Tax Reporting Senior Associate

3 weeks ago

Vancouver, British Columbia, Canada Raymond James Financial Full time $55,000 - $65,000

Job Overview - Tax Reporting Senior Associate

Role Summary

At Raymond James Financial, we innovate, collaborate, make decisions, deliver results, and continuously enhance our processes together.

Raymond James Financial is a premier independent investment firm providing exceptional investment solutions and services to clients seeking tailored approaches to their wealth management objectives.

Tax Reporting Senior Associate

How does this position contribute to the organization?

The Tax Reporting Senior Associate is expected to be organized, diligent, team-oriented, and proficient in technology. The individual must adhere to the department's critical deadlines and possess the ability to thoroughly investigate client inquiries while resolving issues in collaboration with internal teams and Investment Advisors.

Key Responsibilities

  • Ensure quality assurance by reviewing routine departmental tasks and projects completed by junior associates;
  • Address inquiries while providing support and solutions to internal departments and Investment Advisors as a subject matter expert;
  • Review client documentation and maintain the client database in compliance with business policies, regulatory requirements, and industry standards;
  • Process and review Canadian, Quebec, and U.S. income tax receipts during the tax season;
  • Assist in the creation of training materials and participate in the training of junior and seasonal associates;
  • Contribute to the enhancement of work processes to improve efficiency and accuracy;
  • Professionally liaise and correspond with internal and external stakeholders;
  • Develop a comprehensive understanding of Raymond James' services, operations, and industry landscape;
  • Communicate with various government agencies to address tax compliance matters;
  • Provide support to other members of the Tax Reporting team as required.

What can you anticipate from us?

Our foremost investment is in our people. Upon meeting eligibility criteria, Raymond James Financial offers flexible work arrangements , along with a competitive compensation and benefits package. Our benefits include Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and more. We also promote internal advancement and community engagement.

Qualifications

What do we seek from you?

To be considered for this opportunity, you should possess:

  • Fundamental knowledge of investment concepts, practices, and procedures utilized in the securities sector;
  • Strong professional communication abilities, both verbal and written;
  • Proven capability in establishing and maintaining positive relationships with clients and colleagues;
  • Keen attention to detail in all tasks and activities;
  • Exceptional organizational skills to effectively manage multiple responsibilities;
  • Proficiency in time management, prioritizing tasks, and meeting deadlines;
  • A customer-focused mindset with an emphasis on delivering outstanding client service.

Education and Experience:

  • Bachelor's Degree in Commerce or Business Administration preferred;
  • 2 to 4 years of relevant experience in tax or the financial services sector;
  • Professional experience in a client service capacity;
  • Completion of the Canadian Securities Course (CSC) is advantageous;
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).

We encourage our associates at all levels to:

  • Pursue professional growth and inspire others to do the same;
  • Collaborate effectively to achieve desired outcomes;
  • Make timely, pragmatic decisions with the client in mind;
  • Take ownership and hold themselves and others accountable for delivering meaningful results;
  • Contribute to the ongoing evolution of the firm.

At Raymond James Financial, we honor, value, and respect the diversity, experiences, and backgrounds of all our Associates. When associates bring their authentic selves, our organization, clients, and communities flourish; it is integral to our people-first culture. The Company is an equal opportunity employer and bases all employment decisions on merit and business needs.

Raymond James Financial is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Clients' accounts are safeguarded by the Canadian Investor Protection Fund within specified limits. A brochure detailing the nature and limits of coverage is available upon request.

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