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Added 13 mins ago
FM
Manager, Application Support and Software Development
Farm Mutual Re
Cambridge, ON
- Full-time
Reporting to the AVP, Development and Infrastructure, the Manager, Applications and Software Development leads the development team and oversees the lifecycle, operational stability and…
Added 13 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Douglasdale, Calgary, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 13 mins ago
RB
Manager NAV Production
Royal Bank of Canada
Toronto, ON
- Full-time
Accounting, Change Management, Coaching Others, Customer Service Management, Financial Accounting Systems, Financial Risk Management (FRM), Operational Delivery, Process Management, Risk…
Added 13 mins ago
RB
Senior Manager, Client Engagement
Royal Bank of Canada
Toronto, ON
- Full-time
…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 onboarding and…
Added 13 mins ago
UH
Administrative Assistant II, Medical
University Health Network
Toronto, ON
- Contract
Excellent interpersonal and customer service skills
Added 13 mins ago
SI
Senior Pega Enterprise Architect – Wealth Management
Spruce InfoTech Inc.
Toronto, ON
- Contract
…structure, enterprise integrations, and large-scale solution delivery. In addition, the candidate should understand key Wealth Management processes and be able to translate business…
Added 13 mins ago
DF
Executive Director
Dress for Success Central Alberta
Red Deer, AB
- Full-time
Provide strategic leadership for the continued development, sustainability, and expansion of the Career Hub as a cornerstone of service delivery.
Added 14 mins ago
PA
Parts Driver
Pfaff Automotive Partners Inc.
Concord, ON
- Full-time
Maintain distribution and delivery logs and communicates status of deliveries to the Parts Manager.
Added 14 mins ago
TI
Mapping Technician
Teranet Inc.
Toronto, ON
- Full-time
Teranet is Canada’s leader in the delivery and transformation of statutory registry services with extensive expertise in land and commercial registries. We also market insightful property…
Added 14 mins ago
EI
Technical Program Manager
Extend Information Systems Inc.
Mississauga, ON
- Full-time
We are looking for an experienced Project/Program Manager with strong delivery management skills, expertise in Agile methodologies (Scrum and SAFe), and the ability to drive initiatives…
Added 14 mins ago
RC
Technical Program Manager
Reuben Cooley Inc.
Mississauga, ON
- Full-time
We are looking for an experienced Project/Program Manager with strong delivery management skills, expertise in Agile methodologies (Scrum and SAFe), and the ability to drive initiatives…
Added 29 mins ago
CO
Recreation Coordinator
City of Dawson
Dawson City, YT
- Full-time
The City of Dawson is seeking applications for a Recreation Coordinator. Reporting to the Parks & Recreation Manager, the Recreation Coordinator is responsible for coordinating the…
Added 29 mins ago
B
Senior Counsel, Wealth Management
BMO
Toronto, ON · FCP
- Full-time
Provides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, policies and developments for and on behalf of BMO Financial Group's Wealth Management…
Added 29 mins ago
AA
2026-073 Quality Manager
Atikameksheng Anishnawbek
ON · Naughton, Ontario
- Full-time
- Contract
The Quality Manager supports Atikameksheng Anishnawbek operations, excellence in program and service delivery, Debendaagziwaad satisfaction and operational efficiency and improvement…
Added 29 mins ago
J
Enterprise Account Manager
JAGGAER
Canada
- Full-time
About the role as an Enterprise Account Manager at Jaggaer, you will grow revenue within a portfolio of large enterprise accounts by understanding each customer's strategic objectives,…
Added 29 mins ago
YD
Operations Manager, Term Role – 6 months – Application Deadline: October 30, 2026
Yellowknives Dene First Nation
Yellowknife, NT
- Contract
Reporting directly to the Director, Public Works & Infrastructure, the Operations Manager is responsible for the day-to-day operation and maintenance (O&M) of all PWI services and assets.…
Added 29 mins ago
BG
Service Technician - Field
Brandt Group of Companies
Brandon, MB
- Full-time
Operate within budgets and approvals established by the Service Manager.
Added 29 mins ago
DF
Executive Director
Dress for Success Central Alberta
Red Deer, AB
- Part-time
Provide strategic leadership for the continued development, sustainability, and expansion of the Career Hub as a cornerstone of service delivery.
Added 29 mins ago
SO
Marketing Manager
Spirit of Math Schools Inc.
Toronto, ON · North York, ON
- Full-time
The Marketing Manager provides overall leadership, strategic direction and operational accountability for the Spirit of Math Marketing Department. The role translates organizational growth…
Added 29 mins ago
IG
Bilingual Customer Excellence Associate
IMCD Group
Brampton, ON
- Full-time
…Building and maintaining strong relationships with customers and service providers is crucial for sustaining profitability. The role requires effective time management to meet customer…
Added 29 mins ago
KC
Senior Campaign Manager, Social
Kim Cosic Consulting Inc.
Toronto, ON
- Full-time
The role of the Senior Campaign Manager, Social is responsible for the overall account performance and execution. Their goal is to provide best in class expertise and recommendations that…
Added 29 mins ago
TH
Sr. Manager, Restaurant Technology Deployment & Vendor Management, Tim Hortons
Tim Hortons
Toronto, ON
- Full-time
The Sr. Manager, Restaurant Technology Deployment & Vendor Management is responsible for leading the successful execution of strategic restaurant technology programs with a primary focus on…
Added 43 mins ago
F
Webber - Project Manager - Infrastructure Management
Ferrovial
Hamilton, ON · CAN - Webber - Infra - Hamilton
- Full-time
…including traditional design bid build, design build, alternative delivery models and public private partnership (P3) solutions. Webber also has an in-house engineering services department…
Added 43 mins ago
Buyer and Materials Specialist
Metergy Solutions
Ottawa, ON
Escalate supplier, cost, quality, availability or delivery concerns to the Supply Chain Manager.
Added 43 mins ago
W
Commis d'entreprot/Shipper-Receiver
Westlake
Terrebonne, QC · Distribution - Terrebonne
- Full-time
…There is frequent direct interaction with customers requiring delivery of excellent customer…

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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