Tax Compliance & Reporting Specialist

Olympia Trust Company; Calgary; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

Olympia Trust Company is seeking a Tax Specialist to administer and support tax reporting across investment accounts, acting as a subject matter expert for regulatory requirements and remittances. You will reconcile accounts with CRA/Québec authorities, respond to notices, and drive process improvements in tax administration.

Collaboration with internal teams and external agencies will ensure accurate reports, timely remittances, and adherence to evolving tax rules.

Qualifications

• High school diploma required.
• Finance services experience is an asset.
• 2–3 years of financial or investment industry experience preferred.
• 3–5 years of administrative experience is an asset.

Responsibilities

• Provide subject matter guidance on taxation rules, reporting requirements, withholding taxes, and government remittance obligations.
• Administer and reconcile CRA, Revenu Québec, and Retraite Québec accounts, investigating and resolving discrepancies.
• Review, analyze, and respond to tax notices, assessments, statements, and correspondence from regulatory agencies.
• Coordinate withholding tax remittances and other government payments, ensuring deadlines and reporting compliance.
• Administer annual and ad hoc tax reporting activities and manage tax slips and related files.
• Investigate and resolve reporting discrepancies, rejected filings, and reconciliation issues.
• Stay updated on regulatory changes and implement process, procedural, and system updates.
• Support operational teams with complex client taxation inquiries and escalations.
• Develop and maintain tax administration procedures and controls.
• Identify opportunities for process improvements and automation in tax administration.

Skills

Investment taxation

Registered/non-registered accounts

RRSP/RRIF/TFSA

CRA reporting

Data analysis

Regulatory filing

Education

High school diploma

Tools

Microsoft Excel

SharePoint

Outlook

Tax reporting systems

Job description

Olympia Trust Company is seeking a Tax Specialist to administer and support tax reporting across investment accounts, acting as a subject matter expert for regulatory requirements and remittances. You will reconcile accounts with CRA/Québec authorities, respond to notices, and drive process improvements in tax administration.

Collaboration with internal teams and external agencies will ensure accurate reports, timely remittances, and adherence to evolving tax rules.