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Added 11 mins ago
K
Technical Solutions Manager (Network Solutions Architect)
Kyndryl
Regina, SK
- Full-time
The Technical Solutions Manager (Network Solutions Architect) is responsible for designing, validating, implementing, and transitioning network technologies and services from project…
Added 11 mins ago
R
Gestionnaire de comptes en approvisionnement / Account Manager Procurement
RTX
Longueuil, QC
- Full-time
Added 11 mins ago
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Senior Project Manager - CRM Implementation
Maarut
Montréal-Est, QC · Montreal/Quebec city, Quebec
- Contract
Target candidate: a senior project manager who has led at
Added 11 mins ago
GC
Reclamation Manager - Central Canada
Glencore Canada
Sudbury, ON · Greater Sudbury, ON
- Full-time
We are seeking a Reclamation Manager to contribute significantly to the revitalization of legacy mine sites throughout North America. If you have 15+ years of experience, a solid foundation…
Added 11 mins ago
KI
Finance Project Manager
KYYBA Inc
Montreal, QC
- Contract
· The Finance Transformation project manager will coordinate with F&RS/IT and internal stakeholders across F&T to ensure on-time quality delivery of the project portfolio.
Added 11 mins ago
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Manager Facilities Analysis and Technical Services
CAMH
Toronto, ON
- Full-time
…manages the CAMH facilities portfolio and is responsible for the delivery of comprehensive facilities management services, including the safety, security, functionality, and comfort of our…
Added 11 mins ago
O
Sr. Project Coordinator
ONxpress
Toronto, ON
- Full-time
Coordinate preparation and delivery of project deliverables, design documents, as built drawings, turnover documents, etc.
Added 26 mins ago
SP
Site Superintendent - Residential Construction
Southwest Properties
Halifax, NS
- Full-time
Serve as the primary liaison between the site and the Project Manager, providing regular reporting on progress, risks, and site conditions.
Added 41 mins ago
DC
Full Time Class 5 Truck Driver
Diabetes Canada / National Diabetes Trust
Dartmouth, NS
- Full-time
Reporting to the Operations Manager, this critical role will work a 40-hour work week, driving established routes to collect donated clothing and household items from our valued customers’…
Added 41 mins ago
JI
Project Specialist, Cost Management
J.D. Irving, Limited
Dartmouth, NS
- Full-time
The Project Specialist plays a key role in advancing our Cost Estimating capabilities and ensuring high‑quality delivery across Irving Shipbuilding programs and industry partners. In this…
Added 41 mins ago
Testing & Commissioning
PACT
ON · Mississauga, Ontario
Working closely with the Testing & Commissioning Manager and project stakeholders, the Coordinator will contribute to the safe and efficient delivery of commissioning activities across a…
Added 42 mins ago
MD
IT Business Manager - State Prog Admin Manager Prin
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Managing project scope, schedules, budgets, resources, risks, issues, and changing control to ensure successful project delivery.
Added 42 mins ago
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Banking Finance Project Manager
Vertage
Montreal, QC
- Contract
Seeking an experienced Finance & Tax Transformation Project Manager to lead Finance and Tax transformation, continuous improvement, and digitalization initiatives. This role will manage a…
Added 42 mins ago
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Sustainable Energy Advisor - GTA
Lightenco
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
Build Strong Client Relationships – Work collaboratively with clients, contractors, utilities, and internal team members to ensure successful project delivery.
Added 42 mins ago
PE
Compliance Officer
Professional Engineers Ontario
Toronto, ON · North York, ON
- $85,000 to $95,000 CAD / year
- Full-time
Proficient in project delivery applications, like Jira, Smartsheet or similar.
Added 42 mins 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 42 mins ago
I
Network Solutions Architect
ISM
Regina, SK
- Full-time
The Technical Solutions Manager (Network Solutions Architect) is responsible for designing, validating, implementing, and transitioning network technologies and services from project…
Added 42 mins ago
DR
Director of Construction
Dawn Recruiting Agency
Woodstock, ON
- $80,000 to $150,000 CAD / year
- Full-time
…Division. This includes direct leadership to the Field Operations Manager (field execution support, operational process improvement), while also overseeing all Project Managers and Project…
Added 42 mins 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…
Added 56 mins ago
AG
Planning Associate Director
Adelphi Group
Toronto, ON
- Full-time
…and optimization. Able to move the conversation beyond media delivery metrics into effectiveness and business…
Added 1 hour 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 1 hour ago
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Portfolio Manager
BMO
Waterloo, ON · MARS
- Full-time
…solutions, and driving business growth? Join our team as a Portfolio Manager, Treasury & Payment Solutions, where you’ll partner with commercial clients to optimize cash flow, enhance…
Added 1 hour ago
AW
Privacy Operations Specialist
Aviso Wealth
Remote, Canada
- $100,000 to $110,000 CAD / year
- Full-time
- Remote
Added 1 hour ago
AW
Privacy Operations Specialist
Aviso Wealth
Remote, Canada
- $100,000 to $110,000 CAD / year
- Full-time
- Remote
Added 1 hour ago
Product Implementation Manager
Wärtsilä
Vancouver, BC
Collaborate with Business Analysts, Project Managers, and technical teams to ensure successful project delivery.

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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