Tax Intake & Client Services Specialist

Baker Tilly Canada; Iqaluit; On-site; CAD 35,000 - 55,000; Full time

Job summary

Baker Tilly Canada in Iqaluit, Nunavut, seeks a Client Service & Intake Administrator to be the first point of contact for personal tax clients, ensuring complete intake packages and clear communication from receipt to preparation during peak tax season.

You will greet clients, verify required documents, maintain intake logs, and support file setup, confidentiality, and workflows while working onsite full-time with flexible peak-period hours.

Qualifications

• Strong customer service and communication skills.
• Excellent organisation and attention to detail.
• Comfort using Microsoft Office and electronic filing systems.
• Previous administrative, reception, bookkeeping, or tax office experience is an asset.
• Ability to work onsite full-time and during peak periods.
• Flexibility to accommodate extra hours.

Responsibilities

• Greet clients and respond to inquiries professionally.
• Receive tax packages and verify intake documents.
• Identify missing information and document outstanding items.
• Ensure client preferences and contact notes are captured.
• Create and maintain paper and electronic client files.
• Support scanning, saving, and naming documents.

Skills

Customer service

Attention to detail

Office software

Administrative experience

Onsite work

Flexible scheduling

Tools

Microsoft Office

Electronic filing systems

Job description

Baker Tilly Canada in Iqaluit, Nunavut, seeks a Client Service & Intake Administrator to be the first point of contact for personal tax clients, ensuring complete intake packages and clear communication from receipt to preparation during peak tax season.

You will greet clients, verify required documents, maintain intake logs, and support file setup, confidentiality, and workflows while working onsite full-time with flexible peak-period hours.