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About the Role

The Bilingual Tax Administrator is primarily responsible for ensuring all Aviso Financial tax receipt audits are completed as per schedule deadlines. The Tax Administrator processes all tax monthly withholding tax remittances and delivered within SLA, CRA, MRQ and IRS filing deadlines. The Tax Administrator will ensure that all trustee and government regulatory requirements are met, and their knowledge is current on these requirements. They will work closely with the Reconciliation, Processing and Corporate Actions Department and will be responsible for tax slip production and delivery of the files to our print vendor. The Tax Administrator will participate in regular tax related industry conferences or group sessions and will work closely with the Manager of Tax to ensure all defined and documented processes are reviewed regularly.

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
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
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
Maintain and document departmental procedures
Recommend and implement procedures to streamline workflow

Requirements

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
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

Skills

English and French fluency (written and spoken)
Excel
Access
Word
Outlook

Location

Toronto
Vancouver
Montreal

Work Type

Full-time

Experience Level

4-6 years

Education Level

Post-secondary education
Designation in accounting
Designation in business
Designation in financial administration

Salary/Compensations

$55,000 - $65,000 CAD annually

Benefits

Competitive compensation package
Excellent health, dental and insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up options
Matching contributions to our retirement program
Continuous improvement through learning & development
Education assistance program
Regular social events

About the Company

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees.
We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
Our clients include our partners, advisors, and investors.
We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.
Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors.
Our asset manager, NEI Investments, specializes in investing responsibly.
Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach.
Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms.
We have offices in Toronto, Vancouver, and Montreal.
Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.
We’re proud to power businesses that empower investors.
A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.
If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Equal Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities.
If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.