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Added 1 hour ago
CC
Accounting Manager
CRH Canada
Concord, ON
- Full-time
…Solutions, Sakrete® packaged concrete, Amerimix® mortar, Pebble Technology International® pool finishes, and Techniseal® sands and sealant…
Added 2 hours ago
Senior Financial Analyst
Livingston International
Toronto, ON
Reporting to the Manager, Duty Audit, the successful candidate in this position will drive the analytics and execution programs of the Duty Audit function. This role oversees the…
Added 2 hours ago
TH
Senior Manager, Finance
Teladoc Health
Toronto, ON · CAN - Toronto
- Full-time
The Senior Manager translates financial and operational performance into actionable insights, identifies and escalates financial risks and opportunities, drives scalable and…
Added 3 hours ago
E
Contrôleur·euse financier·ère │ Financial Controller
Evvo
Montreal, QC
- $90,000 to $105,000 CAD / year
- Full-time
Added 3 hours ago
KS
Finance Manager - Contract (Maternity Leave Cover)
Keywords Studios
Remote, Canada
- Remote
At Keywords, we are using our passion for games, technology and media to create a global services platform for video games and beyond. Our aim is to become the “go to” provider of technical…
Added 3 hours ago
JA
SAP Senior Functional Specialist FICO/PS
JR Automation
Toronto, ON
- Full-time
…work goes to the cutting-edge of digital transformation and technology. From the multi-cultural strength of our global organisation to the sustainable and innovative ways we work to bring…
Added 5 hours ago
QP
Property Accountant
QuadReal Property Group
Toronto, ON
- Full-time
Reporting directly to the Accounting Manager, the Property Accountant is responsible for adding value to QuadReal by providing meaningful financial information that is professional,…
Added 6 hours ago
WT
Specialist, Counterparty Credit Risk
Wealthsimple Technologies
Remote, Canada
- $69,600 to $87,000 CAD / year
- Full-time
- Remote
…managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets…
Added 6 hours ago
RM
Payroll Specialist
Regional Municipality of Peel
Canada
- Other
Manage payroll accounting and remittances, including tax remittances, account reconciliations, journal entries, and compliance with legislative and regulatory requirements.
Added 19 hours ago
K
Staff Accountant, Private Client Services
KPMG
Vancouver, BC
- Full-time
As a Staff Accountant, you will be part of a collaborative team working alongside Tax Specialists, Managers, Executive Directors and Partners to provide Canadian and U.S. personal, estate,…
Added 21 hours ago
S
Senior Construction Contract Administrator
Stantec
Calgary, AB
- Full-time
…preconstruction to review drawings and work with the Construction Manager or other construction-focused professionals to identify and address issues early in the…
Added 22 hours ago
Tax Administrator, Scotiatrust - Montreal, QC
Scotiabank
Montreal, QC
Discusses tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, performs detailed analysis, undertakes research…
Added 22 hours ago
S
Project Controls Supervisor - Delivery Centre
Stantec
Fredericton, NB
- Full-time
Reporting to the Project Services Manager for Energy & Resources, the Project Controls Supervisor will play a key role in driving successful project delivery by leading a team that ensures…
Added 22 hours ago
Global Mobility - Expatriate Tax - Manager - Vancouver
EY
Vancouver, BC
As a Manager within our Mobility – Expatriate Tax team, you will lead the delivery of cross‑border tax services for globally mobile employees, executives, and their employers. You will…
Added 22 hours ago
Global Mobility - Expatriate Tax - Senior Manager - Toronto
EY
Toronto, ON
We are currently seeking a Senior Manager to join our People Advisory Services – Mobility Tax practice in Toronto. Our People Advisory Services practice (PAS) provides high-quality…
Added 22 hours ago
SAP SuccessFactors Consulting Manager - Technical Integrations Lead
EY
AB · Toronto, ON · Calgary, AB
We're seeking a dynamic and technically skilled SAP SuccessFactors Consulting Manager - Technical Integrations Lead to join our growing HR Technology practice. This role is ideal for…
Added 22 hours ago
1
Accounting Manager
1b4a4f63-59bd-460a-90f3-9adc3a8fd3f0
Mississauga, ON
- Full-time
…largest retailers and foodservice chains, we use state-of-the-art technology and new product innovation to help our customers grow their business and deliver superior products to their…
Added 23 hours ago
AW
Estates Administrator, Temporary
Aviso Wealth
Remote, Canada
- $55,000 to $65,000 CAD / year
- Temporary
- Remote
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 hours ago
AW
Estates Administrator, Temporary
Aviso Wealth
Remote, Canada
- $55,000 to $65,000 CAD / year
- Temporary
- Remote
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 hours 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 hours 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 1 day ago
MU
Senior Functional Business Analyst
McGill University
Sherbrooke, QC
- Full-time
…project. This transformational initiative aims to modernize the technology, processes, and services that support the student…
Added 1 day ago
BU
Manager, Accounting and Financial Reporting
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
Reporting to the Director, Financial Accounting & Controller, the Manager, Accounting & Financial Reporting manages the day-to-day accounting and financial reporting operations within…
Added 1 day ago
Senior Manager, Payroll & HR Services
Celestica International LP
Toronto, ON
The Senior Payroll Manager, Americas Payroll will own all aspects of payroll operations, ensuring the effective execution of payroll related services. You are a strategic thinker with a…
Added 1 day ago
Manager - Non-Financial Risk and Controls (French bilingual)
EY
Montreal, QC
…management, internal controls and internal audit functions. As a Manager, you will lead the delivery of high-quality risk consulting engagements focused on the evaluation, design and…

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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