Bilingual Tax Administrator

Role Overview

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

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

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