Tax Services Associate Co-op Professional

14 hours ago


Vancouver, British Columbia, Canada Disability Solutions Full time

Company Overview:

Raymond James Ltd. is a leading investment dealer in Canada, offering high-quality products and services to Canadians seeking customized solutions for their wealth management needs.

The company values diversity, equity, and inclusion, providing an environment where associates can grow professionally and personally.

Salary

The estimated annual salary range for this position is $43,000-$47,000, based on education, work experience, and location (BC).

Job Description

Tax Services Associate Role:

The Tax Services Associate will assist the Tax department during the busy season, managing tasks, meeting deadlines, and collaborating with internal staff and Financial Advisors.

This is a temporary full-time position from January to April 2025.

Key Responsibilities:
  • Prepare income tax returns and working papers for personal, corporate, and trust returns.
  • Assist in updating documents for the tax season.
  • Manage file completion from start to finish, taking ownership of assigned files.
  • Provide assistance with file administration and electronic filing processes.
  • Support other Tax team members as needed.
Required Skills and Qualifications:
  • Fundamental knowledge of investment concepts, practices, and procedures.
  • Canadian personal taxation knowledge is an asset.
  • Microsoft Office skills with a willingness to learn new applications.
  • Customer service skills.
  • Organization, multi-tasking, and working with deadlines.
Benefits

Raymond James offers a people-first culture, valuing associate growth, collaboration, and client satisfaction.

Why Join Our Team?

We honor, value, respect the uniqueness of all our Associates. When associates bring their best authentic self, our organization, clients, and communities thrive.



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