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Added 8 mins ago
AG
Planning Associate Director
Adelphi Group
Toronto, ON
- Full-time
Communication - Clear, concise and confident. Able to simplify complex media issues, communicate effectively with senior clients, and keep everyone aligned without overcomplicating things.
Added 8 mins ago
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Senior Manager, Client Engagement
RBC
Toronto, ON
- Full-time
…investments, place trades quickly and track how they are doing. As Senior Manager, Client Engagement, you will be accountable for developing insights and proposals to improve our client's…
Added 24 mins ago
T
District Vice President, New Brunswick
TD
Moncton, NB
- Full-time
…long-lasting relationships with our customers. By understanding client needs and providing personalized financial products and services, our purpose is to help our customers achieve their…
Added 24 mins 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 24 mins ago
SM
RQ11255 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11255
Added 24 mins ago
SM
RQ11309 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11309
Added 24 mins ago
SM
RQ11606 – Product Manager – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Product Manager with extensive experience in product management, IT and digital services, Agile delivery, Scrum, and Lean product development. The ideal candidate…
Added 24 mins ago
S
Delivery Manager (Banking/IT Service Domain)
Synechron
Mississauga, ON
- $140,000 to $170,000 CAD / year
- Full-time
We are looking for an experienced Delivery Manager to lead the successful delivery of technology programs and client engagements within the Banking & Financial Services domain. The role…
Added 24 mins ago
OM
Senior Manager, Financial Literacy Program Design & Delivery
Ontario Medical Association
Toronto, ON
- Full-time
The Senior Manager, Strategy Portfolio Office, is responsible for leading the design, development, and delivery of a comprehensive financial literacy program for members. The role…
Added 1 hour ago
T
Associate, Client Experience
Trowbridge
Toronto, ON
- Full-time
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…
Added 1 hour ago
HE
CADD Technician – MDOT Projects
Hennessey Engineers
Brampton, ON · Regional Municipality of Peel, ON
- Full-time
Reports To: Project Manager / Senior Design Engineer
Added 1 hour ago
Manager, Product and Solutions, Private Banking
Scotiabank
Toronto, ON
The Manager supports the development, delivery and ongoing enhancement of Private Banking products, services and client solutions. Working with the Senior Manager and partners across the…
Added 1 hour ago
Commercial Manager
Aecon
Gibbons, AB
Under the direction of the Project Director, the Commercial (Contracts) Manager will provide highly specialized knowledge in overseeing the commercial strategy on a project. This individual…
Added 1 hour ago
PG
Senior Manager Agile Program Management
Publicis Groupe Holdings B.V
Calgary, AB
- Full-time
As a Senior Manager in Agile Program Management, acting as an Agile Project Manager, you will lead the planning, execution, and delivery of agile projects across product teams. You will…
Added 1 hour ago
IG
Digital Product Owner
Insight Global
Toronto, ON
- $72 to $80 CAD / hour
- Contract
Insight Global is seeking a Digital Product Manager to lead assigned initiatives and features within the Money Movement Pod of the Retail Assisted Channels Platform for a Big 5 banking…
Added 6 hours ago
Group Account Director
Superside
Toronto, ON
Superside is hiring a Group Account Director to lead one of our biggest enterprise accounts and ensure consistent delivery excellence at scale. You’ll operate at a portfolio level, guiding…
Added 7 hours ago
Manager Portfolio and Building Services
City of Vancouver
Vancouver, BC
The Manager, Portfolio & Building Services reports to the Director of Non-Market Housing Operations and assists in all aspects of managing the operations and janitorial services of the…
Added 8 hours ago
MB
Sr Business Applications Developer
Maison Birks
Montreal, QC
- Full-time
Since 1879, Birks has been synonymous with exceptional jewellery, luxury craftsmanship and meaningful client experiences, offering both our own creations and a curated selection from…
Added 8 hours ago
AS
Senior/Lead Business Analyst- BMT
Apex Systems
Toronto, ON
- $45 to $60 USD / hour
- Contract
Initial interview with the client hiring manager.
Added 8 hours ago
GW
Senior Manager, Trademark Operations
Gowling WLG
Ottawa, ON
- $150,000 to $170,000 CAD / year
- Full-time
Gowling WLG is seeking a Senior Manager, Trademark Operations to join our Intellectual Property team. Reporting to the Director, Intellectual Property Operations, this national leadership…
Added 8 hours ago
GW
Senior Manager, Patent Operations
Gowling WLG
Ottawa, ON
- $150,000 to $170,000 CAD / year
- Full-time
Gowling WLG is seeking a Senior Manager, Patent Operations to join our Intellectual Property team. Reporting to the Director, Intellectual Property Operations, this national leadership role…
Added 9 hours ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
A National Account Director who will serve as the primary account relationship manager for commercial sellers. The core focus of this role is (1) to retain our high-value client base to…
Added 9 hours ago
FH
Senior Indigenous Cultural Advisor
Fraser Health
Surrey, BC
- Part-time
The Senior Indigenous Cultural Advisor provides leadership and guidance to the Indigenous Cultural Advisor team by ensuring Indigenous perspectives, knowledge, and approaches to wellness…
Added 9 hours ago
FH
Senior Indigenous Cultural Advisor
Fraser Health
New Westminster, BC
- Full-time
The Senior Indigenous Cultural Advisor provides leadership and guidance to the Indigenous Cultural Advisor team by ensuring Indigenous perspectives, knowledge, and approaches to wellness…
Added 10 hours ago
A
Design Manager, Data Centers
AECOM
Markham, ON
- $150,000 to $200,000 CAD / year
- Full-time
This is a senior, hands-on, client-facing role for an experienced design professional ready to lead multidisciplinary teams through the scale, speed and complexity of hyperscale, colocation…

Trowbridge

Associate, Client Experience

Toronto, ON, M5H 1A1, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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