Bilingual Tax Administrator

Aviso Wealth

Bilingual Tax Administrator ensuring completion of tax audits and adherence to tax regulations at Aviso Wealth. Collaborating with teams to manage and produce tax-related documentation.

Posted 5/22/2026full-timeToronto • 🇨🇦 CanadaMid-LevelSenior💰 CA$55,000 - CA$65,000 per yearWebsite

About the role

Key responsibilities & impact

**What your day looks like:**
- *Duties and Regulatory Responsibilities*
- 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
*Audits and Risk Control*
- 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
*Tax Reconciliation and Remittance*
- 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
*Document Maintenance*
- Maintain and document departmental procedures
- Recommend and implement procedures to streamline workflow

Requirements

What you’ll need

**Your experience and skills:**
- 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

Comp & perks

**Why Aviso?**
At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. ** Here are a few things that set us apart:
- 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax reportingtax auditsdata validationtax reconciliationtax remittancesprocess improvementsdocument maintenancefinancial administrationaccountinganalytical skills

Soft Skills

communication skillstime managementorganizational skillsproblem-solving abilitiescustomer service orientationdetail orientedability to work independentlyteamworkability to work under pressurefluency in English and French

Certifications

post-secondary educationdesignation in accountingCanadian Securities CourseSIMA Operations Course