Trowbridge

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.