Tax Administrator

4 weeks ago

Toronto, Ontario, Canada Aviso Wealth Full time

About the Role:

Aviso Wealth is seeking a highly skilled Tax Administrator to join our Operations team. As a Tax Administrator, you will be responsible for ensuring all Aviso Financial tax receipt audits are completed as per schedule deadlines. You will process all tax monthly withholding tax remittances and deliver them within SLA, CRA, MRQ, and IRS filing deadlines.

Key Responsibilities:

  • Ensure scheduled tax audits are processed and completed within deadlines
  • Ensure any transaction corrections are corrected and completed before tax production
  • Ensure all tax-related requests received via the tax inbox and Creatio are addressed and completed 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
  • Escalates any tax-related issues that require management review and intervention
  • Stay current on both CRA and IRS Qualified Intermediary/FATCA rules/CRS rules and regulations through the review of legislation, press releases, and industry information bulletins
  • 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 (formerly MFDA and IIROC) websites regularly for tax changes and share the information with the team to update the manual accordingly
  • Gather information for the internal and external auditors
  • Offer operations support and service

Requirements:

  • 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 and CIRO (formerly MFDA and IIROC) 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

About Aviso Wealth:

Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry, with 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. Our clients include our partners, advisors, and investors. 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. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. 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 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.

What We Offer:

At Aviso Wealth, you'll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork. Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

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