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 Team Lead, Tax Reporting to join our award-winning firm in the Vancouver office.

WHAT YOU'LL DO

We are seeking an experienced subject-matter expert with strong knowledge of tax reporting and client account processing. Reporting to the Supervisor, Tax Reporting, the ideal candidate is committed to client service excellence, detail-oriented and driven to provide exemplary support to advisory groups in a fast-paced environment. This role requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory environment.

RESPONSIBILITIES

Provide expert advice in processes and best practices related to tax reporting to team members, Advisors and their advisory support teams Ensure deadlines are met with CRA and IRS tax remittances and assist in issuance of tax receipts during tax season Conduct accurate reconciliations of tax reporting on income, reorganizations, and manual adjustments Investigate discrepancies from reconciliations and make necessary adjustments Deliver client service excellence by responding to inquiries accurately and timely Serve as the first point of contact for escalation of any urgent issues 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 Communicate department initiatives, changes, and updates to team members Review and audit client account applications and information, in accordance with rules and regulations related to QI, FATCA and CRS Ensure standard operating procedures are followed and service-level agreements are met Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes Participate in cross-functional department reporting, audit, and review projects Maintain up-to-date knowledge of taxation industry by participating in relevant meetings and seminars Engage in ongoing learning and professional development to increase knowledge as a subject-matter expert

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

2+ years of investment industry experience, with extensive knowledge of tax reporting processes People leadership experience is a strong asset Self-starter and continuous learner with the capacity to work independently Demonstrated 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 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 required Proficiency in Microsoft 365 (Outlook, Word, Excel and PowerPoint)

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 $60,000 - 65,000/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 July 25, 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.