Team Lead, Tax Reporting

2 weeks ago

Vancouver, Canada Odlum Brown Limited Full time

**WHO WE ARE**

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

**CULTURE AND VALUES**

Guided by a set of timeless core values - Clients First, People, Accountability, Independence, Integrity and Community - we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

**PEOPLE**

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers - all with diverse backgrounds and experiences to share from around the globe. You will work with really interesting people and make great friends, too.

**COMMUNITY**

We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

**PROFESSIONAL DEVELOPMENT**

Continuous learning matters. We are committed to providing career-long support for learning and growth.

**THE OPPORTUNITY**

**We have an opportunity for a Team Lead, Tax Reporting to join our award-winning firm in the Vancouver office.**

**WHAT YOU’LL DO**

**RESPONSIBILITIES**
- Provide expert advice in processes and best practices related to tax reporting to team members, Advisors and their advisory support teams
- Ensure deadlines are met with CRA and IRS tax remittances and perform tax preparation during tax season
- Conduct accurate reconciliations of tax reporting on income, reorganizations and manual adjustments
- Investigate discrepancies from reconciliations and make necessary adjustments
- Deliver client service excellence by responding to inquiries accurately and timely
- Serve as the first point of contact for escalation of any urgent issues
- Partner with Compliance, New Accounts and Financial Services departments to remain current on new developments in tax reporting, anticipate impact to existing processes and execute changes as required
- Communicate department initiatives, changes and updates to team members
- Ensure standard operating procedures are followed and service-level agreements are met
- Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes
- Participate in cross-functional department reporting, audit and review projects
- Maintain up-to-date knowledge of taxation industry by participating in relevant meetings and seminars

**KNOWLEDGE AND EXPERIENCE**
- 2+ years of investment industry experience, with extensive knowledge of tax reporting processes
- People leadership experience is a strong asset
- Self-starter and continuous learner with the capacity to work independently
- Demonstrated flexibility and willingness to assist others
- Critical thinker and skillful decision maker, adaptable in a changing regulatory environment
- Excellent organizational skills, able to prioritize important and time-sensitive tasks
- Ability to work efficiently and accurately in a fast-paced, dynamic environment, with a sharp eye for detail
- Strong verbal and written communication and presentation skills
- Experience with the Broadridge Dataphile platform required
- Proficiency in Microsoft 365 (Outlook, Word, Excel and PowerPoint)
- Completion of securities and investment industry-related courses is an asset

**WHAT WE OFFER**

A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other’s contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary of $60,000 - 65,000/year, plus the potential for bonuses.

Our team is growing, and we’ve got room for one more if you’re interested. If this sounds like the environment you’d like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume by **January 3, 2025.**

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be i

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