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Added 7 mins ago
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Project Manager - AJISS Performance Management
Thales
Ottawa, ON
- Full-time
…requirements and to the satisfaction of the customer. The ability to lead and motivate an integrated project team will be key to the success of the PM and the execution of the…
Added 7 mins ago
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Senior IT Developer
TD
Toronto, ON
- Full-time
Leads the creation of a comprehensive end-to-end detailed solution with overall accountability for the technical design and delivery of the System Design Specification (SDS) and is largely…
Added 7 mins ago
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Medical Advisor Neuroscience
Ipsen
Mississauga, ON
- Full-time
…support cross-functional groups. The Medical Advisor will be the lead medical representative on brand teams. Expertise will be utilized for tasks such as medical review of promotional and…
Added 7 mins ago
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Consultant, Process Engineering
CIBC
Toronto, ON
- Full-time
…of working. Your exemplary project and change management and technical skills will be essential in implementing enhancements to existing processes, ensuring successful adoption and…
Added 7 mins ago
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On Call Flight Simulator Electronic Technician (Part-Time)
CAE
Montreal, QC
- Part-time
As part of the Technical Services department within CAE’s Civil Training and Services division, perform all preventative and corrective maintenance tasks on several CAE and non-CAE flight…
Added 7 mins ago
FM
Sustaining Engineer – R&D
FluidAI Medical
Kitchener, ON
- $65,000 to $80,000 CAD / year
…something on the line doesn’t behave as designed, you’ll be the technical resource who helps find out why: pulling production data, talking to technicians, running bench experiments, and…
Added 7 mins ago
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Research and Development Engineer (Intermediate)
FluidAI Medical
Kitchener, ON
- $75,000 to $90,000 CAD / year
Lead design, prototyping, and testing of subsystems for FluidAI’s next-gen medical devices through literature review, design, prototyping and testing.
Added 22 mins ago
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Representative - Outside Sales
Wesco
Edmonton, AB
- Full-time
…engage with all levels of the customers’ organizations including technical, operations, supply chain and executive management. You may be required to develop and deliver sales bids,…
Added 22 mins ago
Senior Hydrogeologist
GHD Group Pty Ltd
Mississauga, ON
Team Leadership: Lead scientific teams and support less-experienced colleagues by providing technical guidance, coaching and mentoring in the delivery of hydrogeology projects.
Added 22 mins ago
Manager, Underwriting - Programs & Operations - WSI
Wawanesa Insurance
Toronto, ON · North York - Toronto, ON (Hybr, ON
Lead, coach and develop underwriting and operations staff, setting clear objectives, accountability, technical standards and documentation expectations.
Added 22 mins ago
Team Lead -Business Banking - Greater Ottawa
Scotiabank
Ottawa, ON
The Team Lead is responsible for leading, overseeing and providing strategic direction to the Canadian Small Business (SB) sales force. This role ensures business strategies, plans and…
Added 22 mins ago
Manager, Analytics
Scotiabank
Toronto, ON
Lead, mentor, and develop a team of analysts, fostering a culture of collaboration, accountability, and continuous learning.
Added 22 mins ago
Senior Manager, Learning Design & Delivery - Toronto, ON
Scotiabank
Toronto, ON
…with business partners and the Practice Excellence team to lead program management, and delivery ensuring alignment to…
Added 22 mins ago
Senior Supervisor Construction
Gibson Energy
Edmonton, AB · Hardisty, AB · AB · Calgary, AB
As the Senior Construction Supervisor, you’ll lead construction planning and execution across Gibson Energy’s growth and maintenance capital programs. You’ll provide leadership to field…
Added 22 mins ago
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Account Representative I
Genuine Parts Company
Quesnel, BC · UAPINC
- Full-time
Delivers effective sales presentations and ensures technical requirements are met.
Added 22 mins ago
GP
Sales Development Rep
Genuine Parts Company
Edmonton, AB · UAPINC
- Full-time
Works with Motion customer service representatives on order entry, tracking, and other technical needs.
Added 22 mins ago
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Project Controls Supervisor - Delivery Centre
Stantec
Fredericton, NB
- Full-time
…This position demands a strong client focused leader, with technical proficiency, and a collaborative mindset to work effectively with project managers, technical team members, and clients.…
Added 22 mins ago
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Business Project Manager, financial field
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
looking for two senior project managers to lead business projects in the
Added 22 mins ago
Global Mobility - Expatriate Tax - Manager - Vancouver
EY
Vancouver, BC
As a Manager within our Mobility – Expatriate Tax team, you will lead the delivery of cross‑border tax services for globally mobile employees, executives, and their employers. You will…
Added 22 mins ago
SAP SuccessFactors Consulting Manager - Technical Integrations Lead
EY
AB · Toronto, ON · Calgary, AB
We're seeking a dynamic and technically skilled SAP SuccessFactors Consulting Manager - Technical Integrations Lead to join our growing HR Technology practice. This role is ideal for…
Added 22 mins ago
Shop Service Technician
Nestle Operational Services Worldwide SA
Barrie, ON
We strive to lead a people-focused culture that empowers employees to bring their authentic selves to work each day. There are 3,400+ members of Nestlé Canada celebrated for taking action…
Added 22 mins ago
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Junior Thermal Mechanical Engineer
Ecolab
Calgary, AB · CAN-Calgary Office Quarry Park
- Full-time
…production. Reporting to the Thermal Mechanical Engineering Team Lead, this role offers an excellent opportunity to build technical expertise and contribute to innovative cooling solutions…
Added 22 mins ago
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Senior Project Manager
Blackline Safety
Calgary, AB
- Full-time
Lead multiple concurrent projects ranging from business process improvements to enterprise software implementations and technology transformation initiatives.
Added 36 mins ago
Territory Sales Manager
Influence Marketing
Montreal, QC
Train & Empower Retail Staff: Lead interactive product knowledge sessions, formal demos, and quick huddles for store associates so they can speak confidently about our devices and ecosystem.
Added 36 mins ago
TI
Environmental Facilitator
Tolko Industries
High Prairie, AB
- Full-time
…and the environment. In this hands‑on, impactful role, you’ll lead the development, implementation, and ongoing management of environmental programs across our High Prairie, Alberta…

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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