Tax Season Client Intake Specialist (Onsite, Full-Time)

Baker Tilly Canada; Iqaluit; On-site; CAD 42,000 - 54,000; Full time

Job summary

Baker Tilly Canada in Iqaluit, Nunavut, is seeking a Client Service & Intake Administrator to be the first contact for personal tax clients. You will receive, organize, document, and track client information from intake through to preparation, ensuring complete packages and clear client communication.

Role requires strong customer service, excellent organization, and the ability to work onsite full-time. Confidentiality and teamwork with preparers are essential during peak season.

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 on a full-time basis.
• Ability to work additional hours and accommodate flexible scheduling during peak periods.

Responsibilities

• Greet clients and respond to phone, email, and in-person inquiries in a professional manner.
• Receive tax packages and verify that required intake documents are included.
• Identify missing information at intake and document what is outstanding.
• Ensure client preferences, contact information, and communication notes are clearly captured.
• Create, organise, and maintain client files using the firm's process.
• Maintain intake logs and daily status updates as directed by the Tax Operations Coordinator.
• Assist with scanning, saving, and naming documents.
• Support return assembly and final client pickup or delivery processes.
• Assist with client follow-up requests for missing documents or clarification.

Skills

Customer service

Communication

Organization

Attention to detail

Electronic filing systems

Microsoft Office

Tools

Microsoft Office

Electronic filing systems

Job description

Baker Tilly Canada in Iqaluit, Nunavut, is seeking a Client Service & Intake Administrator to be the first contact for personal tax clients. You will receive, organize, document, and track client information from intake through to preparation, ensuring complete packages and clear client communication.

Role requires strong customer service, excellent organization, and the ability to work onsite full-time. Confidentiality and teamwork with preparers are essential during peak season.