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Added 4 mins ago
DF
Restaurant manager
Damrell Foods Limited
Brampton, ON
- From $36.92 CAD / hour
- Full-time
- On-site
Added 6 mins ago
Office Manager
The Government of Nova Scotia
HALIFAX, NS
…regional-level and local events, administers the province’s 911 service, maintains critical communications infrastructure and supports operations of our regional emergency management…
Added 11 mins ago
OR
Wireless Manager - 3102 Thompson
OSL Retail Services Inc
Thompson, MB
- Other
…locations across Canada, and we are growing fast! As a Wireless Manager, you are key to our success. That’s why we’re looking for a results-driven, hands-on manager to manage and develop a…
Added 11 mins ago
Gerant de la Boutique - Carrefour Laval
Lush Handmade Cosmetics
Montreal, QC
Service à la clientèle : collaborer avec votre équipe sur des plans pour dépasser vos
Added 11 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 11 mins ago
CC
Coordinator, Registration Compliance
CPA Calgary Chapter
Edmonton, AB · AB · Calgary, AB
- Full-time
The Coordinator, Registration Compliance is responsible for providing day-to-day professional and timely service to all members. The Coordinator, Registration Compliance will be required to…
Added 11 mins ago
AR
Food and Beverage Supervisor
Algonquin Resort
Kingston, ON
- Part-time
Notifies manager of incidents or conflicts that affect normal business operations or guest service.
Added 11 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Douglasdale, Calgary, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 11 mins ago
CP
Business Development Manager
Colliers Project Leaders
Vancouver, BC
- $100,000 to $120,000 CAD / year
- Full-time
Join our team as a Business Development Manager in Vancouver, BC
Added 11 mins ago
SC
Food Service Worker (PT Permanent) - 6290A
Starling Community Services
Waterloo, ON
- Part-time
Under the direction of the Assistant Manager, Food Services delivers exceptional and caring service to residents from independent living to memory care.
Added 11 mins ago
Retail Assistant Brand Manager, Sandro/Maje, (Holt Renfrew Ogilvy, Montreal)
SMCP NORTH AMERICA (US, CANADA)
Montreal, QC
As an Assistant Brand Manager, you’ll be a key leader in delivering an elevated client experience while inspiring and coaching your team to achieve excellence. You’ll lead by example,…
Added 11 mins ago
AF
Financial Service Representative - LendDirect Office 1677
Attain Finance
Toronto, ON · Scarborough, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 11 mins ago
RB
Manager NAV Production
Royal Bank of Canada
Toronto, ON
- Full-time
Ensure all deadlines and Service Level Agreements (SLA) are met
Added 11 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 11 mins ago
UH
Administrative Assistant II, Medical
University Health Network
Toronto, ON
- Contract
Excellent interpersonal and customer service skills
Added 11 mins ago
UH
Registered Dietitian
University Health Network
Toronto, ON
- Part-time
Working under the direction of the Operational Manager and in collaboration with other members of the interdisciplinary team, this Casual Registered Dietitian position will support all…
Added 11 mins ago
UH
Social Worker
University Health Network
Toronto, ON
- Part-time
Working under the direction of the Manager and in collaboration with other members of the interdisciplinary team, this casual social work position will support the weekday and weekend…
Added 11 mins ago
D
Catering Sous Chef
Dexterra
Mississauga, ON
- Up to $25 CAD / hour
- Full-time
Under the general supervision of the Chef Manager, the Sous Chef oversees procuring, organizing, planning, preparing and/or directing the preparation of all catering events. This role also…
Added 11 mins ago
D
Sous Chef with Baker Experience
Dexterra
Mississauga, ON
- $25 to $28 CAD / hour
- Full-time
Under the general supervision of the Chef Manager, the Sous Chef oversees production, organizing, planning, preparing and/or directing the preparation of all catering events/commissary…
Added 11 mins ago
EC
Profit Centre Manager - Emco Plumbing Division
EMCO Corporation
Moose Jaw, SK
- Full-time
Our purpose is to help build stronger communities by delivering the products, expertise, and service that support critical systems in residential, commercial, industrial, and infrastructure…
Added 11 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Hamilton, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 11 mins ago
B
Regional Manager with Blue sky (Botwood)
Brightisle
Botwood, NL
- Full-time
Brightisle is seeking a Regional Manager to provide leadership, coaching, and oversight across assigned homes. Reporting to a Regional Director, this role plays a key part in creating safe,…
Added 11 mins ago
MF
Unreal technical artist - Previz
Moment Factory
Montreal, QC
- Full-time
…exclusively on Simulation, our internal project previsualization service. This initiative enables our teams and clients to visualize projects at scale and in the most realistic context…
Added 11 mins ago
OG
Civil Foreperson – Underground Utilities
Onni Group of Companies
Vancouver, BC
- Full-time
Plan, organize, and execute work related to watermain, sanitary, storm, and service installations
Added 11 mins ago
SI
Senior Pega Enterprise Architect – Wealth Management
Spruce InfoTech Inc.
Toronto, ON
- Contract
Advisor servicing: Supporting workflows that enable financial advisors, relationship managers, client service teams, and operations teams to manage client requests and cases effectively.

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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