and professional customer service by greeting customers, assisting with product selection, promoting products and services, helping locate merchandise, supporting purchase…

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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