Client Reporting Specialist

4 weeks ago

Ottawa, Canada Scotiabank Full time

**Requisition ID**: 163219

We are committed to investing in our employees and helping you continue your career at Scotiabank.

As a Client Reporting Specialist, reporting to the Team Lead, Client Reporting, you will be accountable for the knowledge of various processes and procedures relating to interest income, capital gains, return of capital, dividends (Canadian & Foreign) and other entitlements, as they relate both to Canadian and US tax reporting. Leveraging this knowledge, the incumbent will be required to support the composition, validation, and execution of non-registered tax slips as part of the larger tax delivery program ensuring that the various accountabilities are processed to the highest standard as per regulatory requirements.

**Duties & Responsibilities**:

- Produce, reconcile, and file applicable non-registered tax slips accurately and within defined regulatory timelines for all business lines under MD Financial Management Inc.
- Support and/or execute the businesses most complex tax slips and filings.
- Oversee and contribute to the issuance of duplicate and amended tax receipts as required.
- Calculate, validate, and process manual tax calculations if applicable.
- Perform routine data integrity audits to ensure accurate and complete tax reporting and perform data clean up as required.
- Develop diverse communication channels among internal stakeholders as it relates to tax production activities.
- Proactively engage internal stakeholders to ensure tax production dependencies are identified and timelines are clearly defined to ensure regulatory deadlines, defined policies and procedures, service level agreements, and audit standards are met.
- Analyze and resolve complex tax related issues: The incumbent should analyze problems, assess the impact to the business, communicate impact on the business to management, propose best solutions and act on corrections.
- Ensure associated procedural documents are reviewed regularly and updated as required.
- Continually examine current practices to identify potential business process improvement opportunities.
- Support the implementation of regulatory projects and other business process improvement opportunities as necessary.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Sundry duties as required

**Education & Experience**:

- University degree or College diploma, preferably with a financial, tax, or accounting background.
- 5+ years’ experience in the Financial Services industry with an understanding of the rules related to non-registered investments and applicable tax-related issues.
- Understanding of US Tax reporting and Qualified Intermediary rules and requirements.
- Completion of the Canadian Securities Course is an asset.
- Thorough understanding of all accounting and administrative policies and procedures as related to client transactions.
- Experience with customer relationships management tools.
- Bilingualism (French/English) is an asset.

**Competency Requirements**:

- Accuracy & Thoroughness - Keeps an organized work environment and shows concern for accuracy/quality.
- Analytical Thinking - Show an ability to use logic and critical thinking to analyze situations and determine the appropriate course of action
- Communications - Interacts with people openly and directly. Clearly communicates in a tailored manner to the required audience/situation.
- Customer Focus - Clear focus on customer service including correcting problems correctly.
- Decision Making - Makes routine decisions as needed.
- Efficiency - Shows general concern for efficiency.
- Ability to manage multiple tasks, priorities and projects
- Must be self-starter and independent task oriented, to work with minimum supervisor based on guidance from management.
- Familiarity with regulatory/compliance aspects of the taxation of individuals, estates, trusts, corporations, and registered charities.
- Demonstrated initiative, resourcefulness and flexibility
- Sound capacity to assess, develop and monitor complex business processes
- Familiarity with regulatory/compliance aspects of tax reporting and security management

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.

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