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    Wealth Operations Analyst II-Wealth Tax - Toronto, Canada - The Toronto-Dominion Bank (Canada)

    The Toronto-Dominion Bank (Canada)
    The Toronto-Dominion Bank (Canada) Toronto, Canada

    3 weeks ago

    Default job background
    Full time
    Description

    Description

  • Perform monthly, quarterly and annual health check reports to assist in the accuracy of annual reporting; extensive tax knowledge is essential to validate calculation samplings.
  • Perform annual user acceptance testing (UAT) prior to production
  • Liaison with the business' to coordinate business specific tax requirements for customers
  • Liaison with respective vendors throughout the year to test and produce tax documents
  • Accountable to ensure all regulatory filings are completed and mailed prior to the prescribed mail dates.
  • Identify process improvements or regulatory changes and prepare a project request document if required and work with the project manager to ensure project objectives, timelines and budget are being met.
  • Ensure any inquiry is managed within the prescribed timelines and follow the escalation protocol if required.
  • Where requested, provide input on complex Corporate Action payments, Income and Mutual Fund transactions to ensure accurate tax reporting.
  • Represent TD Wealth at Canadian industry tax meetings

    • Job Requirements

  • Experience in Canadian investor taxation is an asset
  • Strong time management and organizational skills to manage multiple deadlines
  • and priorities within a highly demanding environment
  • Strong analytical skills with attention to detail
  • Ability to interpret and apply tax regulations to reporting and remitting
  • Escalate issues upon discovery detailing the issue along with recommendations
  • An established track record of providing exceptional customer service
  • Flexibility to adapt to changing requirements during tax season

    • Who We Are:

    TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

    TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

    Our Total Rewards Package
    Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

    Additional Information:
    We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

    Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

    Colleague Development
    If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.

    Training & Onboarding
    We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

    Interview Process
    We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

    Accommodation
    Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

    We look forward to hearing from you

    Language Requirement:

    N/A.
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