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Added 13 mins ago
MF
Director Investment Research
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Work closely with the AI lead to shape and deliver the data and AI strategy and roadmap for Mackenzie’s boutique investment teams, representing the teams’ priorities and communicating plans…
Added 13 mins ago
RI
Senior Full Stack Engineer
Remarcable, Inc.
Remote, Canada
- $140,000 to $190,000 CAD / year
- Full-time
- Remote
We are expanding our Vancouver engineering team - our core product and development hub - and looking for a Senior Full Stack Engineer to take technical ownership of high-impact product…
Added 13 mins ago
Senior Fullstack Developer (Python) - AI features team
AlayaCare
Montreal, QC
As a senior member of the team, you’ll play a critical part in shaping the technical direction of projects, ensuring that work is well-sequenced, high-quality, and aligned with customer…
Added 28 mins ago
M
Manager, Project Delivery
Metrolinx
Toronto, ON
- Full-time
…transit infrastructure projects, while also acting as the OP Lead for Project Controls activities. This role will oversee the integration of schedule, cost, risk, forecasting, financial…
Added 28 mins ago
E
Braze Architect
EXL
Canada
- Full-time
We are seeking a Braze Architect to serve as the technical and strategic authority on Braze and the surrounding customer data ecosystem. You will define target-state architectures that…
Added 29 mins ago
B
Project Manager
Boyden
Toronto, ON
- $75,000 to $95,000 CAD / year
- Full-time
Lead the biweekly project update meeting by preparing the agenda, reviewing progress and confirming actions, responsibilities and deadlines.
Added 43 mins ago
LC
Manager, Brand Technology Production Support
Loblaw Companies Limited
Brampton, ON
- Full-time
The Marketing and Brand Technology and Implementation Team is looking for a Production Support Manager to lead end-to-end production support, service reliability, and maintenance across…
Added 43 mins ago
Senior Planner & Scheduler (Contract)
Trans Mountain
Calgary, AB
Trans Mountain is seeking a collaborative, motivated, and values driven individual to join our dynamic team as Senior Planner & Scheduler (Contract). In this position, you will play a key…
Added 43 mins ago
B
Bilingual Territory Manager MDS (Champlain ON, Outaouais/Abitibi QC)
BD
ON · Quebec, QC · CAN Québec - Boulevard du Parc Technologique
- Full-time
Work closely with the BD Clinical and Sales Teams to provide clinical end users with technical and best practice solutions
Added 43 mins ago
SE
Senior Specialist, Site Project Management
Schneider Electric
AB · Edmonton, Alberta
- Full-time
Lead site coordination meetings and drive resolution of construction, technical, and Building Information Modeling issues that could impact delivery.
Added 58 mins ago
C
VP Senior Software Engineer – Java & Distributed Systems
Citi
Mississauga, ON
- Full-time
We're looking for a senior engineer who thinks clearly across the full product development lifecycle, from design through to production, and brings an AI-first mindset to how they work.
Added 58 mins ago
CE
Crude Product Quality Specialist
Cenovus Energy
Calgary, AB
- Full-time
Demonstrated ability to investigate off-spec and measurement issues, conduct root-cause analysis, translate technical findings into commercial impacts, and influence senior internal and…
Added 58 mins ago
A
Product - Senior Manager/Manager, Product Distribution & Transportation
Aritzia
Vancouver, BC
- Full-time
…our network of stores & distribution centres (DCs). As the Senior Manager / Manager, Product Distribution, you will play a pivotal role in ensuring that inventory is well-balanced to…
Added 58 mins ago
SH
Software Developer - Enhance Ontario
Scarborough Health Network
EO Head Office
- Full-time
As a senior member of the Software and Development Team, the Senior Software Developer takes the lead on designing, architecting, and delivering web applications and integration solutions…
Added 58 mins ago
S
Junior Civil Engineering Designer
Stantec
London, ON
- Full-time
Join us to help plan, design, and engineer community and mobility solutions that improve everyday life. Whatever the distance, wherever the destination, our designs lead you there.
Added 58 mins ago
DI
Financial Controller
DuroByte Inc.
Windsor, ON
- $100,000 to $130,000 CAD / year
- Full-time
We are seeking an experienced Financial Controller to lead the accounting and financial control functions
Added 58 mins ago
H
Full Stack Team Lead
Hays
Toronto, ON
- $145,000 to $175,000 CAD / year
- Full-time
We are looking for an experienced Full Stack Team Lead to join a growing technology team. This role is ideal for a senior developer who wants to remain hands-on technically while also…
Added 58 mins ago
ST
Senior Product Manager
S4S Tech LLC
ON · Ontario, Canada
- Contract
The ideal candidate is a Senior Product Manager with at least 5 years of IT or digital services product management experience and a proven ability to lead large-scale transformation…
Added 1 hour ago
S
Senior Manager - Environmental Design and Approvals
SYSTRA
Toronto, ON
- Full-time
Lead the subject matter expert team tasked to complete Due Diligence work and reporting.
Added 1 hour ago
Director Infrastructure & Cybersecurity
FortisAlberta
Calgary, AB
Lead, manage, coach, and motivate a team of multidisciplinary Information Technology leaders and professionals; this includes providing direction, expertise and advice to employees,…
Added 1 hour ago
A
Technical Specialist, Wastewater Treatment
AECOM
Markham, ON · Mississauga, Ontario
- $200,000 to $250,000 CAD / year
- Full-time
Serve as Technical Lead, Subject Matter Expert, or Senior Technical Advisor on complex multidisciplinary wastewater treatment projects.
Added 1 hour ago
Manager, Enterprise Solutions Engineering - Canada
NetApp, Inc.
Vancouver, BC · Toronto, ON
We’re looking for a Manager of Enterprise Solutions Engineering to lead NetApp’s Enterprise SE team across Canada. Reporting directly to the VP and GM of Canada, this leader will own…
Added 1 hour ago
Manager, Corporate Function Finance (1 Year Contract)
Scotiabank
Toronto, ON
Lead budgeting and analysis activities, identify key discussion points for meetings with department function heads, and follow up on action items to ensure they are reflected in budget…
Added 1 hour ago
PC
Senior Manager Cyber Generalist
PwC Canada
Toronto, ON
- Full-time
As a Senior Manager Cyber Generalist, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 1 hour ago
HB
React Engineer - Montreal - Up to $200,000 CAD + Exceptional Bonuses/Benefits
Hunter Bond
Montreal, QC
- Full-time
Highly respected, hands-on Tech Lead you can collaborate with as a peer

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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