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Added 11 mins ago
Assistant Manager - Guelph / Waterloo / Owen Sound Area (Future Opportunities)
Scotiabank
Hamilton, ON
As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business…
Added 11 mins ago
FT
Athletics Facilities and Events Officer
Fanshawe Toronto@ILAC
London, ON
- Full-time
Minimum 2 years’ experience working in a customer service sports/recreation position in a school or recreation department setting.
Added 11 mins ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
…challenges you every day, and gives you the chance to shape client success, this role is for…
Added 11 mins ago
K
Technical Solutions Manager (Network Solutions Architect)
Kyndryl
Regina, SK
- Full-time
The Technical Solutions Manager (Network Solutions Architect) is responsible for designing, validating, implementing, and transitioning network technologies and services from project…
Added 11 mins ago
R
Gestionnaire de comptes en approvisionnement / Account Manager Procurement
RTX
Longueuil, QC
- Full-time
Added 11 mins ago
TA
Sales Manager (Calgary South)
Trail Appliances Ltd.
Calgary, AB
- Full-time
As a Sales Manager, you will play a key role in driving the success of our sales department. Reporting to the Director of Sales, you will lead your team in delivering exceptional customer…
Added 11 mins ago
Manager - Master Planning & Logistics (Automotive)
Schaeffler
Stratford, ON
Schaeffler is a dynamic global technology company and its success has been a result of its entrepreneurial spirit and long history of private ownership. Does that sound interesting to you?…
Added 12 mins ago
C
Account Coordinator
CarltonOne
Markham, ON
- Full-time
Our platform powers the global engagement industry, enabling companies to deliver impactful employee recognition, customer loyalty, rewards, sales, and channel incentive programs. We…
Added 12 mins ago
SD
Field Superintendent - Drilling Rig
Savanna Drilling Corp.
Calgary, AB
- Full-time
Serve as the primary liaison for escalated customer issues and/or complaints, providing timely and effective solutions.
Added 12 mins ago
GC
Reclamation Manager - Central Canada
Glencore Canada
Sudbury, ON · Greater Sudbury, ON
- Full-time
We are seeking a Reclamation Manager to contribute significantly to the revitalization of legacy mine sites throughout North America. If you have 15+ years of experience, a solid foundation…
Added 12 mins ago
BC
Surgical Clinical Reviewer
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Clinical Manager, Operating Room, PACU and Day Surgery, the Surgical Clinical Reviewer’s (SCR) primary responsibility is to collect and submit reliable data to the American…
Added 12 mins ago
TA
Sales Manager (Calgary South)
Trail Appliances AB/SK
Calgary, AB
- Full-time
As a Sales Manager, you will play a key role in driving the success of our sales department. Reporting to the Director of Sales, you will lead your team in delivering exceptional customer…
Added 12 mins ago
PR
Operations & Administrative Coordinator – Assistant to the Director of Operations
PureGard Repellents
Blockhouse, NS
- Full-time
Organize and maintain sales spreadsheets, customer lists, account records and shared sales files.
Added 12 mins ago
DF
HACCP Coordinator
Donald's Fine Foods
Langley (District), BC · Langley, BC
- Full-time
Customer Focus – Exceptional customer service is the measure of our success.
Added 26 mins ago
Store Manager
Rogers Communications
Edmonton, AB
Our branded retail team is at the heart of our success. We represent the welcoming spirit of our company. Our retail teams are outgoing and approachable individuals who understand how our…
Added 26 mins ago
SA
Used Car Sales Manager
Steele Auto Group
Halifax, NS
- Full-time
Steele Ford Lincoln is seeking an experienced Used Car Manager to lead our pre-owned vehicle operation in Halifax, Nova Scotia!
Added 26 mins ago
SA
Finance and Insurance Manager
Steele Auto Group
Halifax, NS
- Full-time
As an F&I Manager, you'll play a critical role in the dealership's success by managing financing and insurance processes, presenting protection products, structuring deals, and ensuring…
Added 26 mins ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Mississauga, ON
- $50,000 to $53,000 CAD / year
- Full-time
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Added 26 mins ago
FB
Bakery Department Manager
Farm Boy Inc.
Ottawa, ON
- $52,000 to $57,000 CAD / year
- Full-time
…the best fresh shopping experience by delivering exceptional customer service and guiding your department to achieve strong business results. Partnering closely with the Store Manager and…
Added 26 mins ago
Senior Product Manager, Driver Experience
Lyft
Toronto, ON
…perform their best. We are looking for a strategic product manager to join our dynamic and fast-paced team. In this role, you will identify and solve pain points that matter most to drivers…
Added 27 mins ago
MA
Service Advisor
Midas Auto Experts
Brampton, ON
- $18 to $24 CAD / hour
- Other
The Service Advisor supports the Shop Manager in the optimization of the shop’s retail sales and profitability while delivering superior customer service, including:
Added 42 mins ago
Corporate Store Key Holder
Bulk Barn
Ottawa, ON · NEPEAN, ON
…retailer with close to 300 stores and growing! The key to our success is progressive thinking, detailed/ methodical planning and flawless execution by passionate people across our…
Added 42 mins ago
Assistant Housekeeping Manager
Northland Properties
Castlegar, BC
The Assistant Housekeeping Manager will be responsible for ensuring the quality of cleaning and servicing for all guest rooms, and public rooms in the hotel. Their job duties are critical…
Added 42 mins ago
JI
Technical Analyst, Halifax
J.D. Irving, Limited
Moncton, NB
- Full-time
As a Technical Analyst, delivering exceptional customer service that exceeds expectations is top of mind. In this agile and collaborative position, you will competently assist with deskside…
Added 42 mins ago
JI
Project Specialist, Cost Management
J.D. Irving, Limited
Dartmouth, NS
- Full-time
Working closely with the Manager, Cost Management, the ideal candidate will help lead important strategic initiatives while contributing to the creation, enhancement, and upkeep of our…

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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