Associate, Client Experience Team - Toronto, Canada - Trowbridge

Trowbridge

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Part time

Description

Client Support

Locations:
Toronto

DUTIES & RESPONSIBILITIES:

TAX Admin
Personal & Corporate_
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
Organize, scan and upload source documents into the document management system
Scan bookkeeping source documents, when required
Track and keep records of returned, as well as, inhouse 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

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QUALIFICATIONS & EDUCATION REQUIREMENTS:_

Bachelors degree or community college diploma, in Business Administration, Project Management or equivalent preferred
13 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 fastpaced 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
Familiar with iFirm Tax and Axcess Tax preferred
Willingness to learn new software packages

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WORKING CONDITIONS:_

May be required to work outside regular hours to meet workload demands and/or deadlines
Hybrid possibilities at discretion of management, position requires in office attendance.
JOB LINK:_

Job Type:
Part-time

Salary:
$18,000.00-$19,500.00 per year

Benefits: