Wealth Operations Analyst Ii-wealth Tax

1 week ago

Toronto, Ontario, Canada TD Bank Full time

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

Overview

TD Wealth Management Operations is the operation engine for TD Wealth Management.

Wealth Management Operations supports all TD Waterhouse distribution channels, TD

Mutual Funds, TD Asset Management, TD Private Trust and TD Securities.

The Wealth Tax and Government reporting department is responsible for allocating,

preparing and issuing tax slips according to the tax eligibility of the instrument and the

government requirements. The Tax department is also responsible for ensuring that all

CRA and IRS guidelines are adhered to. When not in tax season, the department is

responsible for the project development and management for the upcoming tax season.
-
Perform monthly, quarterly and annual health check reports to assist in the accuracy of annual reporting; extensive tax knowledge is essential to validate calculation samplings.
-
Perform annual user acceptance testing (UAT) prior to production
-
Liaison with the business' to coordinate business specific tax requirements for customers
-
Liaison with respective vendors throughout the year to test and produce tax documents
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Accountable to ensure all regulatory filings are completed and mailed prior to the prescribed mail dates.
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Identify process improvements or regulatory changes and prepare a project request document if required and work with the project manager to ensure project objectives, timelines and budget are being met.
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Ensure any inquiry is managed within the prescribed timelines and follow the escalation protocol if required.
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Where requested, provide input on complex Corporate Action payments, Income and Mutual Fund transactions to ensure accurate tax reporting.
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Represent TD Wealth at Canadian industry tax meetings

Job Requirements
-
Experience in Canadian investor taxation is an asset
-
Strong time management and organizational skills to manage multiple deadlines
-
and priorities within a highly demanding environment
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Strong analytical skills with attention to detail
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Escalate issues upon discovery detailing the issue along with recommendations
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An established track record of providing exceptional customer service
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Flexibility to adapt to changing requirements during tax season

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more**
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development
**If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organiz

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