Client Experience & Tax Support Associate

Trowbridge Professional Corporation; Toronto; On-site; CAD 42,000 - 65,000; Full time

Job summary

Trowbridge Professional Corporation in Canada is seeking a detail-oriented administrative and client services professional to support tax preparation workflows, document management, and client communications. You will assemble returns, prepare CRA submissions, and coordinate with government agencies as needed.

You will also assist with client experience tasks, portal navigation, engagement letters, and internal workflow management.

Qualifications

• Bachelor's degree or diploma in Business Administration, Project Management, or equivalent preferred.
• 1-3 years of experience in customer service within an accounting or professional service firm preferred.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint) and tax software experience.

Responsibilities

• Prepare and organize working paper files for tax documentation and ensure completeness.
• Assemble Canadian Personal, Corporate, and US Personal Returns (electronic & paper) with accuracy.
• Prepare CRA documents, track submissions and ensure deadlines are met.
• Communicate with CRA/IRS for extensions, verification, and payment adjustments.
• Monitor client experience emails, respond or escalate urgent requests, and follow up on documents.
• Send client follow-ups for missing documents and confirmations.
• Guide clients in using client portal and resolve access issues.
• Assist with engagement letters and value pricing tables for clients.
• Monitor internal tax team requests via Outlook and create tax tasks.
• Download client documents and organize into folders; move tasks in PM system.
• Setup new clients and maintain client database with current info.
• Manage incoming/outgoing mail and document distribution; mail tax packages as needed.
• Provide backup receptionist duties and handle voicemail distribution.
• Contribute to team initiatives and adapt to changing priorities.

Skills

Organizational & Time Management

Communication Skills

Adaptability & Problem Solving

Professionalism & Integrity

Attention to Detail

Education

Bachelor's degree or diploma in Business Admin / related field

Tools

Microsoft Office

Excel

Word

Outlook

PowerPoint

CCH Axcess Tax

CCH iFirm

TaxPrep

Job description

Trowbridge Professional Corporation in Canada is seeking a detail-oriented administrative and client services professional to support tax preparation workflows, document management, and client communications. You will assemble returns, prepare CRA submissions, and coordinate with government agencies as needed.

You will also assist with client experience tasks, portal navigation, engagement letters, and internal workflow management.