Project Specialist, Gwo Tax Reporting Department

6 months ago

Toronto, Canada Scotiabank Full time

Requisition ID: 181647

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

**L8 - Project Specialist, GWO Tax Reporting Department - Toronto, Ont.**

**Global Banking and Markets**:
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank’s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries We work together to drive ambition for every future

**Purpose**

The Project specialist will coordinate the overall Preparation and Production of the Tax reporting for globally held assets in Prime brokerage, Scotia Capital Inc., Scotia Wealth Management, ITRADE, Scotia Trust, BNS Custody Services and BNS Foreign Subsidiaries. Ensuring all activities conducted follow governing regulations, internal policies, and procedures. The Project Specialist will provide administrative and coordination support and guidance for the seamless execution of key Tax reporting deliverables to allow for transformation and compliance adherence. They will work closely under the guidance of the QI, CRA Snr. managers, Global taxation and respective Business lines and partner GWO teams to oversee the delivery of the tax campaign through project management methodology and discipline.

**Position Highlights**
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Implementation of consistency in best practices of client coverage, escalation, and incident resolution. Identification of synergies and process improvement
- Oversees responsibilities of assigned staff and responsible for the maintenance/development of performance metrics and evaluations
- Play a crucial role in ensuring that Scotiabank’s reputation is protected by adhering to Scotiabank compliance and risk framework.
- Ensure operational efficiency of the Tax Reporting Team is maintained at a high level in accordance with approved policy and procedures
- Collaborate with internal and external stakeholders to ensure regulatory tax processing is conducted at an accurate and high level
- Assist Team in the day-to-day duties of production administration and management
- Assist Management in the planning and delivery of production tasks, and tax-development tasks
- Work with the cross functional tax delivery staff to develop, coordinate, and implement tasks related to specific production processes
- Using the principals of Project Management, to plan, create, and manage the Tax Delivery production schedule and Tax Dry-Run production schedule. Assist in initiating, executing, monitoring, and completion of these tasks
- Coordinate with technical teams to prioritize and address code deficiencies. Develop a tracking system to monitor ongoing statuses and risks relating to software defects discovered during tax production and testing
- Evaluate risk levels relating to code deficiencies and suggest ways to redeploy workarounds.
- Create, prioritize, and meet assigned work deadlines and priorities; demonstrate the ability to build, calibrate, and follow detailed project plans. Ensure stakeholders are aligned on dates and responsibilities outlined in the relevant production project plan, and dynamically address production disruptions
- Understand and coordinate with technical teams in the establishment of technical environments for testing and production
- Coordinate and chair production status meetings, and status presentations including recording of issues raised, risks, minutes, and scheduling. Prepare and maintain meeting minutes, status presentations, templates, processes, and artifacts
- Through personal initiative, establish processes and methodologies that allow for continual improvement on all production processes. Coordinate through situational leadership impacted parties in a dynamic way to ensure an enhanced and more efficient delivery of tax reporting
- Proactively facilitate cross-functional stakeholder discussions to develop methodologies which add value and quality to the tax delivery process
- Understand how the

  • Assistant Manager, Tax Reporting Department

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 200660 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Assistant Manager, Tax Reporting Department - GWO** **Purpose**: Contributes to the overall success of the GWO Tax Reporting team for globally held assets in Prime brokerage, Scotia Capital Inc., Scotia Wealth Management, ITRADE,...

  • Assistant Manager

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 200573 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose**: Manages the overall success of the GWO Tax Reporting team for globally held assets in Prime brokerage, Scotia Capital Inc., Scotia Wealth Management, ITRADE, ScotiaTrust, BNS Custody Services and BNS Foreign...

  • Manager - Securitization Operations (Gwo)

    3 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 210956 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose**: Manages GWO Global Securitizations; Ensuring daily operations, business strategies, projects and initiatives are delivered in compliance with governing regulations, internal policies and procedures. Ensure that Global...

