Tax Administrator, Scotiatrust, Wealth Management

2 weeks ago

Toronto, Canada Scotiabank Full time

Requisition ID: 209235

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

**Purpose**

As the** Tax Administrator,** you contribute to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. You will also ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

**Accountabilities**
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Prepares income tax returns by proactively gathering and analysing all relevant supporting documentation, such as income statements, transactions, tax slips, capital gains & losses statements, fees deductions and relevant credits.
- Discusses tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, performs detailed analysis, undertakes research and provides suggestions around specific courses of action in less complex situations.
- Understands 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, while ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Practices, ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Champions a high performance environment and contributes to an inclusive work environment.

**Education / Experience / Other Information**
- Post-secondary degree or diploma
- Willing to complete the STEP or CSI Taxation Courses and keeps up-to-date with respect to legislative changes, particularly the frequent changes to the taxation of individuals, estates, trusts, corporations, and registered charities
- Excellent computer skills are required, particularly in the use of tax preparation programs and MS Office, SalesForce and the Broadridge Trust System

Location(s): Canada : Ontario : Toronto

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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