Manager, US Tax Regulatory and Project Support

What is the opportunity?

You will provide regulatory and project support to the Senior Manager of the US Tax Reporting team.  This team is responsible for meeting US tax reporting requirements including the preparation and filing of US tax forms (945, 1099, 1042, 1042-S etc.), tax remittances and custodial reconciliation. 

What will you do?

• Research, analyze and interpret changes to US tax regulations that impact QI reporting
• Provide leadership for projects related to new initiatives and system enhancements
• Analyze existing processes and procedures with the intent of identifying ways to improve client service, increase efficiency and reduce risk
• Work with internal developers and team members to design, develop and implement solutions that improve current processes.
• Act as a subject matter expert on US tax regulations that impact QI reporting

What do you need to succeed?

Must have:

• In-depth knowledge of US tax regulations for Qualified Intermediary including Sections 302, 305(c), 871(m) and 1446 of the Internal Revenue Code
• 5+ years’ experience in QI related role
• Strong Microsoft Office skills including MS Access and Excel
• Strong organizational skills
• Strong written and verbal communication skills

Nice to Have:

• Project management experience
• Working knowledge of Microsoft Access, ClientSource, BTS, ServiceLink

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities          

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Performance Measurement, Operational Delivery, Process Improvements, Risk Management, Time Management, Treasury Management

Additional Job Details

180 WELLINGTON ST W:TORONTOTORONTOCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2024-10-242024-11-07