Client Tax Associate

At-a-Glance:
Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Client Tax Associate.

Position Type:

• Contract
• Hybrid - 3 days a week onsite, 2 days a week WFH.  

Required:

• Familiarity Canadian, UK and Australia reporting for global employee share plan requirements.
• Self-motivated and eager to learn.
• Excellent time management skills during tight deadlines.
• Proactively engage and collaborate with all co-workers globally to build positive rapport to contribute as an effective team member as measured by feedback.
• Analytical, accurate, and strong problem-solving skills essential.
• Vocal ability to challenge business deficiencies identified through the tax production process.
• An ability to articulate issues both in verbal and written form to help aid swift resolution.
• Previous employee share plan and tax production background would be advantageous.
• Comfortable with technology and technical concepts in a fast-paced changing environment.
• An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities.
• A deep belief in team success, collaboration and a willingness to adapt to continuous change.
• An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals.

Responsibilities:

• The Client Tax Operations Department is responsible for ensuring that all withholding and reporting obligations of the Firm are met.
• The Client Tax Associate position is required to perform numerous data reviews, tax forms, interacting with internal and external clients and vendors.
• Review and ensure Canadian Tax Reporting is accurate, i.e. T5008, T3, T5 etc.
• Updates excel files for accurate reporting values.
• Ensure participant data is accurate.
• Attain appropriate approvals, document and confirm successful submissions per jurisdiction.
• Ensure that all tax filings and reporting for Corporate Clients and Share works by, are issued accurately and timely.
• Review CRA and MRQ filings are accurate.
• Contribute to the annual tax production project plan to ensure that all relevant tasks are captured throughout the year.
• Perform all required testing on tax forms that are issued from Share works to ensure accuracy through preliminary reviews.
• Manage any special handling requirements for clients inclusive of tax form amendments for clients.
• Audit tax form generation to ensure all forms for all clients have been completed.
• Proactively provide project updates to Tax Manager as required to ensure the success of tax activities.
• Update processes and procedures policy portal as required.