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Added 7 mins ago
JI
Office Manager
J.D. Irving, Limited
Amherst, NS
- Full-time
Office Managers keep the store running. They schedule and supervise cashiers and are responsible for administration of expenses, receiving and inventory. They play a key role in training…
Added 7 mins ago
CH
Senior Financial Analyst
CMHA HPE Addictions and Mental Health Services
Belleville, ON
- Full-time
Reporting to the Finance Manager, the Senior Financial Analyst is responsible for providing advanced financial analysis, reporting, budgeting, forecasting, and strategic financial support…
Added 7 mins ago
RM
Systems Analyst
Remai Modern
Saskatoon, SK
- Full-time
Under supervision of the Information Technology Manager, Remai Modern, this position analyses, implements, supports, and administers Remai Modern server, storage, network, and Microsoft 365…
Added 7 mins ago
JS
Business Analys
Je Suis Copa
Canada
- Full-time
Bachelor’s degree in Business Administration, Information Systems, Finance, Economics, Operations Management, Data Analytics, or a related field is preferred.
Added 7 mins ago
DF
Executive Director
Dress for Success Central Alberta
Red Deer, AB
- Part-time
Work collaboratively with the Community Partnership Manager to achieve annual revenue and partnership goals.
Added 7 mins ago
O
Lead, Investment Compensation & Taxation
Onex
Toronto, ON
- Full-time
Onex is an investor and asset manager that invests capital on behalf of Onex shareholders and clients across the globe. Formed in 1984, we have a long track record of creating value for our…
Added 22 mins ago
P
Real Estate & Operations Lead
Prologis
Toronto, ON
- Full-time
The Senior Manager, Real Estate and Customer Experience leads property operations and customer experience across Prologis’ Greater Toronto Area portfolio. As the region’s most senior RECX…
Added 22 mins ago
S&
Planner, Demand Planning
Silk & Snow
Toronto, ON
- Full-time
Silk & Snow is seeking an analytical Planner, Demand Planning to join our Demand Planning team reporting to the Manager, Demand Planning. In this role, you will be responsible for owning…
Added 22 mins ago
O
Anti-Money Laundering (AML) Student
OLG
Sault Ste. Marie, ON · Toronto, ON · Foster Drive Office
- Full-time
Currently enrolled in a post-secondary degree program in Finance, Law, Criminology, Business Administration, or a related field is preferred.
Added 22 mins ago
T
Customer Experience Associate
TD
Yorkton, SK
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 22 mins ago
T
PIA Client Service Associate (12M STA)
TD
Whitby, ON
- Full-time
Accept/create leads and ensure correct referral coding administration
Added 22 mins ago
T
Personal Banking Associate
TD
Sault Ste. Marie, ON
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 22 mins ago
T
Customer Experience Associate
TD
Renfrew, ON
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 22 mins ago
T
Personal Banking Associate
TD
Grand Bend, ON
- Part-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 22 mins ago
PC
Service Coordinator
People Corporation
Winnipeg, MB · MB - Life Benefits Wpg
- Full-time
Working closely with Account Managers, plan administrators, insurance carriers, and service providers, the incumbent helps coordinate plan administration activities, resolve member…
Added 37 mins ago
G
Category Manager, Raw Materials
Galderma
Baie-D'Urfé, QC
- Full-time
Baccalauréat en gestion, administration ou toute autre formation pertinente
Added 37 mins ago
IS
SCM Operations Category Management Advisor
InSync Systems
Calgary, AB
- Contract
Reporting to the Manager/Senior Manager, SCM Operations Category Management, the Contract SCM Analyst is responsible for managing assigned category portfolios and related work throughout…
Added 37 mins ago
A
Credit Analyst
Altis
Montreal, QC · Greater Montreal Metropolitan Area
- $50,000 to $60,000 CAD / year
- Full-time
Une expérience ou une exposition préalable au crédit, aux comptes clients, au recouvrement, aux finances ou à l’administration connexe est souhaitable. Les personnes récemment diplômées et…
Added 37 mins ago
EP
Operations & Administrative Associate
Elby Professional Recruitment
Kitchener, ON
- $50,000 to $59,000 CAD / year
- Full-time
B2B Sales Career Track: Graduate into a Business Development Representative (BDR) / Account Manager role, driving new client partnerships and revenue.
Added 52 mins ago
CH
Operations Manager
CBI Home Health
Brandon, MB
- Full-time
Are you a dynamic leader with expertise in managing operations, adept at building teams, and driving performance within a care residence? Can you effectively balance client and business…
Added 1 hour ago
UO
Program Coordinator
University of Alberta
Edmonton, AB
- Full-time
…provides project coordination, community engagement, office administration, research communication, record-keeping, financial management, and research and events support. In all facets of…
Added 1 hour ago
RH
Human Resource Information System Manager
Robert Half
BC · Fraser Valley, BC
- $90,000 to $125,000 CAD / year
- Full-time
Are you an HR technology professional who enjoys optimizing systems, turning complex data into meaningful insights, and driving process improvements? Our client is seeking a Manager, HRIS &…
Added 1 hour ago
RH
Supply Chain Manager
Robert Half
BC · Fraser Valley, BC
- Full-time
They are seeking an experienced Supply Chain Manager to lead and optimize the organization's end-to-end supply chain operations. This is a key leadership position responsible for ensuring…
Added 1 hour ago
MD
Grants and Contracts Specialist - Grants Specialist 2 (Intermediate)
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
A bachelors degree in public or nonprofit administration, public policy, accounting, planning, political science, criminal justice, community and economic development, or closely related…
Added 1 hour ago
NH
IT Ops (Operation & Support) Manager
North Horizon Holdings Inc.
Toronto, ON · North York, ON
- $110,000 to $150,000 CAD / year
- Full-time
We are seeking a hands-on IT Operations & Support Manager to lead our IT operations team and ensure reliable, secure, and efficient technology services across the organization. Reporting to…

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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