Job Description

Company Overview

Our Values
At TD we\'re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes \xe2\x80\xa6 because when colleagues feel their best, they\'re more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they\'ll always have access to the TD community and experience our culture of care.

Who We Are
TD is one of the world\'s leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is a customer obsessed organization, and we are deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you\'ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we\'re here to support you towards your goals. As an organization, we keep growing - and so will you.

Department Overview

The Officer will provide a range of analytical/process support, reporting, analytics and assist in the generation of various tax slips and filings with Canada Revenue Agency (CRA) and Revenue Quebec (RQ). The Analyst will also work to investigate, improve, and redesign existing processes and pain points within the Registered Plans and Mutual Funds Tax production space. Your high energy and desire to invoke change will enable you to find creative solutions that not only optimize the efficiency of existing processes but also improve employee engagement and satisfaction.
You are a leader with a keen sense of finding the root cause of problems by sifting through data as well as strong interpersonal skills to lead change within diverse teams and skillsets. You are driven to succeed in a dynamic and changing Wealth Management environment to drive competitive advantage within the Operations functions at TD Wealth

Job Requirements

• Understanding of Canadian Federal and Provincial Tax Act as it pertains to registered and non-registered tax products, such as T550, T3GR, RC249, RRSP Contribution Receipts, 60J, 60L, TFSA, T4RSP/REL2, T4RIF/REL2, T4A/REL1 for RESP and RDSP, T3/REL16, T5/REL3 & T5008/REL18 for TD Mutual Funds/Structured Notes
• Knowledge of Canadian tax reporting requirements on

• Death of an TFSA/RRSP/RRIF annuitant
• Non-qualified investments held in a registered account
• Unclaimed property and Uncashed cheque
• Experience in using TaxPrep software to prepare of tax forms and/or T3 tax returns
• Withholding tax remittances and reconciliations with CRA/RQ
• Data literacy, process optimization, data technology tools.
• Intermediate-Advanced Level Excel: write functions/formulas, manage data, able to find easier way to complete work, creativity and willing to learn
• Drive change and solutions for root causes that they identify
• Drive continuous improvements and perform root cause analysis (find data integrity issues, fix data, identify outdated processes and technology used, and provide recommendations)
• 1-3 years\' work experience in analytical roles (data analysis, Operations Analyst, data validation, reporting, and analytics techniques)
• A general understanding of Banking Operations and interest in financial services
• Education: taxation, accounting, finance, computer science, business, mathematics, stats, or related field with 1-3 years\' experience as tax analyst/associate, business analyst or related

Hours

37.5

Job Details

Tax Production:

• Support and assist in the generation of ad hoc queries, monthly reporting for various reconciliations, and work with Operations, Wealth Partners, Technology and Vendors to scope, test, and review Tax UAT and production cycles and leverage available technologies.
• Generate various Tax slips and filings with CRA/RQ as required and provide Partners with necessary calculations related tax financial information

• Support and assist in the production of various registered plans and Mutual Funds tax products, gathering of RRSP withdrawals, RIF payments or mutual fund income payment data and tax allocation information from Fund Accountants for various Tax reporting

Process Optimization:

• Drive continuous improvement of the current state Tax Production model service level agreements (SLA) to enhance the client experience and operational efficiencies
• Analyze current state processes and perform root cause analysis for any breaks and gaps in process, including but not limited to:

• Finding Data integrity or quality issues
• Independently drive change and solutions for all identified root causes.
• Take a risk-based approach in applying innovative solutions to unique problems in differing lines of business and tax products
• Liaise and drive change between multiple stakeholders (Technology, Business Architecture, Operations, Wealth Business lines etc.)
• Recommend and summarize improvements to Management and senior leadership

Workplace Model

Hybrid

Inclusiveness

Our Commitment to Diversity, Equity, and Inclusion
At TD, we\'re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We\'re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

How We\'re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That\'s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It\'s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

Accommodation
Your accessibility is important to us. Please let us know if you\'d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Additional Information

Nice to have

Experience in using ISM, RPM, SEI, Unitrax (GIF II), SMS and Funds360 systems would be an asset

*Preferred candidate Identified*

Business Line

TD Wealth

Job Category - Primary

Wealth Management

Job Category(s)

Wealth Management

Job Family

Wealth Operations

Time Type

Full Time

Employment Type

Regular

Pay Details

We\'re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

TD Bank