Tax Reporting Administrator (18-Month Contract)

THE OPPORTUNITYWe have an opportunity for a Tax Reporting Administrator (18-Month Contract) to join our award-winning firm in the Vancouver office. WHAT YOU’LL DOReporting to the Supervisor, Tax Reporting, you will play a key part in ensuring the accurate and timely preparation of tax-related documentation and tax reporting for clients and regulatory bodies.

RESPONSIBILITIES

Maintain accurate tax records and help ensure compliance with CRA/IRS and other regulatory requirements Support the reconciliation and validation of tax data from internal systems Assist in the preparation and distribution of annual tax slips (e.g., T3, T5, 1099, T5013) Research and investigate income and corporate action reorganization events for tax reporting purposes Provide client service and administrative support to Investment Advisors and Assistants Respond to internal and external inquiries related to tax documents and reporting accurately and in a timely manner Ensure standard operating procedures are followed and accuracy of processing is maintained in a fast paced service-driven environment Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes Engage in continuous learning and development to build tax reporting knowledge and expertise Participate in Corporate Actions and Tax Reporting projects as needed

COMPETENCIES

Analysis – Assess quantitative and qualitative data, information, or situations to understand the most important details, identify patterns or meaning, and translate it into useful recommendations, decisions, or actions Coordination – Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelines Customer Service – Determine needs, capture relevant information, apply internal policy or regulation, and escalate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issues Operational Policy and Procedures – Apply knowledge of the firm’s procedures and processes to execute work to a high standard of consistency, efficiency, compliance, and safety Project Management – Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlines Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm Systems and Application Proficiency – Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently

KNOWLEDGE AND EXPERIENCE

1+ years of investment industry experience in Corporate Actions, Taxation, Client Services, Banking or similar function Working knowledge of Canadian tax slips and regulatory requirements Post-secondary education in Business, Finance, Accounting or a related field, or an equivalent combination of education and experience Proven experience of serving clients in a professional services environment Exceptional attention to detail and skilled at working efficiently and accurately Strong organizational skills with ability to prioritize important and time-sensitive tasks Motivated and eager to learn, with a strong sense of accountability and willingness to take on new tasks and responsibilities Strong interpersonal and relationship-building skills with ability to work independently and within a team Excellent verbal and written communication skills Intermediate proficiency with Microsoft 365 applications Experience with the Broadridge Dataphile platform or similar bookkeeping system is considered an asset Familiarity with the investment industry, tax reporting, or accounting processes is considered an asset

WHAT WE OFFERA culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and values each individual’s contribution. We offer a competitive and equitable total rewards package, including mentorship programs and meaningful professional development to support your continued growth. The expected salary range for this role is $50,000 – $55,000 per year, plus eligibility for a performance-based bonus. Our team is growing, and we are looking for a collaborative, detail-orientated individual to join us. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by July 28, 2026. Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment. We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at careers@odlumbrown.com. We appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.