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Tax Services Officer

2 months ago

Old Toronto, Ontario, Canada State Street Full time

About the Role

We are seeking a dedicated and detail-oriented Tax Services Officer to join our team at State Street. As a key member of our tax department, you will be responsible for providing tax administration services to our clients in North America.

Key Responsibilities

  • Review and analyze trust income tax returns and related working papers to ensure accuracy and compliance
  • Conduct research on various tax issues and prepare comprehensive memos to support our clients' tax needs
  • Prepare and review semi-annual and annual distribution calculations to ensure timely and accurate reporting
  • Review year-end tax reporting slips for submission to relevant authorities and unit holders
  • Review stop loss and suspended loss reports and summaries to identify potential tax implications
  • Review year-end customized client tax reporting to ensure accuracy and compliance
  • Liaise with clients to ensure timely and accurate reporting of tax-related information
  • Review CRA Notice of Assessments and determine the need for filing a Notice of Objection or T3 Adjustments
  • Participate in ad hoc projects related to tax laws and technology development
  • Participate in training and development programs to enhance tax department staff's risk management skills
  • Review indirect tax calculations and returns to ensure accuracy and compliance
  • Communicate with clients on indirect tax updates and applications to the funds
  • Train tax department and client service staff on expenses review and indirect tax standard operating procedures

Requirements

  • Professional accounting designation (CA or Income tax and Indirect tax In-Depth)
  • Strong accounting and tax background with progressive 5 years of experience in the public practice or financial services industry
  • Additional experience related to exposure to complex tax issues surrounding the mutual fund industry
  • Advanced computer skills (including Word, Excel, and tax preparation software)
  • Ability to research online using CCH and other research tools
  • Excellent communication skills to effectively communicate with the team and clients
  • Sound knowledge of indirect tax

About State Street

State Street is a leading financial services company that provides investment servicing, data and analytics, investment research and trading, and investment management to institutional clients. We are committed to creating a great work environment and offer a comprehensive benefits package, including medical care, insurance, and savings plans. We also provide flexible work programs and a wealth of development programs and educational support to help our employees reach their full potential.

Inclusion, Diversity, and Social Responsibility

We believe that our employees' diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential. We are committed to active engagement with our communities around the world and offer tools to help balance your professional and personal life, paid volunteer days, matching gift programs, and access to employee networks that help you stay connected to what matters to you.