Tax Specialist Wealth Management

Résumé du poste

The Tax Specialist is responsible for managing tax reporting processes for non-registered products, including executing reconciliations and filing tax slips with government bodies. They will also investigate complex tax inquiries and participate in projects to improve reporting accuracy and compliance.

Détails du poste

Permanent Full Time - As a Tax Specialist, you will be responsible for all tax reporting with a focus on non-registered products. This includes knowledge of the many systems within Individual (Wealth and Insurance) and Group Customer. You will be expected to participate in projects relating to tax accounting and reporting processes, while maintaining timely and accurate reporting to clients and government bodies, such as the Canada Revenue Agency and Revenue Quebec. You will be accountable for: Executing monthly, quarterly, and annual reconciliations and reporting to client and CRA for multiple Finance tax processes Ensuring that reconciliations related to the system process are timely and accurate and compliant with CRA requirements Filing all tax slips to CRA/MRQ meeting all deadlines Investigating and resolving complex tax questions and inquiries Participate in projects that have a direct impact to the tax reporting process Analyzing reporting requirements for tax documents under the prescribed guidelines from Federal and Provincial governments Required Competencies and Behaviors: Experience with the various non-registered tax slips that support Individual Customer and Group Customer Knowledge of financial transactions and how they impact a tax calculation Ability to manage multiple demands while working to strict deadlines Proven analytical ability Strong problem-solving skills High degree of accuracy Customer Service - The base salary for this position is between $62,800 - $94,200 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you. Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis. Grow with Canada Life We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! What we offer: We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day. Financial Security: Company-matching pension plan, share ownership program and additional investment options. Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more! Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. Learn more about Canada Life. We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies. Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. #LI-Hybrid

Ce que vous ferez

The Tax Specialist is responsible for managing tax reporting processes for non-registered products, including executing reconciliations and filing tax slips with government bodies. They will also investigate complex tax inquiries and participate in projects to improve reporting accuracy and compliance.

Exigences

Candidates must have experience with non-registered tax slips and a strong understanding of how financial transactions impact tax calculations. Proven analytical skills, high attention to detail, and the ability to meet strict deadlines are essential for this role.

Avantages

• Career development • Education reimbursement • Health benefits • Dental benefits • Mental health benefit • Vacation • Personal days • Volunteer day • Pension plan • Share ownership program • Investment options • Employee recognition programs • Employee discounts

Compétences indiquées

• Service à la clientèle · Souhaitée
• Résolution de problèmes · Souhaitée
• Accuracy · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Tax reporting
• Reconciliation
• Financial transactions
• Tax accounting
• Analytical ability
• Problem-solving
• Accuracy
• Customer service
• CRA compliance
• Tax slip filing
• Tax Documentation
• Reporting Processes
• Analytical Skills
• Tax Accounting
• Mental Health
• Calculations
• Customer Service
• Finance
• Problem Solving
• Mentorship
• Tax Consulting
• Filing

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Wealth Management Specialist
• Tax Specialist
• Accountants
• Tax Preparers