**What your day looks like:**
*Regulatory duties and responsibilities*
Ensure scheduled tax checks are processed and completed within prescribed timelines.
Ensure all transaction corrections are made before tax return production.
Ensure all tax-related requests received are handled within the timeframes set by the service level agreement.
Responsible for producing tax slips and sending files to DOXIM.
Review all vendor portals before deadlines to ensure instructions are accurate and up to date.
Escalate any tax-related issues that require management review and intervention.
Stay current on CRA and IRS regulations regarding qualified intermediaries, FATCA rules and NCD requirements by reviewing legislation, press releases and industry bulletins.
Prepare and/or review year-end tax reporting forms for client accounts, whether plan-related or not.
Regularly monitor the CRA, Revenu Québec (MRQ), IRS and OCRI (formerly ACFM and OCRCVM) websites for tax changes and communicate updates to the team to update the procedures manual accordingly.
Gather information for internal and external auditors.
Provide support and service for the preparation of appropriate client reports.
*Audits and risk control*
Review the current monthly tax verification process for tax information.
Validate data by comparing tax information to account details in our internal system.
Identify outstanding items and resolve them in a timely manner.
Proactively identify and implement process improvements.
Research and promptly resolve reported issues.
Ensure all discrepancies in client accounts are forwarded to the processing department for timely resolution.
*Tax withholding reconciliation and remittance*
Make tax withholding remittances to the CRA, Revenu Québec (MRQ) and the IRS and reconcile internal tax control accounts to CRA, MRQ and IRS remittance accounts.
Process monthly tax withholding remittances to the CRA, MRQ and IRS within prescribed deadlines.
Ensure accurate and timely calculation and remittance of non-resident withholdings and reserve tax withholdings as required by regulation for resident and non-resident clients.
*Documentation and maintenance of procedures*
Maintain and document departmental procedures.
Recommend and implement procedures to streamline workflow.

Requirements

**Experience and required skills:**
Postsecondary education; professional designation in accounting, business administration and/or financial administration.
Four to six years of experience in the financial services sector, preferably in tax reporting.
Knowledge of CRA and OCRI regulations (formerly ACFM and OCRCVM).
Completion of the Canadian Securities Course (CSC) or the Investment Funds in Canada course (IFIC) is an asset.
Excellent communication skills. Proficiency in both French and English (written and spoken) to communicate effectively with partners, clients and colleagues across Canada.
Ability to work independently and as part of a team.
Excellent organizational and time-management skills.
Strong proactive problem-solving ability and analytical skills.
Strong customer service orientation.
Extremely detail-oriented and accurate.
Ability to perform well under pressure and meet deadlines.
Intermediate computer skills in Word and Outlook; advanced skills in Excel and Access.

Benefits

**Why Aviso?**
At Aviso, you'll find a dynamic and inclusive culture that values innovation and recognizes employee success.
Some features that set us apart:
A competitive compensation program that rewards and recognizes individual contributions.
Leading health, dental and insurance benefits to meet the diverse needs of our employees.
Generous vacation, wellness and fitness benefits, and supplementary parental leave options.
Additional contributions to our retirement savings program.
A commitment to continuous staff development through learning and development and a training support program.
Regularly organized social events to encourage team building.

Applicant Tracking System Keywords

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

Hard skills

tax reportingtax withholding reconciliationremittance processingdata validationprocess improvementauditingfinancial analysisregulatory complianceCRA regulationsIRS regulations

Soft skills

communication skillsorganizational skillstime-management skillsproblem-solving abilityanalytical skillscustomer service orientationattention to detailability to work independentlyteam collaborationability to work under pressure

Certifications

postsecondary educationprofessional designation in accountingCanadian Securities Course (CSC)Investment Funds in Canada course (IFIC)