Tax Director, Finance

Odyssey Transfer and Trust Company•Eagan, MN

About The Position

At Odyssey Transfer and Trust Company, we’re reimagining the infrastructure that powers modern markets. As a tech-forward transfer agent and trust company, we’re not just supporting how companies grow, we’re helping shape what’s possible. Our platforms, processes, and people are modernizing an industry where accuracy, speed, and expertise truly matter. We help issuers manage and engage their shareholders with confidence, ensuring their most important relationships and transactions run seamlessly. Whether managing dividend payments for a mature corporation or facilitating corporate events, such as annual meetings, we provide tailored solutions that make business simple, fast, and easy for issuers and their shareholders. With a reputation built on precision, responsiveness, and a deep commitment to client success, Odyssey is trusted by organizations across North America to deliver service that keeps their business moving. About Our Team Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals: We Build: “Outside the Box” is our playground. We’re not afraid to innovate and tackle tough problems – we’re here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team. We Get Stuff Done (GSD): We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action. We Show Up for Each Other: We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package. We Do the Right Thing: We’re dependable, trustworthy, and proud of our professional standards. Primary Responsibilities & Attitude We are looking for a US and Canadian tax compliance and accounting expert to oversee the operational Tax responsibilities for our clients (tax withholding, tax reporting, tax form verification etc). The candidate will also be responsible for managing other members of the Tax team. The ideal candidate is a team player who creates and implements tax plans and works with the accounting and leadership teams to identify opportunities for process improvement and potential areas of risk. The candidate will ensure compliance with state/province, federal and international tax law through a series of systems and system controls that are designed to ensure accurate, timely reporting. They will monitor current and impending changes to tax regulations and make the appropriate updates to policies and strategies. The ideal candidate is single minded in their pursuit of ensuring compliance and achieves this goal through optimizing reporting procedures and driving the successful function of the tax team.

Requirements

Extensive individual/corporate/partnership tax knowledge, including experience and knowledge of Canadian and US tax rules.
Experience in US tax slip preparation and Canadian tax slip preparation.
Strong accounting, analytical, and research skills.
Excellent written and oral communication skills.
Strong knowledge of tax code, compliance and procedures for corporations.
Experience working in the financial services industry, specifically with a trust company - preferred but not required.
Strong experience with a variety of tax operations and ability to drive process improvements.
Strong ability to utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members.
Ability to work well independently as well as the ability to work well with stakeholders and communicate the benefits of tax initiatives.
Strong organizational and interpersonal skills.
Strong leadership skills.

Nice To Haves

Experience working in the financial services industry, specifically with a trust company - preferred but not required.

Responsibilities

Ensure timely tax remittance to the CRA and IRS and reconcile the tax withholdings
Find and implement opportunities for process improvement in Company tax procedures.
Prioritize multiple tax filings requirements and effectively working with the business lines to establish the timely receipt of relevant information needed for all tax filings.
Solicit, verify and process Canadian and US tax forms for our clients and their shareholders (NR forms, FATCA/CRS, W8, W9 etc.)
Providing procedural guidance to internal teams for the review of IRS and CRA taxpayer certification forms.
Maintain effective control procedures over all aspects of the tax process.
Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation.
Provide support with various internal and external audits and special tax related projects.
Monitor tax files monthly, review the data integrity and ensure applicable rates, formulas and tax factors have been applied to all income, interest and unit trust distribution events.
Support other team members with facilitating and managing the preparation and review of U.S. and Canadian returns and the accurate, timely filing of all returns to the tax authority and the taxpayers.
Oversee the Tax team in servicing the Tax needs of our clients