Senior Tax Administrator
2 weeks ago
*Contract until October 30, 2026*
JOB STATEMENT:
The Operations Tax and Estates team manages all aspects of Worldsource Financial Management responsibilities relevant to estate management and tax reporting. The team is focused on building a culture that marries a focus on compliance, best practices, and risk mitigation with meeting client needs timely and accurately, providing alternatives where applicable. This is your opportunity to join a growing, dynamic and collaborative team at Worldsource, and to utilize your skills to provide our clients with an excellent operational service experience.
RESPONSIBILITIES:
- Administrating estate cases for our clients, varying from managing the initial notification of death, to partial/total estate disbursements, and estate residuals;
- Ensuring accurate processing of documents related to each type of account using a checklist and validating information prior to settlement;
- Following up incomplete documentation related to deceased clients, and suggesting appropriate alternatives if required documentation is not available;
- Processing estate settlement, consistently following the firm’s policy and procedures and best practices;
- Assisting with the creation and delivery of estate tax slips, and reviewing and updating documentation;
- Reviewing reports related to deficiency with tax reporting with assigned frequency, and ensuring data accuracy by working with internal teams to investigate and update systems;
- Participating in ad hoc projects/analysis or reporting as assigned;
- Testing system enhancements and new functionality as it relates to both tax reporting and estate administration; and
- Assisting in other areas within the department during cyclical periods.
QUALIFICATIONS:
- Post-secondary education
- Minimum of 5 years of experience in registered plans tax reporting with an IIROC or MFDA dealer
- Advanced Microsoft Office skills (Lookups, Index, Mail Merge, Match, Pivot Table and Macro)
- Excellent communication and organizational skills
- Excellent attention to detail and problem-solving skills
- Ability to work independently as well as in a team environment
- Knowledge of Dataphile is an asset
COMPENSATION:
Commensurate with experience
If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.
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