Position Summary The Client Service & Intake Administrator is the first point of contact for personal tax clients and is responsible for receiving, organizing, documenting, and tracking client information from the time it is received through to preparation. This role is critical to ensuring complete intake packages, clear client communication, and proper file movement during peak tax season. Purpose of the role Provide reliable front-desk and intake coverage during tax season. Ensure client files are complete, documented, and ready for preparation. Maintain solid client service while protecting confidential taxpayer information. Key Responsibilities Client service and intake 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,



including questionnaires, engagement letters, direct deposit information where applicable, and authorisation forms. Identify missing information at intake and document what is outstanding so that preparers and reviewers can easily understand the file status. Ensure client preferences, contact information, and communication notes are clearly captured. File setup and tracking Create, organise, and maintain paper and electronic client files using the firm's current tax-season process. Assign or update workflow status as files move through intake, work in process, waiting for client, review, invoicing, signing/

📌 Client Service & Intake Administrator (Iqaluit)
🏢 Baker Tilly Canada
📍 Iqaluit