  • Tax Specialist

    6 months ago

    Toronto, Canada Career Market Full time

    Our tax department is a cohesive team that engages in compliance and tax planning projects while also assisting the audit and assurance team of the firm with their tax-related matters. This is an opportunity to work one-on-one with the managers and partners and learn the key fundamentals of Canadian tax. **Your Responsibilities will Include**: -...

  • Manager - Operational Risk & Control (Gwo)

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 200012 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose**: The Manager, Operational Risk & Control - Global Wholesale Operations (“GWO”) is responsible for supporting GWO’s operational risk and control function ensuring all activities conducted and reported in compliance...

  • Manager - Securitization Operations (GWO)

    2 weeks ago

    Toronto, Canada Scotiabank Full time

       Requisition ID: 210956Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose: Manages GWO Global Securitizations; Ensuring daily operations, business strategies, projects and initiatives are delivered in compliance with governing regulations, internal policies and procedures.  Ensure that...

  • Financial Expert

    2 weeks ago

    Toronto, Ontario, Canada SOFTRON TAX Full time

    SOFTRON TAX is seeking a skilled Financial Expert to join our team as a Tax Specialist.About the JobWe are looking for a highly motivated and organized individual who can provide exceptional customer service and support in preparing financial information, income tax returns, and ensuring professionalism in all interactions.Key ResponsibilitiesPrepare...

  • Junior Business Analyst, MS Excel

    6 months ago

    Toronto, Canada CB Canada Full time

    Junior Business Analyst - MS Excel - Tax/Lending On behalf of our client in the Banking Sector, PROCOM is looking for a Junior Business Analyst - MS Excel - Tax/Lending. Junior Business Analyst - MS Excel - Tax/Lending – Job Description Tax Module - solution analysis to implementation stages: Validation and reconciliation of data from ACBS to Tax module,...

  • Assistant Manager, Regulatory Trade Reporting

    1 month ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 209412 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose**: The Assistant Manager is responsible for helping to drive an efficient and effective Regulatory Reporting & Control function within Global Wholesale Operations. The Assistant Manager will execute daily and periodic...

  • Analyst, Fixed Income

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 193928 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Analyst, Fixed Income (GWO) - Toronto, ON** **Global Banking and Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin...

  • Accounting Specialist

    2 weeks ago

    Toronto, Ontario, Canada MIAccounting & Income Tax Inc. Full time

    Job OverviewMIAccounting & Income Tax Inc. is seeking a skilled Accounting Specialist - Financial Reporting to join our team. This role involves providing accurate and timely financial reporting, maintaining general ledgers, and preparing cheques for payroll.

  • Tax Reporting and Financial Operations Specialist

    2 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    About the RoleCI Financial is seeking a highly skilled Tax Reporting and Financial Operations Specialist to join our team. As a key member of our financial operations group, you will play a critical role in ensuring the accuracy and compliance of our tax reporting and financial transactions.ResponsibilitiesReview and analyze financial data to ensure accuracy...

  • Manager - Derivative Settlements (Gwo)

    2 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 208807 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose**: Manages GWO Settlements & Clearing for Derivative Settlements; ensuring daily operations, business strategies, projects and initiatives are delivered in compliance with governing regulations, internal policies and...

  • Project Specialist, Tax

    2 days ago

    Toronto, Canada BDO Canada Full time

    Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...

  • Tax Specialist

    5 months ago

    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...

  • Project Specialist, Tax

    3 weeks ago

    Toronto, Canada BDO Full time

    **Putting people first, every day** BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...

  • Analyst, Tax Reporting

    6 months ago

    Toronto, Canada CIBC Mellon Full time

    **Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...

  • Tax Specialist

    5 months ago

    Toronto, Canada Jobgenix Full time

    The tax department is a cohesive team that engages in compliance and tax planning projects, while also assisting the audit and assurance team of the firm with their tax related matters. This is an opportunity to work one-on-one with the managers and partners and learn the key fundamentals of Canadian tax. **Key Responsibilities**: - Preparation of complex...

  • Tax Reporting Analyst

    6 months ago

    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...

  • Project Specialist, Tax

    2 days ago

    Toronto, Canada BDO Canada Full time

    Putting people first, every dayBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...