Associate, Client Experience

DUTIES & RESPONSIBILITIES: 

• Prepare and organize working paper files for tax return preparation

• Assemble Canadian Personal and Corporate Returns and US Personal Returns electronically & paper

• Prepare documents to the Canadian Revenue Agency (CRA) on a daily basis

• Assist in creating the client authorization list and distributing/releasing the appropriate Tax Data Organizers

• May be asked to contact government agencies to request for extensions, verify information and request payment adjustments/allocations as necessary

• Scan bookkeeping source documents , when required

• Track and keep records of returned, as well as, in-house source documents

Trowbridge Client Experience (TCS Admin) 

• Assist in monitoring specific client experience outlook account, in the absence of the Senior Associate, Client Experience

• Set up tasks and projects for clients

• Create working paper file (WPF) and assemblies

• Direct tax related questions regarding completing the Tax Data Organizer, client’s Return and tax concerns to the appropriate Professional staff

• Assist clients with difficulties navigating the Client Portal, such as, uploading/downloading information via the client portal, resetting user password

• Respond to internal and external customer problems and inquires, determines appropriate action; and resolves issues or forwards to appropriate person for resolutions

• Setup New Clients and tasks into the Firm database and systems

• Maintain and update client database ensuring accurate client information

• Organize, scan and upload source documents into the document management system

• Assists with filing, correspondence, faxing, preparation and distribution of documents and other materials, and photocopying for Professional staff as required.

• Other duties may be assigned as necessary

QUALIFICATIONS & EDUCATION REQUIREMENTS: 

• Bachelors degree or community college diploma, in Business Administration, Project Management or equivalent preferred

• 1-3 years of experience in customer services in an accounting or professional service Firm preferred

• Working knowledge or experience in the accounting industry

• Strong organizational skills  and ability to prioritize and manage time effectively to meet deadlines in a fast-paced 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

• Proficient with software applications/programs i.e. MS Office, Word, PowerPoint, Excel, Outlook, etc.

• Willingness to learn new software packages

• May be required to work outside regular hours to meet workload demands and/or deadlines