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Tax Administrator, Scotiabank, Wealth Management Specialist
2 months ago
**Job Summary**
As a Tax Administrator with Scotiabank's Wealth Management team, you will play a crucial role in ensuring the success of our Taxation Services unit in Canada. Your primary responsibility will be to execute individual goals, plans, and initiatives in support of the team's business strategies and objectives.
**Key Responsibilities**
- Champion a customer-focused culture to deepen client relationships and leverage broader bank relationships, systems, and knowledge.
- Prepare income tax returns by proactively gathering and analyzing all relevant supporting documentation, such as income statements, transactions, tax slips, capital gains & losses statements, fees deductions, and relevant credits.
- Discuss tax rules and tax elections with the Tax Officer, Associate Tax Officer, and/or Manager, Taxation, and assess client tax situations, perform detailed analysis, undertake research, and provide suggestions around specific courses of action in less complex situations.
- Understand how the bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursue effective and efficient operations of his/her respective areas, while ensuring thorough knowledge of, and strict adherence to, the bank's Global Sales Practices, ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, and the Guidelines for Business Conduct.
- Champion a high-performance environment and contribute to an inclusive work environment.
**Requirements**
- Willingness to complete the STEP or CSI Taxation Courses and keep up-to-date with respect to legislative changes, particularly the frequent changes to the taxation of individuals, estates, trusts, corporations, and registered charities.
- Excellent computer skills are required, particularly in the use of tax preparation programs and MS Office, SalesForce, and the Broadridge Trust System.
