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Added 14 mins ago
CF
Senior Manager, Military Family Services (Paid Relocation to Cold Lake, AB)
Canadian Forces Morale and Welfare Services
Cold Lake, AB
- $112,490 to $140,650 CAD / year
- Full-time
The Senior Manager will lead and manage the implementation, evaluation and reporting of key initiatives as directed by Associate Director, Resilience and Engagement, Policy and Program…
Added 14 mins ago
MM
Strategic Sourcing Associate
Mohawk Medbuy Corporation
Toronto, ON · Greater Toronto Area, Canada
- $53,736 to $62,980 CAD / year
- Full-time
We are currently recruiting for a full-time Strategic Sourcing Associate to support our Furniture, Fixtures and Equipment (FF&E) team within our Strategic Sourcing team. This role will…
Added 29 mins ago
T&
Business Operations Partner
Turner & Townsend
Toronto, ON
- Full-time
Provide administrative support to senior leadership, including calendar management, meeting coordination (booking meeting rooms, ordering lunch and supplies), and travel arrangements…
Added 59 mins ago
A
Regional Service Agent - Boutique
Allstate
Markham, ON
- Full-time
The Customer Service Senior Associate handles basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner.…
Added 1 hour ago
NB
Associate, Execution, National Client Group
National Bank of Canada
Toronto, ON
- Full-time
A career as an Associate, Execution at the Ontario National Client Group team at National Bank means being part of a winning team. Financial professionals working together to be the best at…
Added 1 hour 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 1 hour ago
W
Associate (National Advisory Desk)
Wellington-Altus
Toronto, ON
- Full-time
Reporting to the Senior Manager, Ontario, the Associate is an administrative and client-facing role that moves client households from advisors into NAD. The Associate builds and submits…
Added 1 hour ago
CC
Assistant Store Manager
Canna Cabana
North Bay, ON
- $19.5 to $21.5 CAD / hour
- Full-time
Coordinate with management and senior leadership to perform daily/monthly/yearly inventory audits and reconciliations
Added 1 hour ago
CC
Retail Store Manager
Canna Cabana
North Bay, ON
- $50,000 CAD / year
- Full-time
Achieve high scores on the following measures related to Sales Associate Support - high retention of top talent and high team engagement scores
Added 1 hour ago
W
Senior Counsel, Litigation
Walmart
Mississauga, ON
- Full-time
We are currently seeking a senior lawyer with commercial and/or insurance litigation experience, reporting to the Assistant General Counsel (Litigation), to join a best in class legal team.…
Added 2 hours ago
RC
Renewable Energy Analyst (Remote Working)
Renewable Careers
Canada
- Full-time
Direct mentorship from senior directors managing flagship green initiatives.
Added 2 hours ago
A&
Financial Due Diligence - Senior Associate - Transaction Advisory - Canada
Alvarez & Marsal
Toronto, ON
- Full-time
…services to a 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…
Added 2 hours ago
WC
Senior Counsel, Litigation
Walmart Canada
Mississauga, ON
- Full-time
We are currently seeking a senior lawyer with commercial and/or insurance litigation experience, reporting to the Assistant General Counsel (Litigation), to join a best in class legal team.…
Added 2 hours ago
WC
Senior Analyst, Walmart Services - WMC Systems Administrator
Walmart Canada
Mississauga, ON
- Full-time
Reporting to the Senior Manager, Operations, this role will serve as the primary point of contact for Salesforce and other internal business platforms. The System Administrator will manage…
Added 2 hours ago
WC
Director, Strategic Account Management - Research Services (Bilingual)
Walmart Canada
Mississauga, ON
- Full-time
The Director will serve as a senior research and business partner across Scintilla, translating business priorities into action, building strong cross-functional partnerships and ensuring…
Added 2 hours ago
CC
Retail Store Manager
Canna Cabana
Waterloo, ON
- $50,000 CAD / year
- Full-time
Achieve high scores on the following measures related to Sales Associate Support - high retention of top talent and high team engagement scores
Added 2 hours ago
WC
Warehouse Associate I
White Cap
Regina, SK
- Full-time
Under close supervision, exercises limited latitude/independent judgment. Work typically involves detailed checks or close review of output by a senior coworker and/or supervisor.
Added 3 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 3 hours ago
I
Associate Director Quality Management
IQVIA
Quebec, QC
- Full-time
Partner with senior leadership on workforce planning and capability needs.
Added 3 hours ago
US Corporates - Credit Analyst, Associate Director - Industrials & Transportation - Toronto
Fitch Group
Toronto, ON
US Corporates – Credit Analyst, Associate Director - Industrials & Transportation
Added 3 hours ago
W
Senior Analyst, Walmart Services - WMC Systems Administrator
Walmart
Mississauga, ON
- Full-time
Reporting to the Senior Manager, Operations, this role will serve as the primary point of contact for Salesforce and other internal business platforms. The System Administrator will manage…
Added 3 hours ago
S
Business Development Representative - SMB
Solink
Remote, Canada
- $68,500 to $85,000 CAD / year
- Full-time
- Remote
Reports To: Dylan Monsinger, Associate Manager, Business Development
Added 3 hours ago
YHM1 WHS Medical Administrator, YHM1 WHS
Amazon
Hamilton, ON
Follow up with Senior Operations regarding outstanding paperwork pending approval
Added 3 hours ago
SD
Senior Product Manager
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
As the Senior Product Manager, you are a creative problem-solver with a passion for improving the health of Canadians and delivering exceptional customer-facing applications. You will work…
Added 3 hours ago
CW
Associate Field Engineer Technician – Animal Comfort
CG Wellington
Woodstock, ON
- Full-time
Job Title: Associate Field Engineer Technician – Animal Comfort

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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