Tax Analyst, Institutional & Pension Accounting

Responsibilities

• Work with the Supervisor to develop, implement and maintain technical automated programs, review and update policies & procedures, internal controls and audit requirements.
• Identify and document new/lost business and client reorganizations to adjust indicators on the various platforms to determine tax filing requirements. Maintain and update TaxDataBase and Master Lists. Assist in creating and sending out mass email correspondence. Track and document items and dates relevant to activities, NOA’s, statistics and follow up on outstanding items.
• Review new legislative requirements and related guides for impact to current processes.
• Work independently and collaboratively to develop and maintain internal and external client relationships through problem resolution, meeting deadlines, participating in meetings, and answering tax related enquiries.
• Communicate and correspond with the CRA as required.
• Preparation, cross check and filing of Federal and Provincial income tax returns, remittances, and relevant tax election forms with a high degree of accuracy within regulatory deadlines. Good grasp of Pension business, Retirement Compensation Arrangements (RCA’s), various relevant plan types and related trust documentation annual filing process, prompt handling of the administrative duties surrounding tax filings for IPA tax clients.
• Assist the Supervisor in coverage of supervisory duties in absence of the supervisor.
  
  

Qualifications

Education/Experience : Completed post-secondary education

4-5 years of progressive Industry experience

Specific Knowledge & Skills (not Preferred Or An Asset)

Understanding of GSP & IAS; knowledge of Accounting principles.

Written and verbal communication, analytical abilities, client service, problem solving and decision making skills.

Working Conditions Unique to Job (i.e. Standard Office Environment)

Standard Office Environment