Tax Customer Service Specialist - Fixed Term

Job summary

The specialist acts as the primary point of contact for tax clients, managing inquiries and coordinating file statuses between offices. They also provide administrative support, including document assembly and scheduling consultations for tax staff.

Job details

Company Description Join the leader in global work. Vialto helps leading organizations identify, develop, and execute their workforce priorities with confidence. Our practice areas include global tax, immigration, rewards, advisory and Vialto private and our team is the gold standard in navigating the complexities of cross-border compliance, and workforce strategies. We look for people our clients and assignees can count on to thoughtfully deliver clear solutions to complex problems. To be the best in the business, we cultivate a dynamic, highly collaborative culture that fuels the growth of our people. We invite you to inquire boldly, learn deeply, and grow endlessly with us. You’ll work alongside recognized experts, shaping people-first, technology-driven solutions that drive the future of work. We help our clients achieve their goals and imagine new possibilities. And we can do the same for you. Whatever your aspirations, Vialto can help you find your way. Job Description What you’ll create and do As a Customer Service Specialist, responsibilities include but are not limited to: ● Act as the first point of contact for Canadian and US tax clients, handling client queries via email and phone ● Act as a key liaison between the VVN and the local office to coordinate deadlines and the status of files ● Schedule consultations with tax staff across Vialto Partners offices ● Triage incoming emails and phone calls from clients; utilize knowledge from training and provided templates to respond to inquiries ● Escalate inquiries to the Vialto Partners local office team as required ● Run reports on the status of services offered to the client, ensure service level agreements are met, monitor and send reminders as required ● Connect with government agencies and/or foreign offices (i.e. coordinate with foreign offices to obtain copies of foreign tax returns for foreign tax credit purposes, CRA, etc.) ● Support other VVN Canada team members with administrative functions such as filing, document assembly, scanning, and photocopying of additional documents, mailing and couriering documents to clients and tax authorities Qualifications What you’ll bring to this role: ● Experience in Customer Service ● A strong grasp of technology, including MS Office and Google Suite products ● Effective written and verbal communication skills, with the ability to communicate and manage expectations with clients ● Demonstrated self-motivation and a desire to take responsibility for personal growth and development ● Ability to work effectively under pressure without compromising professional standards or quality of work ● A demonstrated commitment to valuing differences and working alongside diverse people and perspectives ● Flexible in terms of work schedule, as this role services all Canadian time zones and overtime is required Additional Information -Please note this is a 3-6 month full-time contract opportunity, starting from Jan 2027 (with the possibility of extension). -Tax Compliance team members work on a hybrid schedule, in office 2-3 days per week - (mandatory training in the office) -Hourly rate range for this position is CAD $21.50-$24.50 We are an equal opportunity employer that does not discriminate on the basis of any legally protected status. Please note, AI is used as part of the application process

What you’ll do

The specialist acts as the primary point of contact for tax clients, managing inquiries and coordinating file statuses between offices. They also provide administrative support, including document assembly and scheduling consultations for tax staff.

Requirements

Candidates must have experience in customer service and proficiency with Microsoft Office and Google Suite. Strong communication skills and the ability to work effectively under pressure are essential for this role.

Listed skills

• Customer service · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Google Suite · Preferred
• Time management · Preferred
• Administrative Support · Preferred
• Data entry · Preferred
• Problem solving · Preferred
• Attention to detail · Preferred
• client relations · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Communication
• Microsoft Office
• Google Suite
• Time management
• Administrative support
• Data entry
• Problem solving
• Attention to detail
• Client relations
• Templates
• Risk Analysis
• Customer Service
• Google Workspace
• Self-Motivation
• Administrative Functions
• Triage
• Verbal Communication Skills
• Global Mobility
• Telephone Skills
• Filing
• Values Differences
• Service-Level Agreement
• Tax Compliance
• Expectation Management
• Tax Returns
• Cross-Border Compliance
• Foreign Tax Credit
• Global Mobility Programs

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Consulting
• Customer Service Specialist
• Tax Specialist
• Accountants
• Tax Preparers

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