Job Description

WHO WE ARE

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent,


full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition


of leadership in the financial community as one of BC's most respected investment firms.




We are honoured to be nationally recognized as one of Canada's Best Managed Companies and one of Canada's


Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team


members, clients and communities.

CULTURE AND VALUES

Guided by a set of timeless core values - Clients First, People, Accountability, Independence, Integrity and


Community - we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values


are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

PEOPLE

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers,


musicians, yogis, world travelers - all with diverse backgrounds and experiences to share from around the globe. You


will work with really interesting people and make great friends, too.

COMMUNITY

We are serious about supporting the communities where we live and work. A recipient of a Canada's Volunteer


Award from the Government of Canada, we are committed in heart and mind to everything we do in the community,


and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT

Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITY

We have an opportunity for a Supervisor, Tax Reporting to join our award-winning firm in the Vancouver office.

We are seeking a hands-on subject-matter expert with strong knowledge of tax reporting and client account


processing. Reporting to the Manager, Client Services the ideal candidate is committed to client service excellence,


analytical, process-driven, and seasoned at juggling competing priorities. This role requires a critical thinker and


skillful decision maker, who can quickly adapt in a continuously changing regulatory environment.

RESPONSIBILITIES

People Leadership:
o Provide expert advice in processes and best practices related to tax reporting to team members,
Advisors and their advisory support teams


o Conduct formal performance review activities; coach for performance all year long


o Support continuous learning and development of team members


o Leverage the talent management program to identify and mentor emerging leaders for succession


planning initiatives


Suite 1100 - 250 Howe Street | Vancouver, BC V6C 3S9


M ain 604 669 1600 | Toll Free 1 888 886 3586 | Fax 604 681 8310

VANCOUVER KELOWNA VICTORIA CHILLIWACK COURTENAY LANGLEY

Member-Canadian Investor Protection Fund

ODLUMBROWN.COM

o Recruit internal and external candidates using best-in-class recruitment practices that align with the


firm's core values


Process Management:
o Ensure deadlines are met with tax remittances to CRA and IRS and perform tax preparation during tax
season


o Conduct reconciliations and ensure accuracy of tax reporting on income, reorganizations and manual


adjustments


o Investigate discrepancies from reconciliations and make necessary adjustments accordingly


o Deliver client service excellence by responding to inquiries accurately and timely and serve as the first


point of contact for escalation of any urgent issues


o Partner with Compliance, New Accounts and Financial Services departments to remain current on


new developments in tax reporting, anticipate impact to existing processes and execute changes as


required


o Review and audit client account applications and information, in accordance with rules and


regulations related to QI, FATCA and CRS


o Ensure standard operating procedures are followed and service-level agreements are met in a fast-

paced, service-driven environment


o Identify opportunities to streamline processes for operational efficiencies and collaborate with team


members to document new and existing processes


o Participate in cross-functional department reporting, audit and review projects


o Maintain up-to-date knowledge of taxation industry by participating in relevant meetings and


seminars


o Engage in ongoing learning and professional development to increase knowledge as a subject-matter


expert

COMPETENCIES

Developing Talent- Able to assess team member potential, providing constructive feedback, support, coach
and mentor team members to develop their abilities, offer feedback to enhance their growth and empower


team members to take ownership of their development and work
Influencing and Inspiring- Able to influence and inspire in simple situations, using basic communication skills
to express ideas and get things done, apply fundamental understanding of logical and emotional motivators


to connect with others and build consensus and convey a spirit of positivity about the future
Managing Risk- Able to assess business risks with occasional guidance, proactively escalate concerns to
reduce risk clients, assets, reputation, information or team members in straightforward situations and apply


basic risk management practices to ensure protection of interests and mitigate negative outcomes
Domain Expertise- Able to provide advice and solutions to other team members using business domain
knowledge, anticipate and address business domain-specific challenges effectively for the organization and


ensure alignment with evolving regulatory requirements and best practices in business domain

KNOWLEDGE AND EXPERIENCE

Minimum 3 years of investment industry experience in Client Services, with extensive knowledge of tax
reporting processes
Self-starter and continuous learner with the capacity to work independently, along with flexibility and
willingness to assist others
Critical thinker and skillful decision maker, adaptable in a changing regulatory environment Excellent organizational skills, able to prioritize important and time-sensitive tasks
Suite 1100 - 250 Howe Street | Vancouver, BC V6C 3S9


M ain 604 669 1600 | Toll Free 1 888 886 3586 | Fax 604 681 8310

VANCOUVER KELOWNA VICTORIA CHILLIWACK COURTENAY LANGLEY

Member-Canadian Investor Protection Fund

ODLUMBROWN.COM

Ability to work efficiently and accurately in a fast-paced, dynamic environment, with a sharp eye for detail

Strong verbal and written communication and presentation skills

Experience with the Broadridge Dataphile platform or similar bookkeeping system

Proficiency in Word and Outlook and intermediate proficiency with Excel (e.g. ability to manipulate large data

sets using nested formulas, pivot tables and macros)
This role does not require a CPA designation

WHAT WE OFFER

A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of


individuals who genuinely care about one another and encourage and appreciate each other's contributions. We


believe in rewarding team members and do this by providing a competitive total rewards package that is fair and


equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to


expand your career. This role has an expected salary of $70,000 - $80,000, /year, plus the potential for bonuses.


Our team is growing, and we've got room for one more if you're interested. If this sounds like the environment you'd


like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and


resume to careers@odlumbrown.com by

July 11, 2025

.


Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time


of expressing interest and supporting evidence provided prior to any potential offer of employment.


We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with


individuals whose profiles most closely match what's needed to be successful in this role.