Senior Associate, Tax & Client Reporting

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Senior Associate, Tax & Client Reporting

How does the role impact the organization?

The Senior Associate, Tax & Client Reporting requires an organized, hardworking, team-oriented and computer proficient candidate. The candidate must meet the department’s tax season deadlines and be able to thoroughly investigate client queries as well as resolve those issues in conjunction with internal staff and Investment Advisors.

What will your role be responsible for?

• Ensure high quality control by reviewing routine departmental tasks & projects prepared by junior associates;
• Provide support and solutions to inquiries from Investment Advisor teams and other internal departments as a subject matter expert;
• Review client documentation and maintain client database in accordance with business policies, CRA, IRS and investment industry regulations;
• Process and review Canadian, Quebec, and U.S. income tax receipts during tax season;
• Assist with the development of training materials and participate in the training of junior and seasonal associates;
• Contribute to the improvement and enhancement of work processes to increase efficiency and accuracy;
• Liaise and correspond professionally with internal and external stakeholders;
• Develop a thorough understanding of Raymond James’ services, businesses and industry;
• Correspond with various government agencies to address tax compliance issues;
• Provide assistance to other Tax Reporting team members as needed;
  
  

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

• Fundamental investment concepts, practices, and procedures used in the securities industry;
• Exceptional organizational skills and the ability to manage multiple responsibilities effectively;
• Strong professional communication skills, both verbal and written;
• Proficient in time management, prioritizing tasks, and meeting deadlines;
• Demonstrated ability in building and maintaining positive relationships with clients and colleagues;
• Meticulous attention to detail in all tasks and activities;
• Customer-centric mindset with a focus on providing excellent client service;
  
  

Education and Experience:

• Bachelor’s Degree, Commerce or Business Administration preferred;
• 2 to 4 years of relevant work experience in tax or the financial services industry;
• Professional experience in a client service role;
• Completion of CPA or InDepth tax program is an asset;
• Completion of the Canadian Securities Course (CSC) is an asset;
• Proficient in Microsoft Office Suite (Word, Excel, Outlook and PowerPoint);
  
  

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
  
  

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc) $67,000-77,000 in addition to competitive performance bonuses/incentives.

Job

Operations

Primary Location

CA-BC-Vancouver-Vancouver

Organization

Operations

Schedule

Full-time

Status

Permanent Full-Time