Associate, Client Experience Team

Client Support · Toronto, Ontario
Department Client Support
Employment Type Full Time
Minimum Experience Entry-level

Associate, Client Experience Team


Locations: Toronto

 

DUTIES & RESPONSIBILITIES:

 

TAX Admin – Personal & Corporate

  • Organize, scan and upload source documents into the document management system
  • Prepare and organize working paper files for tax return preparation
  • Assemble Canadian Personal and Corporate Tax Returns and US Personal Tax Returns electronically & paper
  • Prepare documents for delivery to the Canadian Revenue Agency (CRA) on a daily basis
  • Assist in creating client authorization lists and distributing/releasing the appropriate Tax Data Organizers (annually)
  • May be asked to contact government agencies to request for extensions, verify information and request payment adjustments/allocations as necessary
  • Scan bookkeeping source documents, when required
  • Track and keep records of returned, as well as, in-house source documents


Trowbridge Client Support (TCS Admin)

  • Assist in monitoring specific client support outlook account, in the absence of the Client Support Lead
  • Set up tasks and projects for clients
  • Respond to client questions or direct tax related questions from clients to the appropriate Professional staff
  • Assist clients with difficulties navigating the Client Portal, such as, uploading/downloading information and/or resetting user password


General Administration

  • Setup New Clients and tasks into the Firm database and systems
  • Maintain and update client database ensuring accurate of client information
  • Assists with filing, correspondence, faxing, preparation and distribution of documents and other materials, and photocopying for Professional staff as required
  • Responsible for the shipments electronically & paper
  • Other duties may be assigned as necessary

 

Qualifications & Education Requirements:

  • Bachelor’s degree or community college diploma, in Business Administration, Project Management or equivalent preferred
  • 1-3 years of experience in customer services in an accounting or professional service Firm preferred
  • Strong organizational skills and ability to prioritize and manage time effectively to meet deadlines in a fast-paced environment
  • Capacity to work well in a team environment
  • Excellent interpersonal skills and able to build rapport with clients
  • Adaptability and proactive attitude
  • Strong and clear communication skills
  • Exceptional customer service
  • Proficient with software applications/programs i.e. MS Office, Word, PowerPoint, Excel, Outlook, etc.
  • Familiarity with iFirm Tax and Axcess Tax an asset
  • Willingness to learn new software packages

 

Working Conditions

  • May be required to work outside regular hours to meet workload demands and/or deadlines
  • Position requires in office attendance


COVID-19 considerations

  • In the interest of the health and safety of our employees, Trowbridge requires those that wish to work for our organization to be fully vaccinated against COVID-19.

    Thank You

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    • Location
      Toronto, Ontario
    • Department
      Client Support
    • Employment Type
      Full Time
    • Minimum Experience
      Entry-level