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Added 2 mins ago
GO
Depot Manager
Government of PEI
Summerside, PE
- Full-time
…key role in maintaining operational excellence, supporting team performance, and ensuring customer needs are consistently met in a safe and effective…
Added 2 mins ago
DP
Production Labourer
DME Process Systems
Charlottetown, PE
- Full-time
Reporting to the Production Team Lead, the Production Labourer will support various areas of production while maintaining quality workmanship and safe work practices.
Added 2 mins ago
DP
Welder / Fabricator
DME Process Systems
Charlottetown, PE
- Full-time
Reporting to the Production Team Lead, the Welder/Fabricator will work closely with production and engineering teams to ensure quality workmanship and efficient project completion.
Added 10 mins ago
CI
Senior Advisor, Economic Resilience
Cuso International
Ottawa, ON
- Full-time
Lead technical discussions, partner consultations, co-creation processes, and solution design workshops with donors, partners, and private sector stakeholders throughout program and project…
Added 10 mins ago
U
Human Resources Generalist
Univeris
Toronto, ON
- Full-time
Onboarding Execution: Facilitate the operational onboarding process for new team members, coordinating orientations, system setups, and introductory touchpoints.
Added 10 mins ago
CH
Business Systems Analyst
Charton Hobbs Group
Montreal, QC
- Full-time
…commercial operations reliable and their data trusted. You will lead Tier 2 and Tier 3 support and analysis for Microsoft Dynamics 365 Business Central (ERP), our Dynamics 365 CRM (XRM),…
Added 10 mins ago
JI
Production Supervisor, Paint Training and Coaching
J.D. Irving, Limited
Halifax, NS
- Full-time
…Ontario, Newfoundland and Labrador), as well as in USA. We are a team of 20,000 dedicated employees. At J.D. Irving, Limited, you are part of a dynamic team of professionals who lead with…
Added 10 mins ago
JI
Skilled Laborer
J.D. Irving, Limited
Liverpool, NS
- Full-time
…Ontario, Newfoundland and Labrador), as well as in USA. We are a team of 20,000 dedicated employees. At J.D. Irving, Limited, you are part of a dynamic team of professionals who lead with…
Added 10 mins ago
JI
Forklift Operator
J.D. Irving, Limited
Mount Uniacke, NS
- Full-time
…Ontario, Newfoundland and Labrador), as well as in USA. We are a team of 20,000 dedicated employees. At J.D. Irving, Limited, you are part of a dynamic team of professionals who lead with…
Added 10 mins ago
E
Controller / Contrôleur
Everguard
Mount Pearl, NL
- Full-time
…services, and 24/7/365 support. We are proud to employ a diverse team of professionals across Canada who are focused on delivering high-quality products, solutions, and services to our…
Added 10 mins ago
E
Controller / Contrôleur
Everguard
NS · Dartmouth, Nova Scotia
- Full-time
…services, and 24/7/365 support. We are proud to employ a diverse team of professionals across Canada who are focused on delivering high-quality products, solutions, and services to our…
Added 10 mins ago
GG
C-Construction Coordinator - Piping Construction
Grizzlytrek Group
AB
- Full-time
…to join our valued client's Owner's construction management team on a major capital energy project in Edmonton, Alberta. You will be the Owner's field representative for assigned piping…
Added 10 mins ago
VH
Pediatric Occupational Therapist - North York
VHA Home HealthCare
Toronto, ON · Lawrence Office
- Full-time
VHA Home HealthCare (VHA) is one of the largest not-for-profit home care providers in Ontario. Our team is made up of close to 3,000 caring and committed professionals who love what they…
Added 10 mins ago
VH
Occupational Therapist (Adult) - London Middlesex
VHA Home HealthCare
London, ON
- Full-time
VHA Home HealthCare (VHA) is one of the largest not-for-profit home care providers in Ontario. Our team is made up of close to 3,000 caring and committed professionals who love what they…
Added 10 mins ago
W
Director, Strategic Account Management - Research Services (Bilingual)
Walmart
Mississauga, ON
- Full-time
Lead a significant area of the Research Services business, setting direction and making thoughtful tradeoffs across client needs, commercial opportunity, team capacity, research quality and…
Added 10 mins ago
AG
Coordinator OGS Management
Adelphi Group
Toronto, ON
- Full-time
The role of the Coordinator is to support on matters related to the hiring of Omnicom offshore team (OGS) and tracking resources data to ensure operational efficiency. Their goal is to…
Added 10 mins ago
LC
Customer Service Department Manager
Loblaw Companies Limited
Yarmouth Indian Reserve No. 33, NS
- Full-time
Be constantly on the lookout for great talent to join our team
Added 10 mins ago
GD
COMBO - Sales Team Leader FT - Outlet Collection Winnipeg
Groupe Dynamite, Inc Garage
Winnipeg, MB
- Full-time
Reporting to the Store Manager, your main focus as Sales Team Lead is to promote a positive shopping experience for each customer, while leading and inspiring a high-performing team to…
Added 10 mins ago
TM
Manager, Business Innovation
Toyota Motor Corporation
Kamloops, BC · Toyota Canada Inc - Head Office
- Full-time
…transition to the appropriate business owner. You will also lead and develop a team while building alignment among diverse enterprise stakeholders, including the Business Innovation Dealer…
Added 10 mins ago
A
Mechanical Engineer/Project Manager
AtkinsRéalis
Calgary, AB
- Full-time
AtkinsRéalis is growing and our Western Canadian Engineering group is seeking a Mechanical Designer to join our growing team in Vancouver. This role supports the execution of a wide variety…
Added 10 mins ago
R
Manager NAV Production
RBC
Toronto, ON
- Full-time
Lead a team of Fund Accountants in delivering timely and accurate daily NAVs for a group of mutual funds
Added 10 mins ago
R
Senior Manager, Client Engagement
RBC
Toronto, ON
- Full-time
Lead cross-functional teams through the delivery of initiatives and strategies to reduce client attrition
Added 10 mins ago
P
Capital Projects and Infrastructure, Infrastructure Project Finance, Director
PwC
Toronto, ON
- Full-time
A career within Deals Capital Projects and Infrastructure will provide you the opportunity to deliver lead financial and strategic advisory services to our clients on infrastructure…
Added 10 mins ago
Quality Assurance Automation Engineer
T2 Systems
Burnaby, BC
…success, work together, and are hungry to learn, grow, and…
Added 10 mins ago
C
Health, Safety and Environmental Tech
Cummins
Edmonton, AB
- Full-time
Ability to work independently as well as with a team

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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