Tax Administrator, Scotiatrust - Montreal, QC

Scotiabank; Montreal; On-site; CAD 55,000 - 70,000; Full time

Job summary

Scotiabank's Scotiatrust Taxation Services unit in Montreal, QC is seeking a Tax Administrator to contribute to preparation of income tax returns and to support tax compliance efforts. The role requires collaboration with Tax Officers and cross-functional teams, ensuring accuracy and adherence to regulations.

Candidate should have a post-secondary degree, strong computer skills, and willingness to pursue STEP/CSI Taxation Courses to stay current with tax law changes.

Qualifications

• Post-secondary degree or diploma.
• Willing to complete STEP or CSI Taxation Courses and keep up-to-date with legislative changes.
• Excellent computer skills, particularly in tax preparation programs and MS Office, SalesForce and the Broadridge Trust System.

Responsibilities

• Prepares income tax returns by gathering and analysing supporting documentation (income statements, tax slips, capital gains & losses, deductions, credits).
• Discusses tax rules and elections with Tax Officer/Manager and assesses client tax situations; performs research and provides action recommendations.
• Ensures compliance with Bank policies, risk and regulatory frameworks, AML/ATF risk and conduct risk; maintains controls.

Skills

Bilingual (French/English)

Attention to detail

Taxation knowledge

Education

Post-secondary degree or diploma

Tools

MS Office

SalesForce

Broadridge Trust System

Job description

Title: Tax Administrator, Scotiatrust - Montreal, QC

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose Contributes to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Accountabilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.


• Prepares income tax returns by proactively gathering and analysing all relevant supporting documentation, such as income statements, transactions, tax slips, capital gains & losses statements, fees deductions and relevant credits.


• Discusses tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, performs detailed analysis, undertakes research and provides suggestions around specific courses of action in less complex situations.


• Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.


• Actively pursues effective and efficient operations of his/her respective areas, while ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Practices, ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.


• Champions a high performance environment and contributes to an inclusive work environment.

Experience / Education

• Post-secondary degree or diploma


• Willing to complete the STEP or CSI Taxation Courses and keeps up-to-date with respect to legislative changes, particularly the frequent changes to the taxation of individuals, estates, trusts, corporations, and registered charities


• Excellent computer skills are required, particularly in the use of tax preparation programs and MS Office, SalesForce and the Broadridge Trust System

In addition to French, the successful candidate must also have sufficient knowledge of English, as thework involves interacting and collaborating regularly with groups and individuals based in Toronto, aswell as constantly interacting with other people, including clients, who speak English, locally andelsewhere.

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: \"for every future\", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.