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Added 7 mins ago
CT
Project Manager, Construction
Canadian Tire Corporation
Kitchener, ON · Quarry Park
- Full-time
The Project Manager, Construction reports to the Director, Construction as part of a high energy and motivated internal team, who will guide a team of consultants, general contractors, and…
Added 23 mins ago
Cyber and Forensic Technology Consulting Analyst/Associate- Fleming Internship Program
Charles River Associates - Private
Toronto, ON
Our Summer Analyst/Associate Internship program mirrors the analyst experience to give you an understanding of our business and experience project work at Charles River Associates.…
Added 37 mins ago
W
Senior Counsel, Litigation
Walmart
Mississauga, ON
- Full-time
…belonging so associates thrive and perform; drives a positive associate and customer experience for…
Added 1 hour ago
A&
Financial Due Diligence - Senior Associate - Transaction Advisory - Canada
Alvarez & Marsal
Toronto, ON
- Full-time
…variety of diverse industries. A&M TAG is seeking a Senior Associate to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done. We…
Added 1 hour ago
WC
Senior Counsel, Litigation
Walmart Canada
Mississauga, ON
- Full-time
…belonging so associates thrive and perform; drives a positive associate and customer experience for…
Added 1 hour ago
WC
Senior Analyst, Walmart Services - WMC Systems Administrator
Walmart Canada
Mississauga, ON
- Full-time
…ecosystem including integrations with ad serving platforms, project management applications, data warehouse and reporting platforms, knowledge management applications, and other managed…
Added 1 hour ago
WC
Director, Strategic Account Management - Research Services (Bilingual)
Walmart Canada
Mississauga, ON
- Full-time
…Services. While this role is not primarily focused on individual project delivery, the Director will remain close to the work and provide senior-level consultation and leadership on…
Added 1 hour ago
Directeur(trice) Associé(e), Construction Régionale / Associate Director, Regional Construction
Pure Industrial
Montreal, QC
Added 1 hour ago
GT
Associate Director, Software Engineering
Greater Toronto Airports Authority
Toronto, ON
- Full-time
Reporting to the Director, Technology Delivery, the Associate Director, Software Engineering will establish and lead a sustainable software engineering capability that delivers secure,…
Added 1 hour ago
RU
Academic Development Manager
Redeemer University
Hamilton, ON · Ancaster, Ontario
- Contract
Strategic planning and project management skills - able to set priorities while working on numerous projects with varying types of deadlines and required outcomes
Added 1 hour ago
Mentorship Associate
The CUS
Vancouver, BC
The Mentorship Associate will gain hands-on experience in relationship management, mentorship program coordination, stakeholder communication, team matching, and conflict resolution. The…
Added 2 hours ago
FR
US Corporates - Credit Analyst, Associate Director - Industrials & Transportation - Toronto
Fitch Ratings
Toronto, ON
- Full-time
US Corporates – Credit Analyst, Associate Director - Industrials & Transportation
Added 2 hours ago
E
Specialist, Regulatory Affairs
EPCOR
AB · Edmonton, Alberta
- Full-time
Familiarity with financial and budgetary processes and project management.
Added 2 hours ago
SD
Human Resources Business Partner - SDM Northern Alberta
Shoppers Drug Mart
Edmonton, AB
- Full-time
As the Human Resources Business Partner is an Internal Consultant/Advisor to regional resources and Associate-Owners for all Human Resources Management disciplines.
Added 2 hours ago
W
Senior Analyst, Walmart Services - WMC Systems Administrator
Walmart
Mississauga, ON
- Full-time
…ecosystem including integrations with ad serving platforms, project management applications, data warehouse and reporting platforms, knowledge management applications, and other managed…
Added 2 hours ago
R|
Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the operational management of multicentre clinical research studies. The Project Manager…
Added 2 hours ago
SD
Human Resources Business Partner - SDM Northern Alberta
Shoppers Drug Mart
AB · Edmonton, AB
- Full-time
As the Human Resources Business Partner is an Internal Consultant/Advisor to regional resources and Associate-Owners for all Human Resources Management disciplines.
Added 3 hours ago
TH
Merchandising Execution Associate Part-Time (6 Month Contract) - 7064 Westend
The Home Depot Canada
AB · Edmonton, AB
- Part-time
Read and interpret directions to ensure merchandise is set to the planogram, project instructions, program service requirements and general service guidelines
Added 3 hours ago
SS
Senior Associate, Ontario GR
Sussex Strategy Group
Toronto, ON
- Full-time
Sussex is seeking a Senior Associate to join its Ontario Government Relations Practice. In this role, you will work closely with senior team members, clients, and stakeholders to develop…
Added 3 hours ago
BG
Compliance Intern (12 Months)
BMW Group
Richmond Hill, ON
- Internship
To manage and update the Compliance pages for the Associate Infonet
Added 3 hours ago
QU
Faculty Operations Coordinator
Queen's University
Kingston, ON
- $62,142 to $75,772 CAD / year
- Temporary
…coordination and executive support, communications leadership, and project management services that advance the Department’s strategic, academic, and administrative priorities. This…
Added 3 hours ago
RM
Systems Analyst
Remai Modern
Saskatoon, SK
- Full-time
Thorough knowledge of technical support requirements and project management.
Added 3 hours ago
C
Senior Customer Engineer, Digital Native - Vancouver BC
Cloudflare
BC · British Columbia, Canada
- Full-time
…Professional Services, Sales Engineering, Technical Account Management, or as a Forward Deployed Engineer (years of experience required…
Added 3 hours ago
MU
Senior Manager Equity, Diversity and Inclusion Strategic Initiatives
McMaster University
Hamilton, ON
- Full-time
Works with the Associate Dean and senior leadership, internal and external partners and related committees in an advisory capacity, making recommendations and identifying and advancing…
Added 3 hours ago
V
Senior Associate, Business Development (Finance/Accounting Staffing Agency)
Vaco
Toronto, ON
- Full-time
Senior Associate, Business Development, Talent Solutions

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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