Tax Operations Specialist

1 month ago

Toronto, Ontario, Canada CB Canada Full time
Tax Operations Analyst Job Description

CB Canada is seeking a highly skilled Tax Operations Analyst to join our team. As a Tax Operations Analyst, you will be responsible for providing analytical and process support, reporting, and analytics to assist in the generation of various tax slips and filings with Canada Revenue Agency (CRA) and Revenue Quebec (RQ).

Key Responsibilities:

  • Provide analytical and process support to assist in the generation of various tax slips and filings with CRA and RQ.
  • Investigate, improve, and redesign existing processes and pain points within the Registered Plans and Mutual Funds Tax production space.
  • Support and assist in the generation of ad hoc queries, monthly reporting for various reconciliations, and work with Operations, Wealth Partners, Technology, and Vendors to scope, test, and review Tax UAT and production cycles.
  • Generate various Tax slips and filings with CRA/RQ as required and provide Partners with necessary calculations related tax financial information.
  • Support and assist in the production of various registered plans and Mutual Funds tax products, gathering of RRSP withdrawals, RIF payments, or mutual fund income payment data and tax allocation information from Fund Accountants for various Tax reporting.

Requirements:

  • Understanding of the Federal and Provincial Tax Act as it pertains to income reporting.
  • Data literacy, process optimization, data technology tools.
  • Intermediate-Advanced Level Excel: formulas, manage data, able to find easier way to complete work, creativity, and willing to learn.
  • Drive change and solutions for root causes that they identify.
  • Data integrity issues and fix data, provide recommendations.
  • Drive continuous improvements and perform root cause analysis (find data integrity issues, identify outdated processes and technology used).
  • 1-3 years' work experience in analytical roles (data analysis, Operations Analyst, data validation, reporting, and analytics techniques).
  • A general understanding of Banking Operations and interest in financial services.
  • Experience with registered estate Tax reporting 1+ years.
  • Understanding of Canadian Federal and Provincial Tax Act as it pertains to registered and non-registered tax products, such as T550, T3GR, RC249, RRSP Contribution Receipts, 60J, 60L, TFSA, T4RSP/REL2, T4RIF/REL2, T4A/REL1 for RESP and RDSP, T3/REL16, T5/REL3 & T5008/REL18 for Mutual Funds/Structured Notes.
  • Knowledge of Canadian tax reporting requirements (Death of an TFSA/RRSP/RRIF annuitant, non-qualified investments held in a registered account, Unclaimed property and Uncashed cheque).
  • Experience in using TaxPrep software to prepare tax forms and/or T3 tax returns.
  • Withholding tax remittances and reconciliations with CRA/RQ.
  • Strong knowledge of VBA macros and other programming languages is a must.
  • Education: computer science, business, mathematics, stats, or related field, accounting, finance.
  • 1-3 years' experience as business analyst or related.

Nice to Have Skills:

  • Experience in using ISM, RPM, SEI, Unitrax (GIF II), and Baycom (SMS and Primebase) system would be an asset.

Assignment Details:

Assignment Start Date: ASAP – 18 months to start.

Assignment Location: Toronto, ON – Work Hybrid.

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