Senior Tax Analyst

What is the opportunity?

The Senior Analyst is responsible for assisting with all activities related to Canadian tax reporting, tax withholding and tax remittance to the CRA and Revenue Quebec for all custody platforms (Trust, BANCS, Gplus, Milvus). Minimizing financial risk by ensuring compliance with CRA and Revenue Quebec reporting and remittance rules and internal policies and procedures

What will you do?

• Minimize financial/reputational risk by ensuring remittances & reconciliations are current with all tax authorities.
• Following operating procedures to ensure the accuracy, timeliness and completeness of tax reclaims, and relief at source filings for Global and Canadian withholding taxes.
• Ensure that all reporting and reconciliations ensure completeness of outstanding reclaims and assist clients' with their reconciliations.
• Ensure all tax reclaims are completed on timely basis before client SLA deadlines.
• Continuously identify opportunities to enhance service for our clients by ensuring best practices are identified and applied. Focus on creating an environment of continuous improvement that assesses workflow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality.
• Ensure desk operating procedures are fully documented and current at all times.
• Ensure internal macros needed for certain reporting is tested and maintained properly.
• Develop and implement comprehensive operating procedures that ensure the accuracy, timeliness and completeness of tax withholdings, remittances, client reporting and associated regulatory filings.
• Ensure all Canadian tax reporting is completed on or before established deadlines
• Mitigate financial/reputational risk by ensuring appropriate structure, resources, procedures and controls are developed and maintained

What do you need to succeed?

Must have:

• University degree with accounting/finance concentration or equivalent work experience.
• 2+ years securities/custody industry experience, knowledge of international markets, securities operations and related tax requirements.
• In-depth knowledge of both Global and Canadian tax reclaim filing.
• In-depth system knowledge of custody platforms.
• Canadian Securities Course.
• Ability to lead initiatives and projects complemented by strong project management skills and ability to meet strict deadlines.

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate.
• Opportunity to obtain hands-on experience throughout your role
• Working with an exciting, close-knit, supportive & dynamic group
• Opportunity to collaborate with other business segments within the bank
• Excellent career development and progression opportunities
• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Competitive compensation

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