Senior Tax Specialist leading Canadian direct tax strategy, compliance, audits, and incentives. Supporting Dow’s global materials science business and Path2Zero priorities.
About the role
- Bilingual Tax Administrator managing audits, remittances, and tax slip production at Aviso, a Canadian wealth management and investment services provider.
Responsibilities
- Ensure scheduled tax audits are processed and completed within deadlines
- Complete transaction corrections before tax production
- Address tax-related requests within SLA deadlines
- Produce tax slips and submit files to DOXIM
- Review vendor portals for accurate and current instructions
- Escalate tax-related issues requiring management intervention
- Stay current on CRA, IRS Qualified Intermediary/FATCA, and CRS rules and regulations
- Prepare and/or review year-end tax reporting forms for Plan and Non-Plan client accounts
- Monitor CRA, MRQ, IRS and CIRO websites for tax changes, share information, and update procedures
- Gather information for internal and external auditors
- Support proper Client Reporting
- Review monthly tax audit processes and validate tax reports against internal account data
- Identify and resolve outstanding items, discrepancies, and escalated issues
- Identify and implement process improvements
- Perform tax remittances and balance internal control accounts against CRA, MRQ and IRS remittance accounts
- Process weekly/monthly withholding tax remittances within deadlines
- Ensure accurate and timely non-resident and back-up withholding tax charging and remittance
- Maintain departmental procedures and recommend workflow improvements
- Report to the Senior Manager, Tax and collaborate with Reconciliation, Processing, Corporate Actions, and Tax teams
Requirements
- Post-secondary education, designation in accounting, business and/or financial administration
- 4-6 years of experience in the financial services industry, preferably in tax reporting
- Industry knowledge of CRA and CIRO rules and regulations
- Successful completion of the Canadian Securities Course or SIMA Operations Course would be an asset
- Fluency (written and spoken) in English and French are required
- Ability to work independently and on a team
- Excellent time management and organizational skills
- Pro-active and superior problem-solving abilities and strong analytical skills
- Excellent customer service orientation
- Extremely detail oriented and accurate
- Ability to work well under pressure and meet time constraints
- Intermediate computer skills in Word & Outlook; advanced skills in Excel and Access
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits
- Generous vacation time
- Fitness benefit
- Parental leave top-up options
- Matching contributions to our retirement program
- Learning & development
- Education assistance program
- Regular social events to foster teamwork
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