Tax Administration Professional

3 weeks ago

Toronto, Ontario, Canada Aviso Wealth Full time
Aviso Wealth: A Workplace of Excellence

Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians. We're committed to leadership, innovation, partnership, responsibility, and community. Our dynamic 'oneaviso' culture sets us apart, making us a great place to work.



The Opportunity: Tax Administrator

We're seeking a highly skilled Tax Administrator to join our Operations team. Reporting to the Senior Manager, Tax, you'll be responsible for ensuring all tax receipt audits are completed as per schedule deadlines. This involves processing tax monthly withholding tax remittances and delivering them within SLA, CRA, MRQ, and IRS filing deadlines.



Duties and Regulatory Responsibilities

You'll be responsible for ensuring all trustee and government regulatory requirements are met. Your knowledge of CRA, MRQ, IRS, CIRO, and CRS rules and regulations will be current, and you'll work closely with the Reconciliation, Processing, and Corporate Actions Department. You'll also be responsible for tax slip production and delivery of files to our print vendor.



Key Responsibilities:


  • Ensure scheduled tax audits are processed and completed within deadlines
  • Ensure any transaction corrections are corrected and completed before tax production
  • Address all tax-related requests received via the tax inbox and Creatio within SLA deadlines
  • Responsible for Tax Slip Production and submission of files to DOXIM
  • Reviews all vendor portals before their deadlines to ensure all instructions are correct and current
  • Escalate any tax-related issues that require management review and intervention
  • Stay current on CRA, IRS, Qualified Intermediary/FATCA rules/CRS rules and regulations
  • Perform quality control on the daily duties of the junior tax reporting associates
  • Prepare and/or review year-end tax reporting forms for Plan and Non-Plan client accounts
  • Monitor CRA, MRQ, IRS, CIRO websites regularly for tax changes and share the information with the team
  • Gather information for the internal and external auditors
  • Offer operations support and service
  • Review current process of monthly tax audits of tax reporting
  • Performs data validation checking tax reports against accounts in our internal system
  • Identify outstanding items and resolve these in a timely manner
  • Proactively identify and implement process improvements
  • Research and promptly resolve escalated issues
  • Ensure all discrepancies in clients' accounts are escalated to the processing area to be addressed in a timely manner
  • Performs payroll tax remittances to CRA, MRQ, and IRS and balancing of the tax internal control accounts vs CRA, MRQ, and IRS payroll accounts
  • Process monthly withholding tax remittances to CRA, MRQ, and IRS within deadline
  • Ensure accurate and timely charging and remittance of non-resident and back-up withholding taxes as required by regulation for both resident and non-resident clients
  • Maintain and document departmental procedures
  • Recommend and implement procedures to streamline workflow


Requirements:

We're looking for a highly skilled candidate with:




  • Post-secondary education in accounting, business, and/or financial administration
  • 4-6 years of experience in the financial services industry, preferably in tax reporting
  • Industry knowledge of CRA, CIRO rules and regulations
  • Successful completion of the Canadian Securities Course or IFIC Operations Course would be an asset
  • Excellent communication skills. Fluent communication skills in English are required and bilingual skills in French are an asset
  • Ability to work independently and in a team
  • Excellent time management and organizational skills
  • Pro-active and superior problem-solving abilities and strong analytical skills
  • Excellent customer service orientation
  • Extremely detail-oriented and accurate
  • Ability to work well under pressure and meet time constraints
  • Intermediate computer skills in Word & Outlook; advanced skills in Excel and Access


Benefits:

Aviso Wealth offers a competitive compensation package, career enrichment, and regular social events to foster teamwork. We welcome and encourage applications from all qualified individuals, including those with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.



We thank all applicants for their interest, however only those selected for further consideration will be contacted.



No recruiters or agencies, please.



Company Overview:

Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. We have over $130 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.



We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.



Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso Wealth is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.



We're proud to power businesses that empower investors.

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