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Added 15 mins ago
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Inventory Auditor Clerk
Co-op
Rimbey, AB
- Part-time
Notifying the Supervisor or Manager immediately upon shortage or overages, or any low stock items
Added 15 mins ago
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Meat Cutter - Full-time - Churchbridge Food Store
Co-op
Churchbridge, SK
- Full-time
General Meat Department Duties – Housekeeping, opening, closing, sanitization of meat room & equipment and assisting with inventory
Added 15 mins ago
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Meat Supervisor- Hawkstone Food Store
Co-op
Edmonton, AB
- Full-time
Support the Meat Manager in all aspects of the Meat Operations
Added 15 mins ago
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Personal Banking Associate (Part time, 18.75h)- Jean-Talon & Querbes
TD
Montreal, QC
- Part-time
Added 15 mins ago
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Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
Added 15 mins ago
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Personal Banking Associate Trainee
TD
Bowmanville, ON
- Full-time
Added 15 mins ago
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Personal Banking Associate Trainee (North York, Central Toronto) - Current and Future Opportunities
TD
Toronto, ON
- Full-time
Added 15 mins ago
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Nurse Practitioner
HealthCareersInSask.ca
Big River, SK
- Full-time
Department: Fetal Alcohol Spectrum Disorders FASD
Added 15 mins ago
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Project Manager, Construction
Canadian Tire Corporation
Kitchener, ON · Quarry Park
- Full-time
The Project Manager, Construction reports to the Director, Construction as part of a high energy and motivated internal team, who will guide a team of consultants, general contractors, and…
Added 15 mins ago
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Assistant Store Manager
ADI Global
Toronto, ON
- $63,524 to $105,873 CAD / year
- Full-time
…the sales organization. Seek advice from the human resources department as…
Added 15 mins ago
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Product - Senior Manager/Manager, Product Distribution & Transportation
Aritzia
Vancouver, BC
- Full-time
The mission of the Product Distribution Department is to get the right product, to the right place, at the right time, in the right quantity - through analytically rigorous, highly…
Added 15 mins ago
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Dietary Aide - AgeCare London
AgeCare
London, ON · AgeCare London
- Part-time
As a Dietary Aide at AgeCare, reporting to the Director or Dietary Manager, you will play a key role in ensuring our residents enjoy a pleasant dining experience. You will assist with the…
Added 15 mins ago
Maintenance Worker II - Maintenance and Operations
Nova Scotia Health and IWK Health
Halifax, NS
Reporting to the Maintenance & Operations Assistant Manager, the Maintenance Worker II performs a variety of semi-skilled, and unskilled tasks related to the upkeep of Nova Scotia Health…
Added 15 mins ago
Building Patrol (Casual) - Library
University of Toronto
Toronto, ON
…day. Working in the Library and under the supervision of the Manager - Security, Health & Safety, the uniformed building patrol is responsible for, but not limited to, maintaining a safe…
Added 15 mins ago
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Account Manager
Canadian Linen / Quebec Linge
London, ON
- Full-time
The Account Manager (AM) focuses on identifying and developing new product opportunities within the existing customer base. This role involves prospecting, presenting programs, and meeting…
Added 30 mins ago
AA
Backend Software Developer
ATS Automation
Cambridge, ON
- $36.54 to $50.24 CAD / hour
Demonstrate a CI mindset and have a clear understanding of the standard paractices within the department
Added 30 mins ago
HR
Pharmacy Technician
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
At Humber River Health, our Pharmacy department plays a pivotal role in ensuring the safe distribution and service of medications to patients which facilitates successful patient treatment…
Added 30 mins ago
UH
Clinical Research Coordinator I
University Health Network
Toronto, ON
- Full-time
Department: Clinical Trials and Translation Unit (CTTU)
Added 30 mins ago
UH
Project Manager
University Health Network
Toronto, ON
- Full-time
Department: Clinical Trials and Translation Unit (CTTU), Peter Munk Cardiac Centre (PMCC)
Added 30 mins ago
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Team Lead (Part time) - Avenue du Mont-Royal
Reitmans (Canada) Ltée/Ltd
Montreal, QC
- Part-time
Promote effective communication with the Store Manager to ensure alignment, smooth operations, and timely execution of priorities.
Added 30 mins ago
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Learning & Development Coordinator
AccorHotel
Banff, AB
- Full-time
Reporting to the Learning & Development Manager, responsibilities and essential job functions include, but are not limited to the following:
Added 30 mins ago
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Avocat(e) - Lawyer
Gameloft
Montreal, QC
- Contract
Contribute to the continuous improvement of the Legal Department's processes, tools, and contract templates.
Added 30 mins ago
SC
Full Time Assistant Meat Manager - Hillside Location
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
- Full-time
Reporting to the Meat Department Manager, you will assist in managing the daily operations of the Department while providing outstanding service to our customers.
Added 30 mins ago
Events and Sponsorship Coordinator
CAA Niagara Talent Management Team
Thorold, ON
…to join our Marketing team. Reporting to the Communications Manager, this role is responsible for planning, coordinating, and executing CAA Niagara’s marketing events while ensuring strong…
Added 44 mins ago
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(CAN) OMNI Department Manager
Walmart
Port Elgin, ON
- Full-time
The OMNI Department Manager will provide customer service by offering assistance to meet the customer’s shopping needs. This will be accomplished by contributing to the overall processes…

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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