Tax Specialist
Core
Process federal/provincial tax transactions, calculate remittances, investigate discrepancies, and generate year-end tax slips for clients and internal stakeholders.
Role type
Tax Operations Specialist
Builds
Accurate tax calculations, remittance filings, and year-end tax slips
Domain
Financial Services / Tax Compliance
Required skills
tax calculations, federal/provincial remittance processing, discrepancy investigation, year-end tax slip generation, client inquiry resolution, process improvement suggestions, Excel proficiency, independent decision-making, multitasking
Preferred skills
investment product knowledge, Mainframe system navigation, rapid software learning
Responsibilities
Review and process complex tax transactions, respond to general tax inquiries from clients and advisors, process year-end tax slips, collaborate with teams across various offices, suggest process improvements to optimize service efficiency
Seniority
Individual Contributor, operational level
