Tax Compliance Specialist

1 month ago

Toronto, Ontario, Canada Aviso Wealth Full time

At Aviso Wealth, we're dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we commit to leadership, innovation, partnership, responsibility, and community. Our dynamic culture sets us apart.

The Opportunity:

We're looking for a Tax Administrator to join our Operations team, reporting to the Senior Manager, Tax. The successful candidate will be responsible for ensuring all Aviso Financial tax receipt audits are completed as per schedule deadlines. This includes processing monthly withholding tax remittances and delivering them within SLA, CRA, MRQ, and IRS filing deadlines. You'll ensure all trustee and government regulatory requirements are met, and your knowledge is current on these requirements.

You'll work closely with the Reconciliation, Processing, and Corporate Actions Department, responsible for tax slip production and delivery of files to our print vendor. Additionally, you'll participate in regular tax-related industry conferences or group sessions and collaborate with the Manager of Tax to ensure all defined and documented processes are reviewed regularly.

Your Key Responsibilities:
  • Ensure scheduled tax audits are processed and completed within deadlines
  • Ensure any transaction corrections are corrected and completed before tax production
  • Address and complete 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
  • 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
Audits and Risk Control:
  • 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
Tax Reconciliation and Remittance:
  • 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
Document Analysis and Maintenance:
  • Maintain and document departmental procedures
  • Recommend and implement procedures to streamline workflow
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
Benefits:

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.

This position is posted with an expected salary range of $55,000 - $65,000 CAD annually.

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