Financial Analyst Policy Tax

5 months ago

Kingston, Canada THE EMPIRE LIFE INS. CO Full time

**Financial Analyst Policy Tax**:
**Location: Hybrid - Kingston (in-office will be required)**

Empire life is looking to hire a Financial Analyst Policy Tax to join our Financial Taxation team

**Why pursue this opportunity**

**Play an integral role**:

- this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

**The opportunity**:

- collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.

**Deliver excellence - **provide a personal, accurate, professional, and courteous service and resolution to our customers.

**What you’ll be working on**- Review of daily reports and daily tasks relating to estate settlements and prepare monthly and annual reconciliations of tax accounts- Ensure the accurate completion of tax reporting for investor accounts and government filings in accordance with established procedures- Review and complete weekly and monthly remittances- Support the accurate completion of tax reporting- Preparing remittances to CRA and MRQ for Federal, Provincial and Non-Resident tax accounts- Participate in the yearly Fall and Mock testing- Support Year-end Tax by testing tax related system changes- Review and validate calculations of taxable gain on disposition and support other non-system activities- Investigate basic policyholder tax enquiries and respond appropriately within established service standards- Follow a fact-based customer service oriented approach to investigating and resolving service enquiries; escalate as deemed appropriate- Recommend changes to processes to deliver increased efficiency- Participate in creating and modifying P&Ps when needed for review and approval by Team Leads

**What we’re looking for you to have**:
- Sound knowledge of Empire Life products (i.e. insurance, financial services, investments and/or taxation)- Strong customer service experience is an asset- Completion of a college diploma with courses in finance, accounting, business administration and taxation- Intermediate to advanced Excel skills- Knowledge of CRA guidelines, taxation, individual life insurance and investment products- Working towards one of FLMI, ACS or AIAA- Knowledge of operational processes- Ability to conduct research, think logically, analyze and/or solve problems- Ability to handle confidential information- Ability to work independently and as a team member- Attention to detail/accuracy, organizational skills, strong communication skills- Proficiency with Empire Life E-Capsil, Ingenium, C-Capsil and Unitrax systems is an asset- Reconciliation skills an asset**Beyond the salary**:
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
- Competitive salaries with annual pay increases- Annual bonus program, which recognizes both strong company performance and individual contributions- Competitive uncapped commission for sales positions- A comprehensive employer-funded benefits package that includes life insurance, disability, health and dental and a generous health account- Flexible work arrangements and an annual allotment of personal health days.- Four weeks annual vacation from hire date- A defined contribution pension plan with generous employer matching- Top up programs for parental leave and compassionate leave- Employer-sponsored wellness and recognition programs
- A cash employee referral program

**Get to know us**:

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