Tax Compliance Officer

Role Overview

• Providing support to tax administrators on complex issues and escalations that require QI, FATCA, CRS, 1042-S and 1099 tax reporting expertise
• Providing support to the New Accounts Department as needed with respect to QI/FATCA and CRS documentation and coding
• Assist in auditing regulatory reporting as it relates to QI, FATCA, CRS, 1042-S and 1099 prior to submission
• Annual assistance and auditing of CRS and FATCA XML reporting accuracy by assisting in annual report testing and CRA schema updates
• Participating in mock audit sample reviews to ensure accurate application of US withholding tax against valid client documentation
• Active participant in Year End Info Sessions hosted by Broadridge
• Ensure and actively share all trustee and government regulatory requirements and knowledge
• Identifies process improvements, implements, and updates departmental procedures and manuals and actively shares updates with the rest of the team and management to ensure all are aware of procedural updates
• Proactively driving a culture of collaboration and teamwork as a team member and provides coverage if the primary or secondary back-ups are not available
• Updates client documentation status on Dataphile as per regulatory requirements
• Transformational change – Actively participate in building a new team to support Aviso Tax Compliance goals/milestones including helping to establish new processes and procedures according to regulatory requirements and supporting policy and procedure rollouts to other OPs teams and the business
• Participating in and support the implementation of new onboarding applications/tools by influencing business requirements, participating in workshops, and completing user testing
• Participating in periodic IRS and CRA audits by compiling and providing historical documentation and reports to auditors, reviewing results and solutions and working with potential consultants on resolving issues identified during audits
• Support ongoing projects

Requirements

• Post-secondary education in accounting, business and/or financial administration
• 4-6 years of experience in the financial services industry, preferably in QI/FATCA and CRS reporting or new account documentation
• Industry knowledge of regulatory reporting and compliance as it relates to QI, FATCA, CRS, 1042-S and 1099 tax reporting requirements
• Excellent time management and organizational skills
• Pro-active and superior problem-solving abilities and strong analytical skills
• Excellent communication skills. Fluent communication skills in English are required and bilingual skills in French are an asset
• Excellent customer service orientation
• Ability to work independently and in a team
• Extremely detail oriented and accurate

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