Client Service Professional

4 days ago

Cambridge, Ontario, Canada TaxAssist Accountants Full time

Location: Cambridge, ON

Employment Type: Seasonal Full-Time (January–May)

Contract-to-Hire Opportunity: Potential for return in future seasons or transition to ongoing administrative support.

Overview

We are seeking a friendly, organized, and customer-focused Client Service Professional (Intake Coordinator) to support our tax preparation team during the busy tax season. This role is the first point of contact for clients and is essential to maintaining an efficient, professional, and welcoming office environment.

The ideal candidate excels in customer service, thrives in a fast-paced setting, and is comfortable working with digital tools and administrative workflows.

Key Responsibilities

1. Client Greeting & Intake

  • Welcome clients in a warm, professional manner upon arrival.
  • Guide clients through the intake process and ensure all required documents are collected.
  • Assist clients in completing forms and organizing their information.
  • Direct clients to tax professionals based on appointment or walk-in flow.

2. Scheduling & Appointment Coordination

  • Manage appointment bookings and update schedules daily.
  • Confirm upcoming appointments and handle rescheduling requests.
  • Coordinate client flow to minimize wait times and maintain smooth office operations.

3. Administrative Support

  • Maintain accurate digital and physical client records.
  • Scan, upload, and organize documents within internal systems.
  • Ensure tax professionals have all necessary information for file preparation.
  • Handle payment processing and issue receipts as required.

4. Customer Service & Communication

  • Respond to client inquiries by phone, email, and in person.
  • Provide clear explanations of general services, pricing, and required documentation.
  • Resolve basic issues or direct clients to appropriate team members.
  • Maintain a high level of professionalism and confidentiality at all times.

5. Office Organization & Workflow Support

  • Keep the reception area tidy, organized, and client-ready.
  • Monitor office supplies and support operational needs.
  • Assist in managing daily workflow logs and internal communication.
  • Support the tax team with administrative tasks during peak times.

Qualifications & Experience

Required

  • Strong customer service experience in a retail, office, or service environment.
  • Excellent communication and interpersonal skills.
  • Strong organizational skills with the ability to manage multiple tasks.
  • Comfort using computers, office software, and digital tools.
  • Ability to work in a fast-paced, deadline-driven environment during tax season.

Preferred

  • Experience in an administrative, reception, or front-desk role.
  • Familiarity with financial documents (T4, RRSP slips, receipts) is helpful but not required.
  • Experience with scheduling or CRM systems.

Ideal Candidate

  • Friendly, approachable, and confident dealing with clients.
  • Organized and detail-oriented with excellent time management.
  • Able to stay calm and professional during busy periods.
  • Quick learner who adapts well to new systems and processes.
  • Enjoys being part of a collaborative team environment.

Job Type: Seasonal

Contract length: 4 months

Pay: $17.60-$25.00 per hour

Expected hours: 20 – 40 per week

Ability to commute/relocate:

  • Cambridge, ON: reliably commute or plan to relocate before starting work (preferred)

Language:

  • French (preferred)

Work Location: In person

  • Funeral Services Assistant

    1 day ago

    Cambridge, Ontario, Canada Service Corporation International Full time

    Our associates celebrate lives. We celebrate our associates.Provides clerical and administrative assistance supporting funeral operations. Other general duties include meeting the general public, answering questions and providing information on funeral and cremation information and other related topics, answering phones courteously and in a polite manner,...

  • Tax Professional

    4 days ago

    Cambridge, Ontario, Canada TaxAssist Accountants Full time

    Location: Cambridge, ONEmployment Type: Seasonal Full-Time (January–May)Contract-to-Hire Opportunity: May transition to permanent full-time based on performance.Role OverviewThe Tax Professional prepares moderate-complexity personal tax returns and supports senior staff with more advanced filings. This role requires a solid understanding of Canadian tax...

  • Client Service Representative Hourly

    1 week ago

    Cambridge, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Senior Tax Professional

    3 days ago

    Cambridge, Ontario, Canada TaxAssist Accountants Canada Full time

    Location:Cambridge, ON (In-Person)EmploymentType: Seasonal Part-Time / Full-Time (Feb–May)Pay:CA$26.00 per hourRole OverviewThe Senior Tax Professional is the highest-level technical tax preparer within the practice. This role prepares and reviews complex returns, supports audit-related matters, and provides technical guidance to junior and mid-level tax...

  • Client Solutions Specialist

    6 days ago

    Cambridge, Ontario, Canada Lone Wolf Technologies Full time

    As a Client Solutions Specialist, you will lead professional services engagements with our clients and partners, including client onboarding, training, conversions, data setup and other billable services. Through needs assessment and detailed project planning, the Client Solutions Specialist will develop strong business partnerships with customers by...

  • Client Solutions Specialist

    5 days ago

    Cambridge, Ontario, Canada Lone Wolf Technologies Full time

    As a Client Solutions Specialist, you will lead professional services engagements with our clients and partners, including client onboarding, training, conversions, data setup and other billable services. Through needs assessment and detailed project planning, the Client Solutions Specialist will develop strong business partnerships with customers by...

  • Client Solutions Specialist

    6 days ago

    Cambridge, Ontario, Canada Lone Wolf Technologies Full time

    As a Client Solutions Specialist, you will lead CRM-focused professional services engagements across our platform—including client onboarding, CRM and website training, system configuration, data setup, and other billable services. Through needs assessments and detailed project planning, you will build strong partnerships with real estate brokerages and...

  • Field Service Technician

    2 weeks ago

    Cambridge, Ontario, Canada WORKFORCE Staffing Solutions Full time

    OverviewOur client is a supplier of machinery to the food industry. They are currently looking for a field service technician to service their clients primarily in the area between GTA and KW region.Candidates should have field service technician experience and have good mechanical and electrical maintenance, repair skills.The position requires regional...

  • Service Consultant

    2 weeks ago

    Cambridge, Ontario, Canada Cowan Insurance Group Full time

    The Service Consultant, Benefits Consulting, reporting to the Supervisor, Benefits Consulting, will be responsible for providing service excellence to our small-mid size national group benefits clients. Providing your block of clients with a variety of solutions will take many forms ranging from critical evaluation of the current programs and providers in...

  • Technology Lead

    5 days ago

    Cambridge, Ontario, Canada Graham Mathew Chartered Professional Accountants Full time

    Graham Mathewis a growing public accounting firm located in Cambridge, Ontario that offers its employees a great team environment, respect, and an excellent compensation package.We experience very low turnover with our team due to our commitment to a positive work environment. In conjunction with our collaborative, team member development focused work...