Client Tax Associate

At-a-Glance:
Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Client Tax Associate.

Position Type:

• Contract
• Hybrid - 3 days a week onsite, 2 days a week WFH.

Required:

• Familiarity with Canadian, UK, and Australia reporting for global employee share plan requirements.
• Self-motivated with excellent time management skills during tight deadlines.
• Proactive in engaging and collaborating with global co-workers to contribute as an effective team member.
• Strong analytical, accurate, and problem-solving skills.
• Ability to challenge business deficiencies identified through the tax production process.
• Effective communication skills to articulate issues both verbally and in writing.
• Comfortable with technology and technical concepts in a fast-paced environment.
• Ability to work independently and handle multiple assignments concurrently.
• 2–5 years of experience in Tax Operations, Financial Services, Brokerage Operations, or Tax Reporting.
• Experience with tax reporting, tax filings, data analysis, and regulatory reporting.
• Proficiency with Canadian tax forms (T5008, T3, T5), CRA reporting, Shareworks, Stock Plan Administration, UK/Australia tax reporting, and Excel.

Preferences:

• Bachelor's degree in Finance, Accounting, Business, or related field.
• Previous employee share plan and tax production background.
• Aptitude for learning quickly with a solid understanding of the Internet, e-commerce, and equities.
• Deep belief in team success, collaboration, and adaptability to continuous change.

Responsibilities:

• Ensure all withholding and reporting obligations of the Firm are met.
• Perform data reviews, tax forms, and interact with internal and external clients and vendors.
• Review and ensure accuracy in Canadian Tax Reporting (e.g., T5008, T3, T5).
• Update Excel files for accurate reporting values.
• Ensure participant data accuracy and manage tax filings and reporting for Corporate Clients.
• Review CRA and MRQ filings for accuracy.
• Contribute to the annual tax production project plan.
• Perform required testing on tax forms issued from Shareworks.
• Manage special handling requirements for clients, including tax form amendments.
• Audit tax form generation to ensure completion for all clients.
• Provide project updates to the Tax Manager as required.
• Update processes and procedures policy portal as needed.

Get in Touch:

We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Bharat at 862-658-6248 to learn more.

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