Tax Administrator

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 delivers them 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 Departments 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.
• Review all vendor portals before their deadlines to ensure all instructions are correct and current.
• Escalate 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 to 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.
• Perform 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 client accounts are escalated to the processing area to be addressed in a timely manner.

Tax Reconciliation and Remittance

• Perform payroll tax remittances to CRA, MRQ, and IRS and balance 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.

At Aviso, you’ll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork. Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest; however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.