Analyst, Taxation

Definity Financial; Waterloo; On-site; CAD 58,000 - 107,000; Full time

Job summary

A leading financial services company in Waterloo is seeking a Tax Analyst to support tax compliance and provision services. The ideal candidate will have a background in business or finance, coupled with 2-3 years of experience in accounting or tax. Proficiency in Microsoft Excel and interpersonal skills are essential for success in this role. The position offers competitive salary ranging from $58,100 to $106,900.

Qualifications

• At least 2-3 years of progressive experience in accounting and/or tax.
• Previous experience in an insurance company/financial institution is an asset.
• Strong team player and able to work independently.

Responsibilities

• Assist with tax compliance by preparing and filing various tax returns.
• Prepare tax provisions and account reconciliations.
• Participate in tax process improvement projects.

Skills

Attention to detail

Analytical skills

Microsoft Excel proficiency

Interpersonal skills

Verbal and written communication skills

Education

Post-secondary education in business, finance, accounting or related program

Tools

Tax research software

Oracle

Taxprep

Job description

Overview

Reporting to the Director, Tax, the Tax Analyst is a key member of the finance team. The incumbent is jointly accountable for providing tax compliance and tax provisions services to Definity Financial Corporation ("DFC") and its subsidiaries. This role provides the opportunity for cross functional collaboration between financial accounting, financial reporting and other areas of the business. The Tax Analyst must also have a willingness to ask questions in order to develop knowledge of the business and taxation activities. This role is also eligible for admission to Definity’s CPA pre-approved program, allowing the CPA candidate to acquire practical work experience and/or financial support as they work toward achieving their designation.

What can you expect in this role?

• Being a key part of a technically strong and supportive finance team in a dynamic and growing public company
• Tax Compliance
  • Assist with the preparation and filing of income tax, indirect tax and sales tax returns as well as elections and information returns
  • Prepare and file all provincial premium tax returns
  • Assist with withholding tax calculations and filings
• Provisions
  • Assist in the preparation of income tax and indirect tax provisions and tax account reconciliations
  • Coordinate with the finance team and other areas of the business to obtain tax compliance information
• Special Projects & Ad hoc Reporting
  • Work with other team members to research and document technical issues
  • Participate in tax process improvement projects
  • Assist in gathering information and drafting responses to the tax authorities\' Audit queries
  • Assist in the preparation of industry surveys
• Tax Team Support
  • Calculate and prepare all income tax, sales tax and premium tax instalments
  • Manage tax authority notices/assessments
  • Assist in monitoring Canadian tax policies and interpret tax laws and regulations
  • Provide support to the business around tax related queries and self-assessment

What do you bring to this role?

• Post-secondary education in business, finance, accounting or a related program
• At least 2-3 years of progressive experience in accounting and/or tax
• Previous experience working for or servicing an insurance company/financial institution would be an asset
• Indirect tax experience would be an asset
• CPA designation or pursuing a CPA designation
• Completion of CICA In depth level I and II would be an asset
• Strong attention to detail and analytical skills
• High level of proficiency in Microsoft Excel
• Familiar with tax research software, Oracle, or Taxprep would be an asset
• Great team player who is also able to work independently
• Excellent interpersonal and verbal/written communication skills

High degree of proficiency with English is required to service customers, both internal to the company and external, across Canada.

Salary Range: $58,100 - $106,900