Associate, Tax & Client Reporting - 6 Month Contract

Raymond James Ltd.; Vancouver; On-site; CAD 50,000 - 60,000; Full time

Job summary

Raymond James Ltd. is seeking an Associate in Vancouver to support Tax & Client Reporting. You will process tax data and receipts, respond to inquiries from Investment Advisors, and maintain client records in compliance with CRA/IRS rules.

The role emphasizes accuracy, collaboration, and timely delivery. The team values organized, client-focused professionals who can navigate tax season deadlines and liaise with internal and external stakeholders.

Qualifications

• Bachelor’s Degree or equivalent in commerce/business administration preferred.
• Experience in tax or financial services is an asset.
• Familiarity with Broadridge Dataphile is beneficial.
• Proficient with Microsoft Office (Excel/Word/Outlook/PowerPoint).
• High attention to detail and accuracy in data handling.
• Strong client-service orientation and communication skills.

Responsibilities

• Ensure timely, accurate data processing within service standards for routine tasks and projects.
• Provide support and solutions to inquiries from Investment Advisor teams and internal departments.
• Review client documentation and maintain client data in line with policies and regulations (CRA, IRS, securities).
• Process Canadian, Quebec, and U.S. income tax receipts during tax season.
• Liaise with internal and external stakeholders in a professional manner.
• Develop understanding of Raymond James’ services and industry.
• Correspond with government agencies on tax compliance issues as needed.
• Assist other Tax Reporting team members as required.

Skills

Organizational skills

Data processing

Client inquiry handling

Time management

Professional communication

Attention to detail

Customer-centric mindset

Education

Bachelor’s Degree, Commerce or Business Administration

Canadian Securities Course (CSC) is a plus

Tools

Broadridge Dataphile

Microsoft Office Suite

Job description

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.

Associate, Tax & Client Reporting

How does the role impact the organization?

The Tax & Client Reporting Associate requires an organized, hardworking, team-oriented and technologically 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 timely, accurate data processing within prescribed service standards of routine tasks and projects;
• Provide support and solutions to inquiries from Investment Advisor teams and other internal departments;
• Review client documentation and maintain client database in accordance with business policies, CRA, IRS and investment industry regulations;
• Process Canadian, Quebec, and U.S. income tax receipts during tax season;
• 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; and
• 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?

• 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;
• Work experience in tax or the financial services industry is an asset;
• Experience working with the Broadridge Dataphile application;
• Professional experience in a client service role;
• Completion of the Canadian Securities Course (CSC) is an asset;
• Proficient in Microsoft Office Suite (Excel, Word, 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;

Salary Range: $50,000 - 60,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

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 [e-mail]. 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. We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Job

Administrative & Support Services

Primary Location

CA-BC-Vancouver-Vancouver

Organization

Operations

Schedule

Full-time

Status

Temporary Full-Time