Administrator, Client Services [Tax/Claims]

Doane Grant Thornton LLP; New Brunswick; On-site; CAD 45,000 - 60,000; Full time

Job summary

A professional services firm in Canada seeks an Administrator for Client Services. This role involves supporting Tax and Claims teams with responsibilities including preparing T1 returns, processing claims, and maintaining client communications. The ideal candidate will possess exceptional interpersonal skills, strong attention to detail, and proficiency in Microsoft Office. Benefits include profit sharing and flexible working arrangements, with a requirement to work on-site 4 days a week.

Benefits

Profit sharing

Flex days

Wellness benefits

Concierge-like benefits

Work from anywhere in Canada for 4 weeks

Qualifications

• Exceptional interpersonal skills to build strong relationships with clients and collaborate effectively with colleagues.
• Demonstrated verbal and written communication skills.
• Excellent organizational skills with the ability to prioritize tasks.
• Strong attention to detail and accuracy in all aspects of work.
• High computer literacy, including proficiency in Microsoft Office.

Responsibilities

• Prepare T1 returns for individuals in bankruptcy using TaxPrep software.
• Process secured and unsecured claims accurately.
• Assist with processing Disability Tax Credit correspondence.
• Serve as the primary contact for CRA MyAccount authorizations.

Skills

Interpersonal skills

Verbal and written communication

Organizational skills

Attention to detail

High computer literacy

Analytical and critical thinking

Ability to work independently

Experience with Tax Prep software

Experience in the Insolvency industry

Job description

Who We Are

You know those big cities that still feel like small towns? Where everyone’s friendly and helps each other out? That’s like Doane Grant Thornton. Except here we’re all professionals and there isn’t a mayor or a general store. What we’re trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ about 3000 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. That’s what’s most important to us. We’re building a thriving organization that’s purpose driven and still want to remember what your favourite milkshake flavour is.

This position will provide support to two functional teams. From February through June 15, the incumbent will dedicate their efforts exclusively to the Tax team. For the remainder of the year, responsibilities will be divided equally between the Tax and Claims teams.

As an Administrator, Client Services, your responsibilities will include:

Tax related duties:

• Prepare T1 returns for individuals in bankruptcy (prior, pre-, and post-bankruptcy) using TaxPrep software.
• Prepare provisional returns to support the Tax Manager as required.
• Track the status of completed returns and communicate instances of non-compliance to clients.
• Review Notices of Assessment received from the Canada Revenue Agency (CRA).
• Assist with processing Disability Tax Credit correspondence and related payments.
• Serve as the primary contact for CRA MyAccount authorizations related to bankruptcy filings.
• Provide clerical support to the Tax team, including scanning, file assembly, and entering relevant information into the insolvency management software (Ascend).

Claims related duties:

• Process secured and unsecured claims accurately and in a timely manner.
• Fulfill requests for creditor packages from stakeholders promptly and professionally.
• Correspond with creditors regarding the completion of proof of claims and provide updates on the status of submitted claims.
• Collaborate with administration teams to ensure all deadlines are met and documentation is complete.

Doane Grant Thornton

If you’re a bit like us, you’re driven to connect with how others are feeling and thinking. Here we walk in others shoes before taking action. Just imagine being part of a team that puts “we before me”, where flexAbility is a mindset, and where you trust your colleagues to have your back. At Doane Grant Thornton, you’ll work with inspiring leaders who support your development, both personally and professionally. This is a place where your insatiable curiosity enables you to think, see and hear from a variety of perspectives, a place where every day is different and having the courage to grow is part of who you are. And when all this comes together, well that’s when the magic happens!

Want to learn more about who we are and how we live our purple every day? Read our colleagues’ stories at www.discoveryourpurple.ca

Think you’ve got what it takes to be an Administrator, Client Services? Like the colour purple? Great. Here's a few more boxes we’re also hoping you can tick:

• Exceptional interpersonal skills to build strong relationships with clients and collaborate effectively with colleagues.
• Demonstrated verbal and written communication skills, including the ability to compose professional documents and communicate effectively with clients, colleagues, and third parties in-person, by phone, or virtually.
• Excellent organizational skills with the ability to prioritize tasks in a fast-paced, deadline-driven environment.
• Strong attention to detail and accuracy in all aspects of work.
• Ability to manage a high volume of work while maintaining quality standards.
• High computer literacy, including proficiency in Microsoft Office (Outlook, Excel, Word) and ability to learn new programs quickly.
• Experience with Tax Prep software is an asset.
• Strong analytical and critical thinking skills for effective problem-solving and decision-making.
• Ability to work independently and take ownership of tasks while thriving in a collaborative team environment.
• Desire to learn and grow professionally, contributing to a high-performing team culture.
• Experience in the Insolvency industry is an asset.

At Doane Grant Thornton we’re focused on making a difference in the lives of our clients, our colleagues and our communities. That’s our purpose. Or, as we like to say, living our purple.

What's in it for you?

Profit sharing, Flex days, RRSP contributions, Firmwide holiday closure, Wellness benefits, Concierge-like benefits, Work from anywhere in Canada in the summer for 4 weeks, and more!

Our special culture shines through when we have the opportunity to connect in person. That’s why we’re working in a model where teams are required to be together in the office 4 days per week.

Are you ready to Discover Your Purple?

Doane Grant Thornton is committed to employment equity, human rights and respectful workplace principles throughout the life cycle of employment, including at the recruitment and hiring stages. We welcome applications from members of all equity deserving groups, including persons with disabilities, women, racialized and/or Indigenous applicants. Should you require accommodation in relation to the recruitment process, please notify us by emailing and we will work with you to meet your accommodation needs.