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.



THE OPPORTUNITY

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

WHAT YOU'LL DO

Reporting to the Supervisor, Tax Reporting, you will play a key part in ensuring the accurate and timely preparation of tax-related documentation and tax reporting for clients and regulatory bodies.

RESPONSIBILITIES

Maintain accurate tax records and help ensure compliance with CRA/IRS and other regulatory requirements Support the reconciliation and validation of tax data from internal systems Assist in the preparation and distribution of annual tax slips (e.g., T3, T5, 1099, T5013) Research and investigate income and corporate action reorganization events for tax reporting purposes Provide client service and administrative support to Investment Advisors and Assistants Respond to internal and external inquiries related to tax documents and reporting accurately and in a timely manner Ensure standard operating procedures are followed and service level agreements are met in a fast-paced, service-driven environment Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes Engage in continuous learning and development to increase knowledge as a tax expert Participate in Corporate Actions and Tax Reporting projects as needed

COMPETENCIES

Analysis - Assess quantitative and qualitative data, information, or situations to understand the most important details, identify patterns or meaning, and translate it into useful recommendations, decisions, or actions Coordination - Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelines Customer Service - Determine needs, capture relevant information, apply internal policy or regulation, and escalate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issues Operational Policy and Procedures - Apply knowledge of the firm's procedures and processes to execute work to a high standard of consistency, efficiency, compliance, and safety Project Management - Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlines Regulatory Knowledge - Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm Systems and Application Proficiency - Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently

KNOWLEDGE AND EXPERIENCE

1 to 2 years of investment industry experience in Corporate Actions, Taxation, Client Services, Banking or similar function Working knowledge of Canadian tax slips and regulatory requirements University graduate with a Finance, Accounting or Business degree Proven experience of serving clients in a professional services environment Exceptional attention to detail and skilled at working efficiently and accurately Strong organizational skills with ability to prioritize important and time-sensitive tasks Self-starter with solid work ethic; eager to learn and take on new tasks and responsibilities Strong interpersonal and relationship-building skills with ability to work independently and within a team Excellent verbal and written communication skills Intermediate proficiency in Microsoft 365 Experience with the Broadridge Dataphile platform or similar bookkeeping system is an asset Familiarity with the investment industry or tax and accounting experience at other firms is an asset

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 $50,000 - $55,000/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 by September 23, 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.