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- Execute Canadian and/or IRS tax production activities accurately and within regulatory deadlines
- Identify, document, and support resolution of system defects and process gaps
- Collaborate with internal and external composition and printing partners as it related to tax activities
- Develop and maintain related procedure and work instruction documents, and regularly review and update as required
- Establish processes and procedures that facilitate continuous process improvement on all tax production processes, and ensure operational efficiency of the production processes
- Support project initiatives and audits as it relates to tax
- Working knowledge of Microsoft Excel
- College or University degree related to Commerce is an asset
- Tax related courses, certifications, or completion of Canadian Securities Course (CSC) is an asset
- Working knowledge of SPM/Confluence software is an asset
- Critical thinking skills and are enthusiastic about delivering quality service
- Strong reconciliation and analytical skills
- Excellent verbal and written communication skills
- Demonstrated pro-activity, initiative, and resourcefulness
- The ability to work independently or effectively within a team
- The ability to manage multiple priorities in a fast- paced environment
- The ability to effectively manage change
- A results-oriented mindset
- The capacity to assess, develop and monitor complex business processes
Client Reporting Specialist - Ottawa, Canada - Scotiabank
Description
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Reporting Specialist to join our team.
Is this role right for you? In this role you will:
Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:
Experience in tax reporting in a financial services environment