Tax Reporting Administrator (18-Month Contract)

Odlum Brown•Vancouver, BC

3d•CA$50,000 - CA$55,000•Onsite

About The Position

We have an opportunity for a Tax Reporting Administrator (18-Month Contract) to join our award-winning firm in the Vancouver office. Reporting to the Supervisor, Tax Reporting, you will play a key part in ensuring the accurate and timely preparation of tax-related documentation and tax reporting for clients and regulatory bodies.

Requirements

1+ years of investment industry experience in Corporate Actions, Taxation, Client Services, Banking or similar function
Working knowledge of Canadian tax slips and regulatory requirements
Post-secondary education in Business, Finance, Accounting or a related field, or an equivalent combination of education and experience
Proven experience of serving clients in a professional services environment
Exceptional attention to detail and skilled at working efficiently and accurately
Strong organizational skills with ability to prioritize important and time-sensitive tasks
Motivated and eager to learn, with a strong sense of accountability and willingness to take on new tasks and responsibilities
Strong interpersonal and relationship-building skills with ability to work independently and within a team
Excellent verbal and written communication skills
Intermediate proficiency with Microsoft 365 applications
Candidates must be legally eligible to work in Canada.

Nice To Haves

Experience with the Broadridge Dataphile platform or similar bookkeeping system is considered an asset
Familiarity with the investment industry, tax reporting, or accounting processes is considered an asset

Responsibilities

Maintain accurate tax records and help ensure compliance with CRA/IRS and other regulatory requirements
Support the reconciliation and validation of tax data from internal systems
Assist in the preparation and distribution of annual tax slips (e.g., T3, T5, 1099, T5013)
Research and investigate income and corporate action reorganization events for tax reporting purposes
Provide client service and administrative support to Investment Advisors and Assistants
Respond to internal and external inquiries related to tax documents and reporting accurately and in a timely manner
Ensure standard operating procedures are followed and accuracy of processing is maintained in a fast paced service-driven environment
Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes
Engage in continuous learning and development to build tax reporting knowledge and expertise
Participate in Corporate Actions and Tax Reporting projects as needed