Client Reporting Specialist

3 days ago

Ottawa, 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 pro-activity, 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 results-oriented 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.

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