Tax Operations Analyst

  • Date Posted Sep 8, 2022
  • Location Toronto, Ontario
  • Job Type Contract
  • Job ID 15124

Do you seek challenges and personal development opportunities, and have the courage to make a difference? Are you a motivated, flexible, creative team player with perseverance, excellent multi-tasking abilities and a proven track record for meeting strict deadlines? Then, Apply Now!

Working with one of the top financial clients this role calls for a Tax Operations Analyst who will provide a range of analytical and process support, reporting, and analytics and assist in the generation of various tax slips and filings with the Canada Revenue Agency and Revenue Quebec. The successful candidate will work to investigate, improve, and redesign existing processes and pain points within the Registered Plans and Mutual Funds Tax production space.

Responsibilities:

  • Support and assist in the generation of ad hoc queries, and monthly reporting for various reconciliations, and work with Operations, Wealth Partners, Technology and Vendors to scope, test, and review Tax UAT and production cycles and leverage available technologies.
  • Generate various Tax slips and filings with CRA/RQ as required and provide Partners with necessary calculations related to tax financial information
  • Support and assist in the production of various registered plans and Mutual Funds tax products, gathering of RRSP withdrawals, RIF payments or mutual fund income payment data and tax allocation information from Fund Accountants for various Tax reporting.
  • Drive continuous improvement of the current state Tax Production model service level agreements (SLA) to enhance the client experience and operational efficiencies
  • Analyze current state processes and perform root cause analysis for any breaks and gaps in process, including but not limited to:
  • Finding Data integrity or quality issues
  • Independently drive change and solutions for all identified root causes.
  • Take a risk-based approach in applying innovative solutions to unique problems in different lines of business and tax products
  • Liaise and drive change between multiple stakeholders (Technology, Business Architecture, Operations, Wealth Business lines etc.)
  • Recommend and summarize improvements to Management and senior leadership

Desired Skill Set:

  • 1-3 years of work experience in analytical roles like data analysis, Operations Analyst and data validation reporting
  • 1+ years of experience with registered estate Tax reporting
  • Understanding of the Federal and Provincial Tax Act
  • Experience with Data literacy, process optimization and data technology tools.
  • Working knowledge of Advanced Level Excel
  • Drive change and solutions for root causes that they identify Data integrity issues and fix data, provide recommendations
  • Drive continuous improvements and perform root cause analysis
  • A general understanding of Banking Operations and interest in financial services
  • Understanding of the Canadian Federal and Provincial Tax Act as it pertains to registered and non-registered tax products, such as T550, T3GR, RC249, RRSP Contribution Receipts, 60J, 60L, TFSA, T4RSP/REL2, T4RIF/REL2, T4A/REL1 for RESP and RDSP, T3/REL16, T5/REL3 and T5008/REL18
  • Knowledge of Canadian tax reporting requirements
  • Experience in using TaxPrep software to prepare tax forms and/or T3 tax returns
  • Withholding tax remittances and reconciliations with CRA/RQ
  • Strong knowledge of VBA macros and other programming languages

Nice To Have:

  • 1-3 years of experience as a Business Analyst
  • Experience in using ISM, RPM, SEI, Unitrax (GIF II), and Baycom (SMS and Primebase)
  • Degree in computer science, business, mathematics, stats or related field like accounting or finance.

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