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Added 12 mins ago
Store Manager
Rogers Communications
Edmonton, AB
Added 12 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 12 mins ago
HR
Registered Practical Nurse Nursing Resource Team
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
Reporting Relationship: Manager, Nursing Resource Team
Added 12 mins ago
JC
Assistant Manager
JYSK Canada
Medicine Hat, AB
- Full-time
As the Assistant Manager, you will assist the store management team in instilling the company values and customer promises within your team and in the store through modeling, coaching, and…
Added 12 mins ago
FB
Bakery Department Manager
Farm Boy Inc.
Ottawa, ON
- $52,000 to $57,000 CAD / year
- Full-time
…strong business results. Partnering closely with the Store Manager and Retail Specialist, you’ll bring strategy to life while building a culture rooted in trust, engagement, and high…
Added 12 mins ago
R(
Assistant Store Manager - Hazeldean Mall
Reitmans (Canada) Ltée/Ltd
Ottawa, ON
- 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 12 mins ago
Area Manager II, YYC4
Amazon
Calgary, AB
As an Area Manager I at an Amazon fulfillment center, you'll lead a team of upto 80 associates, driving associate engagement, safety, quality, and productivity in a fast-paced,…
Added 27 mins ago
Client Engagement Lead
Health Standards Organization
Ottawa, ON · Pointe-Claire, QC
Reporting to and working closely with the Senior Program Manager, Accreditation & Certification, Québec & Canadian Francophonie, the Program Manager represents the business unit and leads…
Added 27 mins ago
UO
Program Coordinator
University of Alberta
Edmonton, AB
- Full-time
…Centre. This position provides project coordination, community engagement, office administration, research communication, record-keeping, financial management, and research and events…
Added 27 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…
Added 27 mins ago
Testing & Commissioning
PACT
ON · Mississauga, Ontario
…documentation management, testing coordination, and stakeholder engagement to ensure systems are tested, commissioned, and successfully handed over in compliance with contractual, safety,…
Added 28 mins ago
MD
IT Business Manager - State Prog Admin Manager Prin
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: State Program Administrator, Manager Principal
Added 28 mins ago
PE
Compliance Officer
Professional Engineers Ontario
Toronto, ON · North York, ON
- $85,000 to $95,000 CAD / year
- Full-time
Reporting to the Manager, Professional Development Initiatives, the Compliance Officer will be responsible for administering compliance measures for the Continuing Professional Development…
Added 28 mins ago
MD
Grants and Contracts Specialist - Grants Specialist 2 (Intermediate)
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Experience as a federal grant manager and or managing sub-award of federal grants.
Added 28 mins ago
FB
Bakery Department Manager
Farm Boy Inc.
Ottawa, ON
- $52,000 to $57,000 CAD / year
- Full-time
…strong business results. Partnering closely with the Store Manager and Retail Specialist, you’ll bring strategy to life while building a culture rooted in trust, engagement, and high…
Added 42 mins ago
LC
Épicerie Assistant Gérant/Superviseur temps plein jour Embauche feu vert
Loblaw Companies Limited
Quebec, QC
- Full-time
Diriger, encadrer et motiver les collègues pour améliorer la productivité, l’engagement et la rétention;
Added 42 mins ago
LC
Customer Service Department Manager
Loblaw Companies Limited
Yarmouth Indian Reserve No. 33, NS
- Full-time
Lead, coach and motivate colleagues to improve productivity, engagement and retention
Added 42 mins ago
TM
Manager, Business Innovation
Toyota Motor Corporation
Kamloops, BC · Toyota Canada Inc - Head Office
- Full-time
Toyota Canada Inc. is currently looking for a strategic and collaborative Manager, Business Innovation to lead focused retail transformation initiatives to address Customer and Dealer…
Added 42 mins ago
R
Senior Manager, Client Engagement
RBC
Toronto, ON
- Full-time
…place trades quickly and track how they are doing. As Senior Manager, Client Engagement, you will be accountable for developing insights and proposals to improve our client's onboarding and…
Added 57 mins ago
T
District Vice President, New Brunswick
TD
Moncton, NB
- Full-time
Provide leadership and mentorship to team members throughout the colleague life cycle to drive colleagues' engagement
Added 57 mins ago
T
Engineering Manager, Workday Integrations & Platform
TD
Toronto, ON
- Full-time
The Engineering Manager, Workday Integrations & Platform provides people, technical and delivery leadership for a multidisciplinary team responsible for Workday integrations and platform…
Added 57 mins ago
T
Data Scientist - Credit Risk (ATH 5749)
TD
Toronto, ON
- Full-time
Reporting to the Senior Manager, Credit Strategy, you'll support the MBNA and other credit card portfolios by combining analytics, strategic thinking, and stakeholder collaboration to solve…
Added 57 mins ago
CT
Retail Execution Manager
Canadian Tire Corporation
ON
- Full-time
A successful Field Operations Manager will have a strong understanding of Canadian Tire retail operations and the Dealer model. The Field Operations Manager leads with integrity,…
Added 57 mins ago
Manager, Partnership Development & Growth
Scotiabank
Ottawa, ON
Reporting to the Senior Manager, Strategic Partnerships & Growth, the Manager, Partnership Development & Growth is responsible for identifying, developing and launching new partnerships…
Added 57 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…

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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