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Senior Associate, Tax and Reporting Specialist

2 months ago

Vancouver, British Columbia, Canada Raymond James Financial Full time
Job Title: Senior Associate, Tax and Reporting

About the Role:

We are seeking a highly organized and detail-oriented Senior Associate to join our Tax and Reporting team. As a Senior Associate, you will be responsible for ensuring high-quality control of routine departmental tasks and projects, responding to inquiries, and providing support and solutions to internal departments and Investment Advisors.

Key Responsibilities:

  • Review and ensure accuracy of tax-related documents and client database information.
  • Process and review Canadian, Quebec, and U.S. income tax receipts during tax season.
  • Develop and maintain training materials for junior and seasonal associates.
  • Contribute to the improvement and enhancement of work processes to increase efficiency and accuracy.
  • Liaise and correspond professionally with internal and external stakeholders.

Requirements:

  • Bachelor's Degree in Commerce or Business Administration.
  • 2-4 years of relevant work experience in tax or the financial services industry.
  • Professional experience in a client service role.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).

What We Offer:

At Raymond James, we offer a competitive compensation and benefits package, flexible workstyles, and opportunities for professional growth and development. We are committed to creating a diverse and inclusive work environment that values and respects the uniqueness of all our associates.

How to Apply:

If you are a motivated and detail-oriented individual with a passion for tax and financial reporting, please submit your application to join our team.