Client Coordinator and Quality Control Associate

C & V Income Tax Services; London; On-site; CAD 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Client Coordinator and Quality Control Associate to blend client-facing responsibilities with document management. This role requires strong communication skills, attention to detail, and a solid understanding of the Canadian Income Tax Act. You will be the first point of contact for clients, ensuring their needs are met while maintaining a seamless workflow. With a focus on adaptability and reliability, you will thrive in a dynamic environment, working varied shifts during the busy tax season. Join this innovative team and make a meaningful impact in client service and quality control.

Qualifications

• Strong client communication skills and attention to detail are essential.
• Adaptability and understanding of Canadian privacy laws are required.

Responsibilities

• Greet clients, determine needs, and triage incoming clients efficiently.
• Review documents for accuracy and assemble tax returns.

Skills

Client Communication

Attention to Detail

Adaptability

Understanding of Canadian Income Tax Act

Fluent English

Education

High School Diploma

Post-secondary education in related field

Tools

Tax Cycle

Adobe Acrobat

Microsoft Office (Word and Excel)

Google Suite

Job description

Client Coordinator and Quality Control Associate

Job Summary

This role blends client-facing responsibilities with essential document management tasks. As the Client Coordinator, you will represent C & V Income Tax Services, serving as the first point of contact for clients. You’ll maintain regular communication with clients, team members, and the executive team to ensure seamless operations and workflow. To excel in this role, confidence, compassion, and a positive attitude are essential. Additionally, as the Quality Control Associate, you will be the final checkpoint for identifying and correcting any errors before documents are delivered to clients. Strong attention to detail and the ability to handle repetitive tasks efficiently will be crucial to your success.

Responsibilities

• Greeting clients and determining their needs
• Triaging incoming clients and logging them into our Client Tracker software
• Communicating with the tax preparers to ensure the clients are seen in a timely and efficient manner
• Transferring files between tax preparers and management
• Determining the accuracy/completeness of the final product; reviewing documents for typographical errors
• Assembling tax returns
• Communicating with clients via phone, email, and/or in-person
• Roles may be fluid so trainability, reliability, and especially adaptability are required
• Candidates should have an understanding of Canada's privacy laws, a strong base of knowledge in the Canadian Income Tax Act, and speak clear and fluent English
• A desire to learn, improve, and excel is an asset
• Software used includes: Tax Cycle (tax software), Adobe Acrobat, Microsoft Office (Word and Excel), Google Suite, and more
• Training will be provided

Qualifications

Job Requirements

Roles may be fluid and job rotation is likely. Trainability, reliability, and especially adaptability are required for all positions. The selected candidates will be expected to work a variety of weekday, evening, and Saturday shifts February through April. We operate on extended hours during the three months and our hours of operation are Monday through Friday 9:00 am - 9:00 pm and Saturday 9:00 am - 6:00 pm. Most shifts will be either 4 or 8 hours. The hours for this position will vary from week to week, approximately 35-40 hrs each week. Additional hours and paid overtime may be available to those who are interested. Training is 3 weeks in January, consisting of 4.5 hour shifts either 9:00am - 1:30pm or 1:30pm - 6pm.

Rate of Pay

$19.60 - $20.80 per hour based on experience and availability (Overtime rate of $29.40 - $31.20/hour).

Hiring organization

C&V Income Tax Services

Employment Type

Co-op

Beginning of employment

2025 - Winter

Duration of employment

4 months Jan - April

Job Location

London ON (On Site)