Canadian Tax Reporting (Max $26/hr W2)

Lenmar Consulting Inc.•Jersey City, NJ

11d•$26 - $26•Hybrid

About The Position

This position supports all aspects of tax filings in our global markets for our Stock Plan/Retirements business under Shareworks by Brokerage, with an initial focus on the Canadian, UK, and Australian markets. The role involves utilizing proprietary software (Shareworks), Excel, and third-party tax programs, as well as conducting research for various jurisdictions and new countries where Shareworks expands. The global markets currently include Canada, United States, Australia, United Kingdom, and New Zealand.

Requirements

Familiarity with Canadian, UK, and Australia reporting for global employee share plan requirements.
Self-motivated and eager to learn.
Excellent time management skills during tight deadlines.
Proactively engage and collaborate with all co-workers globally to build positive rapport to contribute as an effective team member as measured by their feedback.
Analytical, accurate, and strong problem-solving skills essential.
Vocal ability to challenge business deficiencies identified through the tax production process.
An ability to articulate issues both in verbal and written form to help aid swift resolution.
Comfortable with technology and technical concepts in a fast-paced changing environment.
An aptitude for learning quickly with a solid understanding of the Internet, e-commerce, and equities.
A deep belief in team success, collaboration, and a willingness to adapt to continuous change.
An ability to work independently, handle numerous assignments concurrently, and consistently be a self-starter that excels at meeting and exceeding professional goals.

Nice To Haves

Previous employee share plan and tax production background would be advantageous.

Responsibilities

Review and ensure Canadian Tax Reporting is accurate (e.g., T5008, T3, T5).
Update Excel files for accurate reporting values.
Ensure participant data is accurate.
Attain appropriate approvals, document, and confirm successful submissions per jurisdiction.
Ensure that all tax filings and reporting for Corporate Clients and Shareworks by Brokerage are issued accurately and timely.
Review CRA and MRQ filings for accuracy.
Contribute to the annual tax production project plan to ensure all relevant tasks are captured throughout the year.
Perform all required testing on tax forms issued from Shareworks to ensure accuracy through preliminary reviews.
Manage any special handling requirements for clients, including tax form amendments.
Audit tax form generation to ensure all forms for all clients have been completed.
Proactively provide project updates to the Tax Manager as required to ensure the success of tax activities.
Update processes and procedures in the policy portal as required.