Financial Analyst Policy Tax
2 weeks ago
**Financial Analyst Policy Tax**
**Why you’ll love this role**
The Financial Analyst - Policy Tax supports tax reporting for both life insurance policies and investment accounts. The incumbent is guided by defined procedural constraints and works collaboratively with other tax team members under the moderate supervision of the Team Lead, Policy Tax Team.
**What you’ll be working on**Performing review of daily reports, daily tasks relating to estate settlements, monthly and annual reconciliations of tax accounts-
- Ensure the accurate completion of tax reporting for investor accounts (customer tax slips and RRSP contribution receipts, TFSA filing) and government filings in accordance with established procedures-
- Review and complete weekly and monthly remittances to CRA/MRQ-
- 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 to ensure policyholder tax compliance is achieved for all Retail insurance and investment products-
- Ensure service standards and transactional performance outcome expectations are met-
- Investigate basic policyholder tax enquiries-
- Follow a fact-based customer service oriented approach to investigating and resolving service enquiries-
- Recommend changes to processes to deliver increased efficiency-
- Participate in creating and modifying P&Ps when needed for review and approval by Team Leads-
- Other duties and responsibilities as assigned.**What you’ll need to have**Completion of a college diploma with courses in finance, accounting, business administration and taxation-
- Min 2 years’ experience in insurance, financial services and/or taxation-
- Intermediate to advanced Excel skills-
- Knowledge of CRA guidelines, taxation, individual life insurance and investment products-
- Attention to detail/accuracy-
- Well-developed organizational skills-
- Working towards one of FLMI, ACS or AIAA-
- Well-developed communication skills (verbal and written)-
- Ability to conduct research, think logically, analyze and/or solve problems-
- Excellent attention to detail/accuracy-
- Ability to handle confidential information-
- Ability to work independently and as a team member**What's nice to have**Proficiency with Empire Life E-Capsil, Ingenium, C-Capsil and Unitrax systems is an asset
Reconciliation skills an asset
-Bilingualism (English/French) is an asset
**Beyond the salary**
For regular full-time positions, Empire Life offers a competitive salary and comprehensive benefits package including:
- Benefits plan-
- Pension plan-
- Social club-
- Learning & development**Get to know us**
We’re one of the top 10 life insurance companies in Canada and offer an environment that encourages the pursuit of personal and professional success. At the heart of that success is our focus on customers; we provide protection and financial security for Canadians—with a personal touch.
We acknowledge and reward talent, and support our employees in achieving and exceeding individual and organizational goals. Our goal is to make Empire Life a great place to work, learn and grow, where people can be their true selves, feel they belong and have equal opportunity for growth in their careers. We’re also committed to supporting an inclusive workplace that values diversity.
If you’re looking for an exciting opportunity and the chance to build a career in an innovative and dynamic organization, submit your resume by clicking on Apply.
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