Advisor, Investment product taxation

Desjardins • Montreal, QC

8d • Hybrid

About The Position

As an Advisor, Investment product taxation, you help study, interpret and coordinate tax law. You also take part in development, updating, implementation and monitoring activities to balance business needs, tax efficiency, regulatory compliance and best practices. You help produce tax returns and verify that accounting and financial practices comply with tax rules. You advise and assist clients and partners as part of intervention and development initiatives. You recommend solutions to improve or optimize standards, policies and programs. Your projects and initiatives require extensive knowledge of your line of work. In addition to preparing recommendations, solutions and action plans, you produce tax documents based on the organization’s objectives and priorities. You help solve complex problems using your analytical skills and extensive knowledge of your line of business. Coordination is critical, so you frequently interact with stakeholders working in other fields. Interpersonal savvy is therefore essential. You serve as resource person for your unit, clients and partners.

Requirements

• Bachelor's degree in a related field
• A minimum of four years of relevant experience
• Knowledge of French is required
• Communicates effectively
• Decision quality
• Interpersonal Savvy

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered
• Trade Union (If applicable)

Responsibilities

• Advise clients to help them develop, implement and monitor initiatives
• Diagnose issues, challenges and needs to determine target outcomes
• Develop and help implement objectives, solutions and action plans
• Analyze data, conduct studies, make recommendations and write reports
• Help develop policies, standards, models and programs to support your unit’s strategic projects and initiatives
• Monitor the industry to understand and anticipate trends in your field and make recommendations to develop best practices for the organization
• Serve as resource person to help internal and external clients solve complex problems

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level