Job Description

Aviso Wealth:

A career with Aviso Wealth means being part of an organization dedicated to your success and career development. It means belonging to a group of talented, energetic professionals who live their values every day. Our amazing people and dynamic culture set Aviso Wealth apart. If you're looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer.

The Opportunity:

We're looking for a Tax Administrator to join our Operations team.

Reporting to the Manager, Tax, the Tax Administrator is primarily responsible for ensuring all CAM/CQSI tax receipt audits are completed as per schedule deadlines. The Tax Administrator processes all tax CAM/CQSI monthly withholding tax remittances and delivered within SLA, CRA 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.

Who you are:

• You take initiative, seeking out and owning opportunities to improve yourself, your team, and our business.
• You're comfortable in a fast-paced environment, maintaining a keen attention to detail even when under pressure.
• You thrive in a collaborative environment, sharing your knowledge with your colleagues, and celebrating success as a team.
• You're a life-long learner, staying current on market events, industry news, and innovative trends and technologies.
• You believe in sustainable financial strength, and you're committed to long-term wealth solutions.
• You consider the impact of your actions on your team members, our partners, our clients, and the places where we live and work.

What your day looks like:

Duties and Regulatory Responsibilities - 60%

• 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 via the tax inbox and OSM are addressed and completed within SLA deadlines
• Responsible for CAM/CQSI 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;
• Perform quality control on the daily duties of the junior tax reporting associates;
• Prepare and/or review year-end tax reporting forms for Plan and Non-Plan client accounts
• Monitor CRA, IRS, MFDA and IIROC websites regularly for tax changes and share the information with the team update the manual accordingly
• Gather information for the internal and external auditors
• Offer operations support and service

Audits and Risk Control - 20%

• Review current process of monthly tax audits of tax reporting
• Identify outstanding items and resolve these in a timely manner
• Proactively identify and implement process improvements
• Research and promptly resolve escalated issues

Tax Reconciliation and Remittance - 10%

• Process monthly withholding tax remittances to CRA 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;

Document Analysis and Maintenance - 10%

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

Requirements

Your experience and skills:

• Post-secondary education in accounting, business and/or financial administration
• 4-6 years of experience in the financial services industry, preferably in tax reporting
• Industry knowledge of MFDA, IIROC and CRA rules and regulations
• Successful completion of the Canadian Securities Course or IFIC Operations Course would be an asset
• Excellent communication skills
• Ability to work independently and in 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

Benefits

At Aviso, you'll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork. Aviso Wealth 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.

Company Overview:

Aviso Wealth is a national, integrated financial services company, with over $100 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, The Co-operators / CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at .