Tax Analyst, Trust

Venture outside the ordinary - TMX Careers
The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action?
This role is responsible for client/shareholder tax-related tasks. This may include balancing and reconciling disbursements, completing monthly disbursement reconciliations, ensuring timely submission of tax remittances, tax reporting and maintaining the relevant documentation.

*This role is hybrid days/week in the office) - based in Toronto, ON.
*Key Accountabilities

• Balance client dividend/interest payments and confirm year-to-date totals.
• Consult internally to ensure tax adjustment accuracy.
• Complete monthly reconciliation of disbursements.
• Submit payments to CRA within established deadlines.
• Forward IRS tax remittances within established deadlines.
• Maintain client tax files, following up on necessary documentation.
• Participate in tax planning meetings.
• Perform user testing of the tax system and submit change requests to the Tax Manager upon identifying problems.
• Trigger and balance tax forms, ensuring correct data and format.
• Verify minimum reporting, gross-ups, and other specifications on reports/forms/tapes, and confirm correct tax form usage.
• Coordinate the production of manual or other tax forms.
• Coordinate regulatory annual mailings.
• Respond promptly to all correspondence.
• Provide management reporting, as required.
• Ensure compliance with policies, procedures and regulatory requirements.
• Other duties and responsibilities as assigned.

Must Have(s)

• College diploma or university degree in business, finance or accounting, or equivalent experience.
• 1 to 3 years experience in a similar role.
• Intermediate knowledge of Microsoft Office & Google Suite required
• Communication: Good written, verbal and listening skills.
• Adaptable: Flexibility and willingness to work simultaneously on a wide range of tasks and projects and ability to prioritize.
• Confidentiality: Show discretion and ability to handle confidential issues.
• Independent worker: High level of self-motivation and at ease working independently when necessary.
• Organization & Detail Oriented: Strong organizational skills and attention to detail.
• Teamwork: Works well in a team environment, actively contributes to the success of the group
• Working under pressure: Poised, works well under pressure and accomplishing short- and long-term deadlines with a heavy workload.

Nice Have(s)

• Knowledge of Tax software, CCH software, and Tax Prep software packages (Asset)
• Financial services industry experience, an asset

In the market for…
Excitement
- Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets Experience the movement of the market while grounded in the stability of close to 200 years of success.

Connection
- With site hubs in some of the world's most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.

Impact
- More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led
Team Impact
spreads social good via our giving strategy.

Wellness
- From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger "we". Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived

Growth
- From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.

Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX ? Apply now.
Please note that our company is not currently sponsoring work permit applications and the applicant must be authorized to work in the country where this position is located.
TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it
.