Support tax preparation and client communications as an Associate, Client Experience, using organization, accuracy, and professional service skills.
This associate prepares Canadian Personal, Corporate, and US Personal Returns and related CRA documents. The work combines client portal support, Outlook monitoring, document management, and tax administration. It suits candidates with customer service experience in an accounting or professional service firm.
Key Responsibilities:
- Organize, categorize, sort, and bookmark working paper files
- Assemble accurate Canadian and US personal tax returns
- Draft, review, and track CRA submissions
- Respond to client requests and prioritize urgent emails
- Guide clients through portal uploads, downloads, and access issues
Requirements:
- One to three years of preferred customer service experience
- Experience in accounting or professional service firms preferred
- Microsoft Office Suite proficiency, including Excel and Outlook
- Bachelor's degree or community college diploma preferred
- Willingness to learn new technologies and software applications
Apply organizational, communication, and tax administration skills across client service, CRA documents, and accurate return preparation.
