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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
W
Senior Regional Business Administration Manager
Wellington-Altus
Toronto, ON
- Full-time
Reporting to the Regional Manager, Ontario, the Senior Regional Business Administration Manager will utilize their significant administrative, leadership and operational experience in the…
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
RB
Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Thunder Bay, ON
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
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
B
Product Manager III, Account Acquisition
Bankjoy
Remote, Canada
- Full-time
- Remote
Added 23 mins ago
IT Infrastructure Systems Specialist
Human Resources Department - NRT Technology Corp.
Toronto, ON
Added 23 mins ago
M
Manager, Project Delivery
Metrolinx
Toronto, ON
- Full-time
The Union+, East Harbour Transit Hub, Owner Participant (OP) team is looking for a Manager, Project Delivery to support the delivery of one of Metrolinx’s most complex transit…
Added 23 mins ago
T
Administrator
Tirecraft
Cambridge, ON
- $23 CAD / hour
- Full-time
Present expense invoices to the Store Manager for approval before entering accounts payable and submitting them to the Corporate Administrator for payment processing
Added 23 mins ago
A
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
A
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
FP
Estimator
Fast Pace Employment
Toronto, ON
- Full-time
Reporting to the Estimating Manager, the Estimator will contribute directly to profitability by estimating, bidding, and managing civil construction projects. This hybrid opportunity…
Added 23 mins ago
B
Project Manager
Boyden
Toronto, ON
- $75,000 to $95,000 CAD / year
- Full-time
The Project Manager plays a central role in keeping the team’s work organized, coordinated, and moving forward - helping ensure that client engagements are exceptionally well coordinated,…
Added 37 mins ago
TP
Gestionnaire, finances de la chaîne d’approvisionnement/Supply Chain Finance & Revenue Manager
Turning Point Brands Canada
Laval, QC
- Full-time
Finance de la chaîne d’approvisionnement : CPV et droits de douane
Added 37 mins ago
Assistant Manager, Security Operations Centre
Scotiabank
Toronto, ON
…Corporate Security Canada for investigation. The Assistant Manager will triage, evaluate and action incoming requests for service in an appropriate and efficient manner. This role is…
Added 37 mins ago
Product Manager
Scotiabank
Toronto, ON
Contribute to business cases based on the roadmap and priority, aligns with Technology, PMO, and Finance teams on the funding required, cost and benefit analysis, and cost allocation model.
Added 37 mins ago
Manager, Revenue Management, Private Banking
Scotiabank
Toronto, ON
The Manager, Revenue Management, Private Banking supports revenue management initiatives across the Private Banking portfolio through the development and maintenance of profitability…
Added 37 mins ago
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Calculations Specialist
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $52,000 to $79,000 CAD / year
- Full-time
Proactively provide feedback, escalate issues and recommend solutions, as appropriate, to Manager
Added 37 mins ago
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Manager, Investment Financial Planning & Analysis and Data Analytics
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $86,000 to $131,000 CAD / year
- Full-time
The Financial Planning & Analysis (FP&A) team is looking for a technically strong finance professional who combines investment knowledge with advanced Power BI and analytics capabilities.
Added 37 mins ago
SI
Commercial Management Liability Underwriting Intern
Sompo International
Toronto, ON · CAN - ON - Toronto
- $30 CAD / hour
- Full-time
…brokerage firms, and be part of a project to present to their manager and…
Added 37 mins ago
CS
Bilingual Culinary Manager (French and English)
Cogir Senior Living
Orleans, ON · Belcourt Retirement Residence
- Full-time
Embrace the role of Culinary Manager and become a values-driven leader adept at managing our culinary and dining department. Your flair for creativity and culinary expertise will come to…
Added 37 mins ago
R
Assistant Branch Manager
RBC
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 37 mins ago
R
Senior Relationship Manager, Retail Financial Services
RBC
Montreal, QC
- Full-time
We are looking for a Senior Relationship Manager, Retail Financial Services to join our Automotive Finance team. In this strategic role, you will be responsible for developing and…
Added 52 mins ago
T
Personal Banking Associate (Part time, 18.75h)- Jean-Talon & Querbes
TD
Montreal, QC
- Part-time
Added 52 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time

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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