Aviso Wealth

Bilingual Tax Administrator

Aviso Wealth

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 CA$55,000 - CA$65,000 per year

About the role

  • 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

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
  • Successful completion of the Canadian Securities Course or SIMA Operations Course would be an asset
  • Excellent communication skills. Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
  • 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
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
tax reportingdata validationtax remittancesprocess improvementstax auditsyear-end tax reportingwithholding taxfinancial administrationaccounting
Soft skills
communication skillstime managementorganizational skillsproblem-solvinganalytical skillscustomer service orientationattention to detailability to work under pressureindependent workteam collaboration
Certifications
Canadian Securities CourseSIMA Operations Course