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Customer service manager - retail
PacWest
Edmonton, AB
- $44 to $47 CAD / hour
- Full-time
- On-site
Added 7 mins ago
Specialist - Engineering Change Analyst
L3Harris Technologies
ON · Waterdown, ON
Support the Associate Manager in establishing and maintaining effective engineering change practices and execution across the department.
Added 7 mins ago
Financial Analyst
ATS Automation
Cambridge, ON
All employees have the responsibility to work in a safe manner and report any health, safety or environmental concern to their manager or supervisor in a timely manner.
Added 7 mins ago
WF
Master Data Control Analyst
West Fraser
Toronto, ON
- Full-time
Reporting to the Master Data Control Manager, the Master Data Control Analyst is responsible for working with business users and IT to provide hands-on support for enterprise master data…
Added 7 mins ago
YO
Childminding - Nobody's Perfect Parenting Program
YMCA of Southern Interior BC
Kelowna, BC
- Part-time
By supporting children during the program, you help enable parents and caregivers to fully participate in parenting education and support sessions, ultimately strengthening families and…
Added 7 mins ago
MF
Manager, Mortgage Operations
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto, ON
- Other
As a Manager in the Mortgage Finance team, you will be part of a team that is responsible for the execution and analysis of various financial and risk management transactions for the…
Added 7 mins ago
M&
Account Manager/Executive- HR Division
McLean & Company
Toronto, ON
- Full-time
Post-secondary education – minimum College Diploma
Added 7 mins ago
KD
Part-Time Direct Support Professional
Karis Disability Services
Warman, SK
- Part-time
Developmental Services Worker, Child and Youth Worker, or post-secondary education in a related field
Added 7 mins ago
FSQA Technician
HelloFresh
AB
…safety and quality assurance system. Reporting to the site FSQA Manager, you will work closely with the Production and Receiving teams to uphold our FSQA standards at the distribution…
Added 7 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Prince George, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 7 mins ago
CH
Registered Dietitian Practice Lead
CBI Home Health
London, ON · Waterloo, ON
- Part-time
Consultation with the Therapy Care Supervisor (TBD) and Therapy Client Services Manager to resolve discipline-specific performance issues
Added 7 mins ago
LI
Scaled Customer Success Manager
Loopio Inc.
Remote, Canada
- $70,000 to $85,000 CAD / year
- Full-time
- Remote
Partner closely with other teams within the CS at Scale Department (Adoption Services, Renewals, Education) to iterate on the Digital Customer Journey
Added 7 mins ago
UH
Clinical Study and Regulatory Specialist I
University Health Network
Toronto, ON
- Full-time
…Toronto Rehabilitation Institute, The Michener Institute of Education and West Park Healthcare Centre. As Canada's top research hospital, the scope of biomedical research and complexity of…
Added 7 mins ago
UH
Clinical Research Coordinator III (PK)
University Health Network
Toronto, ON
- Full-time
…Toronto Rehabilitation Institute, The Michener Institute of Education and West Park Healthcare Centre. As Canada's top research hospital, the scope of biomedical research and complexity of…
Added 7 mins ago
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Assistant Store Manager - West Oaks Mall
Reitmans (Canada) Ltée/Ltd
Abbotsford, BC
- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
Added 7 mins ago
Director of Care - LPN
Optima Living
Red Deer, AB
Reporting to the General Manager, the Director of Care leads and oversees the delivery, quality, and coordination of resident care, ensuring compliance with regulatory standards and…
Added 7 mins ago
Employment Consultant - Integrated Employment Services (Newmarket)
ACCES Employment
Newmarket, ON
A post-secondary education in Career and Work Counseling, Social Services, Adult Education, or a related field and/or 5 years related work experience.
Added 18 mins ago
EO
Retail sales manager
END OF THE ROLL
Nanaimo, BC
- From $43.27 CAD / hour
- Full-time
- On-site
Added 22 mins ago
HVAC Estimator
Neelands HR
Burlington, ON · Collingwood, ON
…Service HVAC Department. This role will report to the Service Manager, HVAC and will be responsible for preparing accurate estimates for HVAC repairs, replacements, retrofits, and small…
Added 22 mins ago
Dealer Supervisor 2-HFX
Great Canadian Entertainment
Halifax, NS
Under the general direction of the Gaming Manager, Table Games, this position is responsible for monitoring the day-to-day activities of table games operations in the Salon/Salon Premium…
Added 22 mins ago
BL
Coordinator, Volunteer Services
Better Living and Community Services
Newmarket, ON
- Full-time
Post-Secondary education required. University degree preferred.
Added 22 mins ago
Security Officer
Rosewood Hotel Group
Vancouver, BC
Contact the Security Manager immediately for emergency situations.
Added 23 mins ago
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Estates Administrator, Temporary
Aviso
Vancouver, BC
- $55,000 to $65,000 CAD / year
- Temporary
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 23 mins ago
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Estates Administrator, Temporary
Aviso
Toronto, ON
- $55,000 to $65,000 CAD / year
- Temporary
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 23 mins ago
BA
Director of Marketing, Events & Community Growth
Boutique Awesome
Longueuil, QC
- Full-time
Education: a completed college or university credential in marketing, communications, business, event management or a related field (DEC, AEC, bachelor’s degree or equivalent). Relevant…

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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