Tax Administrator - Montréal, Canada - Raymond James Financial

Raymond James Financial

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Tax Administrator

At Raymond James, _
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Raymond James Ltd.

is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

_ Tax Administrator_

How does the role impact the organization?

What is the position responsible for?

Review, modify and prepare templates, letters, reports, PowerPoint presentations, Word documents, Excel workbooks and other correspondence materials; research, compile and summarize information/data ;
Administer invoicing, processing receivables and CRA remittances ;
Service and oversee General Inbox of clients' general daytoday requests ;
Communicate internally with various operational and administrative departments;
Enter, review and maintain client accounts and contact information in the Client Relationship Management (CRM) platform and network drives ;
Review upcoming deadlines and work requirements with the team; coordinate the logistics and flow of work to specific team members (i.e., documents for review/signature) ;
Coordinate and schedule internal and external meeting and appointment logistics and prepare supporting material ;
Maintain electronic and paper filing systems ;
Contribute to the development of new ideas and approaches to improve work processes ;
Work collaboratively with other team members and leadership ; and
Maintain flexibility to work overtime, as necessary

What can you expect from us?
Our most important investment is in people, Raymond James Ltd offers
flexible workstyles, a competitive compensation and benefits package.

Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

Proficient in MS Office (Word, Excel, PowerPoint, and Outlook) ;
Organizing, multitasking, and prioritizing ;
Build strong relationship skills ;
Manage competing priorities ; and
Work on simultaneous projects

Educational/ Previous Experience Requirements

Postsecondary education in business administration is considered an asset ;
Strong interpersonal skills with demonstrated focus on client service ;
Exceptional verbal and written communication abilities ;
2+ years of increasingly complex administrative responsibilities in a previous professional services environment
Experience in a public practice accounting firm is considered an asset ; and
Excellent organizational and time management skills, with the ability to manage multiple tasks simultaneously

How to differentiate yourself from others: (optional)

Experience working with TaxPrep is an asset; and
CRM (Customer Relationship Management) software is an asset;

Job Operations

Primary Location CA-QC-Montreal-Montréal

Other Locations Canada

Organization Operations

Schedule Full-time

Status Permanent Full-Time