Bilingual Tax Administrator
About The Position
Aviso is seeking a Bilingual Tax Administrator to join their Operations team. This role is primarily responsible for ensuring all Aviso Financial tax receipt audits are completed on schedule. The Tax Administrator will process monthly withholding tax remittances within SLA, CRA, MRQ, and IRS filing deadlines. They will also ensure trustee and government regulatory requirements are met and stay current on these requirements. The position involves working closely with the Reconciliation, Processing, and Corporate Actions Department, and is responsible for tax slip production and delivery to the print vendor. The Tax Administrator will participate in tax-related industry conferences and work with the Manager of Tax to review processes.
Requirements
- Post-secondary education, designation 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.
- Excellent communication skills. Fluency (written and spoken) in English and French is required.
- Ability to work independently and on 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.
Nice To Haves
- Successful completion of the Canadian Securities Course or SIMA Operations Course would be an asset.
Responsibilities
- Ensure scheduled tax audits are processed and completed within deadlines.
- Ensure any transaction corrections are corrected and completed before tax production.
- Ensure all tax related requests received are addressed and completed 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.
- 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 and update the procedures manual accordingly.
- Gather information for the internal and external auditors.
- Provide support and service for proper Client Reporting.
- 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 address in a timely manner.
- Performs tax remittances to CRA, MRQ and IRS and balancing of the tax internal control accounts vs CRA, MRQ and IRS remittance accounts.
- Process weekly/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.
- Maintain and document departmental procedures.
- Recommend and implement procedures to streamline workflow.
Benefits
- Competitive compensation package that rewards and recognizes individual contributions.
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees.
- Generous vacation time, fitness benefit, parental leave top-up options.
- Matching contributions to our retirement program.
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program.
- Regular social events to foster teamwork.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
