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Client Reporting Specialist

3 months ago

Ottawa, Ontario, Canada MD Financial Management Full time
Requisition ID: 198053

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.


MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Reporting Specialist to join our team.


Is this role right for you? In this role you will:

  • Execute Canadian and/or IRS tax production activities accurately and within regulatory deadlines
  • Identify, document, and support resolution of system defects and process gaps
  • Collaborate with internal and external composition and printing partners as it related to tax activities
  • Develop and maintain related procedure and work instruction documents, and regularly review and update as required
  • Establish processes and procedures that facilitate continuous process improvement on all tax production processes, and ensure operational efficiency of the production processes
  • Support project initiatives and audits as it relates to tax

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

  • Experience in tax reporting in a financial services environment
  • Working knowledge of Microsoft Excel
  • College or University degree related to Commerce is an asset
  • Tax related courses, certifications, or completion of Canadian Securities Course (CSC) is an asset
  • Working knowledge of SPM/Confluence software is an asset
  • Critical thinking skills and are enthusiastic about delivering quality service
  • Strong reconciliation and analytical skills
  • Excellent verbal and written communication skills
  • Demonstrated proactivity, initiative, and resourcefulness
  • The ability to work independently or effectively within a team
  • The ability to manage multiple priorities in a fast
- paced environment

  • The ability to effectively manage change
  • A resultsoriented mindset
  • The capacity to assess, develop and monitor complex business processes
Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.