Assemble tax returns and manage client support requests through accurate documentation, Microsoft Office, and clear professional communication skills.
The Associate, Client Experience supports Canadian Personal, Corporate, and US Personal tax return preparation. Responsibilities span CRA and IRS communications, client follow-ups, engagement letters, portal guidance, and internal tax team requests. Customer service experience within accounting or skilled services is preferred.
Key Responsibilities: Compile forms and schedules for electronic and paper returns
Communicate with CRA and IRS regarding filing matters
Send follow-ups for outstanding documents and signed forms
Prepare Value Pricing tables and engagement letters
Action internal requests,



tax tasks, and lead creation
Requirements: One to three years of preferred relevant customer service experience
Strong communication, collaboration, and client service skills
Attention to detail, professionalism, and integrity
Proficiency in Excel, Word, Outlook, and PowerPoint
CCH Axcess Tax or CCH iFirm TaxPrep experience is an asset
Bring client service, tax software, and communication capabilities to accurate returns, CRA coordination, and responsive support.

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📌 Tax Returns and Client Support Associate (Ontario)
🏢 Trowbridge
📍 Ontario