Tax Operations

Job Description

Familiarity with Canadian reporting for global employee share plan requirements

TOP SKILLS
• Tax or operations experience – at least 1-2 years
• Someone with at least 1-2 years working in an office setting
• BACHELOR'S DEGREE
• Microsoft Office - Excel (Formulas, pivot tables, V/Xlookups)
• Traits – detail-oriented, collaborative, eager to learn, fast learner, assertive, well-spoken and inquisitive

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.

Job Purpose:
The principal accountabilities of this position is to support all aspects of tax filings in our global markets for our Stock Plan/Retirements business under Shareworks by Brokerage concentrating on the Canadian market primarily. Currently our global markets include Canada, United States, Australia, United Kingdom, and New Zealand. The incumbent has the necessary skills to complete tasks on our proprietary software, Shareworks, Excel and third-party tax programs, and has the necessary knowledge to conduct research for the different jurisdictions and any new countries that Shareworks moves into.
Primary Responsibilities for the role:

• Review and ensure Canadian Tax Reporting is accurate, i.e. T5008, T3, T5 etc.
• Update excel files for accurate reporting values
• Ensure participant data is accurate
• Attain appropriate approvals, document and confirm successful submissions
• Ensure that all tax filings and reporting for Corporate Clients and Shareworks by Brokerage, are issued accurately and timely
• Review filings to tax authorities for accuracy
• 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 Shareworks 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

 

Qualifications