Assemble tax returns and manage client support requests through accurate documentation, Microsoft Office, and explicit 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 qualified 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.

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