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Added 14 mins ago
GF
Fit4Less Host - Mississauga Derry & Millcreek
GoodLife Fitness
Mississauga, ON
- Part-time
Completes and reads daily, weekly and monthly cleanliness tasks, communications and training to achieve standard expectations.
Added 14 mins ago
GF
Fit4Less Host - Sault Ste. Marie Pim Street
GoodLife Fitness
Sault Ste. Marie, ON
- Part-time
Completes and reads daily, weekly and monthly cleanliness tasks, communications and training to achieve standard expectations.
Added 14 mins ago
AC
Part-time Graphic Designer
Algonquin College
Ottawa, ON
- Part-time
Reporting to the Marketing Manager, the incumbent is responsible for the development of engaging visual designs across print, digital, and multimedia platforms. Using Adobe Creative Suite,…
Added 28 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
MB · Manitoba, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 28 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
MB · Manitoba, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 28 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
Quebec, QC
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 28 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
YT · Yukon Territory, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 28 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
BC · British Columbia, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 28 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
AB · Alberta, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 28 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
YT · Yukon Territory, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 28 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
NL · Newfoundland and Labrador, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 28 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
NU · Nunavut, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 28 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
NL · Newfoundland and Labrador, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 28 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
NU · Nunavut, Canada
- Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 28 mins ago
FS
Program Manager
Futran Solutions
Canada
- Contract
The Storage Guarantees Claims Manager owns Storage guarantee claims from intake through resolution, including eligibility validation, remediation decisions, fulfillment coordination,…
Added 28 mins ago
AE
Intermediate Civil Engineer
Associated Engineering
Kelowna, BC
- Full-time
Acting as Project Engineer and/or Project Manager
Added 28 mins ago
AC
Part-time Graphic Designer
Algonquin College of Applied Arts and Technology
Ottawa, ON
- Part-time
Reporting to the Marketing Manager, the incumbent is responsible for the development of engaging visual designs across print, digital, and multimedia platforms. Using Adobe Creative Suite,…
Added 28 mins ago
IC
Consultant – Museum, Events and Outreach Programme Coordinator
International Civil Aviation Organization
Montreal, QC
- Full-time
Work with technical, creative and communications colleagues to develop clear, engaging exhibition content and visitor information.
Added 28 mins ago
TP
Specialist, Ground Transportation
Toronto Pearson International Airport
Toronto, ON
- Full-time
Reporting to the Manager, Ground Transportation Operations, this position will monitor all groundside transportation, ensuring standards are being met and dispatching contract staff. The…
Added 28 mins ago
TF
Finance Manager
Tla-o-qui-aht First Nations
Tofino, BC
- $69,000 to $78,000 CAD / year
- Full-time
The Finance Manager oversees the day-to-day financial operations of the organization while providing leadership, guidance, and support to finance staff. This role is ideal for someone who…
Added 28 mins ago
VS
Receptionist (2024-6567)
Verve Senior Living
Bradford, ON
- Part-time
…value of our residences. Under the direction of the Office Manager, provides administrative support including clerical and reception duties for the efficient operation of the…
Added 28 mins ago
AE
Manager, Project Management Office - Digital Services
Associated Engineering
AB · Edmonton, AB
- Full-time
Associated Engineering, a proudly Canadian, Employee-owned Company is seeking an experienced and dedicated Manager, Project Management Office - Digital Services Plamming and Governance to…
Added 28 mins ago
AE
Project Manager - Digital Services Planning and Governance
Associated Engineering
Calgary, AB
- Full-time
Associated Engineering, a proudly Canadian, Employee-owned Company is seeking an experienced and dedicated Project Manager, Digital Services and Governance to join our team in our Edmonton…
Added 28 mins ago
H
Substation Electrical EIT
HDR
Calgary, AB · Vancouver, BC · Burlington, ON · Richmond Hill, ON · Toronto, ON · Saskatoon, SK
- Full-time
Working under the direction of Project Manager(s) and Project Engineer(s) your role will encompass the following:
Added 28 mins ago
Lead, SAP Functional Solutions (Utility Metering & Customer Technology)
Liberty Utilities
Oakville, ON

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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