Location Address : 5 days in office
Contract Duration : ASAP to 07 / 31 /
Story Behind the Need
Business group : The WM Taxation contributes to the overall success of a The Bank's Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.
Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
Project : This team requires additional assistance during their peak tax season. This position would to support their corporate clients in prepping and filing tax returns for the previous fiscal year.
There is a potential to work overtime or on weekends but this will be communicated in advance.
Responsibilities :
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Reviews tax returns prepared by Tax Administrators, and seasonal staff to ensure completeness and accuracy and to minimize risk.
- Prepares complex returns by proactively gathering or preparing all relevant supporting documentation, such as income statements, transactions, tax slips, capital gains & losses statements and fees charged.
- Secondary contact for all clients and partners. May be primary contact for a limited number of assigned clients.
- Proactively recognizes tax issues as they affect the client’s situation and ensures that the clients and our partners are made aware, as appropriate.
- Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of his / her respective areas, while ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Practices, ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML / ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML / ATF Global Handbook and the Guidelines for Business Conduct.
- Champions a high performance environment and contributes to an inclusive work environment.
Must Have Skills :
- 5-7 years experience as a Tax Accountant
- Prior Experience preparing and filing tax returns (corporate or personal)
- Prior experience working in a Financial Institution
Nice-To-Have Skills :
- Prior knowledge of Estate / Trust taxes
- Prior experience managing junior staff
Best vs Average : The ideal candidate would have experience working in a high volume environment specifically preparing taxes during peak season.
Degrees or certifications :
- Bachelor’s degree in related field