Are you looking for a challenging role where you will have the opportunity to have a huge impact on an industry leader?
Do you have outstanding relationships and a creative streak? Do you have excellent communication and interpersonal skills?
If so, this role may be for you!
The details of this role that will help you decide if it’s the right move for you…
...
Location: Toronto, ON
4 Month Contract
Global opportunities for professional growth and development
Advantages
Competitive Pay Rate
Hybrid Setting
Opportunity to gain valuable experience in the banking sector
Responsibilities
• Support and assist in the generation of ad hoc queries, monthly reporting for various reconciliations, and work with Operations, Wealth Partners, Technology and Vendors to scope, test, and review Tax UAT and production cycles and leverage available technologies.
• Generate various Tax slips and filings with CRA/RQ as required and provide Partners with necessary calculations related tax financial information
• Support and assist in the production of various registered plans and Mutual Funds tax products, gathering of RRSP withdrawals, RIF payments or mutual fund income payment data and tax allocation information from Fund Accountants for various Tax reporting.
Process Optimization:
• Drive continuous improvement of the current state Tax Production model service level agreements (SLA) to enhance the client experience and operational efficiencies
• Analyze current state processes and perform root cause analysis for any breaks and gaps in process, including but not limited to:
• Finding Data integrity or quality issues
• Independently drive change and solutions for all identified root causes.
• Take a risk-based approach in applying innovative solutions to unique problems in differing lines of business and tax products
• Liaise and drive change between multiple stakeholders (Technology, Business Architecture, Operations, Wealth Business lines etc.)
• Recommend and summarize improvements to Management and senior leadership
Job Requirements:
• Understanding of Canadian Federal and Provincial Tax Act as it pertains to registered and non-registered tax products, such as T550, T3GR, RC249, RRSP Contribution Receipts, 60J, 60L, TFSA, T4RSP/REL2, T4RIF/REL2, T4A/REL1 for RESP and RDSP, T3/REL16, T5/REL3 & T5008/REL18 for Client’s Mutual Funds/Structured Notes
• Knowledge of Canadian tax reporting requirements on
• Death of an TFSA/RRSP/RRIF annuitant
• Non-qualified investments held in a registered account
• Unclaimed property and Uncashed cheque
• Experience in using TaxPrep software to prepare of tax forms and/or T3 tax returns
• Withholding tax remittances and reconciliations with CRA/RQ
• Data literacy, process optimization, data technology tools.
• Intermediate-Advanced Level Excel: write functions/formulas, manage data, able to find easier way to complete work, creativity and willing to learn
• Drive change and solutions for root causes that they identify
• Drive continuous improvements and perform root cause analysis (find data integrity issues, fix data, identify outdated processes and technology used, and provide recommendations)
Qualifications
• 1-3 years’ work experience in analytical roles (data analysis, operations analyst, data validation, reporting, and analytics techniques)
• A general understanding of Banking Operations and interest in financial services
• Education: taxation, accounting, finance, computer science, business, mathematics, stats, or related field with 1-3 years’ experience as tax analyst/associate, business analyst or related
Nice to have
• Experience in using ISM, RPM, SEI, Unitrax (GIF II), SMS and Funds360 systems would be an asset.
Must Have :
Advanced Excel ( data analysis )
Canadian Tax regulations
Summary
If this role sounds like a good fit for you, please APPLY ONLINE at www.randstad.ca
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
show more
Are you looking for a challenging role where you will have the opportunity to have a huge impact on an industry leader?
Do you have outstanding relationships and a creative streak? Do you have excellent communication and interpersonal skills?
If so, this role may be for you!
The details of this role that will help you decide if it’s the right move for you…
Location: Toronto, ON
4 Month Contract
Global opportunities for professional growth and development
Advantages
Competitive Pay Rate
Hybrid Setting
Opportunity to gain valuable experience in the banking sector
Responsibilities
• Support and assist in the generation of ad hoc queries, monthly reporting for various reconciliations, and work with Operations, Wealth Partners, Technology and Vendors to scope, test, and review Tax UAT and production cycles and leverage available technologies.
• Generate various Tax slips and filings with CRA/RQ as required and provide Partners with necessary calculations related tax financial information
...
• Support and assist in the production of various registered plans and Mutual Funds tax products, gathering of RRSP withdrawals, RIF payments or mutual fund income payment data and tax allocation information from Fund Accountants for various Tax reporting.
Process Optimization:
• Drive continuous improvement of the current state Tax Production model service level agreements (SLA) to enhance the client experience and operational efficiencies
• Analyze current state processes and perform root cause analysis for any breaks and gaps in process, including but not limited to:
• Finding Data integrity or quality issues
• Independently drive change and solutions for all identified root causes.
• Take a risk-based approach in applying innovative solutions to unique problems in differing lines of business and tax products
• Liaise and drive change between multiple stakeholders (Technology, Business Architecture, Operations, Wealth Business lines etc.)
• Recommend and summarize improvements to Management and senior leadership
Job Requirements:
• Understanding of Canadian Federal and Provincial Tax Act as it pertains to registered and non-registered tax products, such as T550, T3GR, RC249, RRSP Contribution Receipts, 60J, 60L, TFSA, T4RSP/REL2, T4RIF/REL2, T4A/REL1 for RESP and RDSP, T3/REL16, T5/REL3 & T5008/REL18 for Client’s Mutual Funds/Structured Notes
• Knowledge of Canadian tax reporting requirements on
• Death of an TFSA/RRSP/RRIF annuitant
• Non-qualified investments held in a registered account
• Unclaimed property and Uncashed cheque
• Experience in using TaxPrep software to prepare of tax forms and/or T3 tax returns
• Withholding tax remittances and reconciliations with CRA/RQ
• Data literacy, process optimization, data technology tools.
• Intermediate-Advanced Level Excel: write functions/formulas, manage data, able to find easier way to complete work, creativity and willing to learn
• Drive change and solutions for root causes that they identify
• Drive continuous improvements and perform root cause analysis (find data integrity issues, fix data, identify outdated processes and technology used, and provide recommendations)
Qualifications
• 1-3 years’ work experience in analytical roles (data analysis, operations analyst, data validation, reporting, and analytics techniques)
• A general understanding of Banking Operations and interest in financial services
• Education: taxation, accounting, finance, computer science, business, mathematics, stats, or related field with 1-3 years’ experience as tax analyst/associate, business analyst or related
Nice to have
• Experience in using ISM, RPM, SEI, Unitrax (GIF II), SMS and Funds360 systems would be an asset.
Must Have :
Advanced Excel ( data analysis )
Canadian Tax regulations
Summary
If this role sounds like a good fit for you, please APPLY ONLINE at www.randstad.ca
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
show more
