Aviso Wealth:
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Tax Administrator to join our Operations team.

Reporting to the Senior Manager, Tax, the Tax Administrator is primarily responsible for ensuring all Aviso Financial tax receipt audits are completed as per schedule deadlines. The Tax Administrator processes all tax monthly withholding tax remittances and delivered within SLA, CRA, MRQ and IRS filing deadlines. The Tax Administrator will ensure that all trustee and government regulatory requirements are met, and their knowledge is current on these requirements. They will work closely with the Reconciliation, Processing and Corporate Actions Department and will be responsible for tax slip production and delivery of the files to our print vendor. The Tax Administrator will participate in regular tax related industry conferences or group sessions and will work closely with the Manager of Tax to ensure all defined and documented processes are reviewed regularly.

Who you are:

Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

Duties and Regulatory Responsibilities

Ensure scheduled tax audits are processed and completed within deadlines
Ensure any transaction corrections are corrected and completed before tax production
Ensure all tax related requests received via the tax inbox and Creatio are addressed and completed within SLA deadlines
Responsible for Tax Slip Production and submission of files to DOXIM
Reviews all vendor portals before their deadlines to ensure all instructions are correct and current
Escalates any tax related issues that require management review and intervention
Stay current on both CRA, and IRS Qualified Intermediary/FATCA rules/CRS rules and regulations through the review of legislation, press releases, and industry information bulletins
Perform quality control on the daily duties of the junior tax reporting associates
Prepare and/or review year-end tax reporting forms for Plan and Non-Plan client accounts
Monitor CRA, MRQ, IRS, CIRO (formerly MFDA and IIROC) websites regularly for tax changes and share the information with the team update the manual accordingly
Gather information for the internal and external auditors
Offer operations support and service

Audits and Risk Control

Review current process of monthly tax audits of tax reporting
Performs data validation checking tax reports against accounts in our internal system
Identify outstanding items and resolve these in a timely manner
Proactively identify and implement process improvements
Research and promptly resolve escalated issues
Ensure all discrepancies in clients accounts are escalated to the processing area to be address in a timely manner

Tax Reconciliation and Remittance

Performs payroll tax remittances to CRA, MRQ and IRS and balancing of the tax internal control accounts vs CRA, MRQ and IRS payroll accounts
Process monthly withholding tax remittances to CRA, MRQ and IRS within deadline
Ensure accurate and timely charging and remittance of non-resident and back-up withholding taxes as required by regulation for both resident and non-resident clients

Document Analysis and Maintenance

Maintain and document departmental procedures
Recommend and implement procedures to streamline workflow

Your experience and skills:

Post-secondary education in accounting, business and/or financial administration
4-6 years of experience in the financial services industry, preferably in tax reporting
Industry knowledge of CRA, and CIRO (formerly MFDA and IIROC) rules and regulations
Successful completion of the Canadian Securities Course or IFIC Operations Course would be an asset
Excellent communication skills. Fluent communication skills in English are required and bilingual skills in French are an asset
Ability to work independently and in a team
Excellent time management and organizational skills
Pro-active and superior problem solving abilities and strong analytical skills
Excellent customer service orientation
Extremely detail oriented and accurate
Ability to work well under pressure and meet time constraints
Intermediate computer skills in Word & Outlook; advanced skills in Excel and Access