Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Focusing on tax accounting, reporting, compliance, tax research and writing, the candidate would within the team build positive client relations and identify and help in resolving a variety of tax issues. The team you will be joining is a part of State Street Global Services (SSGS), which gives asset owners and managers access to essential financial tools to deliver effective investment solutions. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Responsibilities

Calculates and reviews distributions (monthly, quarterly and year-end)
Participates in special projects such as funds merger distribution
Reviews income estimates when needed for distribution purposes
Reviews trust income tax returns and related working papers
Researches various tax issues and prepares memos
Reviews year-end tax reporting slips for submission to CRA and unit holders
Reviews stop loss and suspended loss reports and determines the final numbers in distribution
Prepares year-end customized client tax reporting
Liaises with clients on various reporting deadlines
Reviews CRA Notice of Assessments and determines response on Notice of Objection, T3 Adjustment and guides staff to prepare documents
Prepares GST/HST Tax returns
Follows up on news releases on new or revised tax treaties between Canada and foreign countries
Gathers tax information from companies held in the portfolio for LP products
Coordinates/liaises with Financial Reporting Analyst in computation of partnership income
Communicates tax slip information to brokers and via CDS website
Prepares Tax returns for Mutual Fund Corporation
Reconciles various tax slip filings with CRA (e.g. T5s, T3s, T5008 etc.)
Monitors tax legislation to ensure compliance
Makes recommendations for improvements to tax reporting process and involvement in their implementation
Takes initiative in First Line of Defense in Risk Management
Evaluates staffing needs while continually striving for greater efficiencies
Develops internal training classes with the training liaison
Completes other special projects or tasks assigned
Plays a key role in staff management

Requirements

A professional accounting designation (CPA, CMA or CGA with TX2)
An excellent accounting and tax background with minimum 7 plus years of experience in the public practice or financial service industry
In-depth Income tax from CPA Institute is a must
Experience managing a team of professional tax accountants
Additional experience related to exposure to complex tax issues surrounding the mutual fund industry
Advanced computer skills (including Word, Excel and Taxprep and Formulatrix)
Ability to research online with CCH tools
Excellent communication skills that allow effective communication within the team and with the client
Sound knowledge of reorganization provisions of the Income Tax Act
Familiar with FAPI Rules
Familiar with Non-Resident Trust Rules

Skills

Accounting
Tax accounting
Reporting
Compliance
Tax research
Tax writing
Client relations
Problem-solving
Microsoft Word
Microsoft Excel
Taxprep
Formulatrix
CCH tools
Communication skills
Income Tax Act
FAPI Rules
Non-Resident Trust Rules

Location

Primary location specified

Work Type

Full-time

Experience Level

7 plus years of experience
Experience managing a team

Education Level

Professional accounting designation (CPA, CMA or CGA with TX2)
In-depth Income tax from CPA Institute

Salary/Compensations

$91,000 - $140,500 Annual

Benefits

Competitive and comprehensive benefits packages
Generous medical care
Insurance plans
Savings plans
Flexible Work Program
Development programs
Educational support
Paid volunteer days
Matching gift program
Access to employee networks

About the Company

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
From technology to product innovation we’re making our mark on the financial services industry.
For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people.
We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
We make all efforts to create a great work environment.
We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.

Equal Opportunity

State Street is an equal opportunity and affirmative action employer.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.