Tax Operations Analyst

Mindlance; Bedford; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services company in Bedford, NS, seeks a Tax Operations Analyst to manage tax operations efficiently, ensuring compliance and client satisfaction. This role requires a diploma in Commerce/Finance and intermediate to advanced Excel proficiency. Ideal candidates will have 1-2 years of experience in payments/cash transactions and a custody background is preferred. The position offers a collaborative work environment with a focus on quality and accuracy.

Qualifications

• 1-2 years of payments/cash transactions background.
• Intermediate-Advanced proficiency in Excel.
• Custody background (entitlements will be an added advantage).

Responsibilities

• Mitigate operational, financial and reputational risk.
• Review and control the collection of core tax documentation.
• Establish working relationships across the Firm.
• Encourage harmonization of Tax areas into a single unit.
• Adopt a client-focused service approach.
• Deliver exceptional processing projects timely.
• Ensure quality replies and response times.
• Raise process inefficiencies to Management Team.
• Adhere to Policies and Procedures.
• Escalate critical issues to Associate Director.
• Prepare files for processing of withholding tax reclaims.
• Manage reconciliation process between custodians.
• Annual re-solicitation of Relief At Source documentation.
• Process tax refunds within set timeframes.
• Assist in processing new accounts.

Skills

Intermediate-Advanced proficiency in Excel

Payments/Cash transactions background

Custody background

Education

Diploma/degree in Commerce/Finance

Job description

Job Title: Tax Operations Analyst

Location: Bedford, NS (Onsite)

Duration: 12 + Months

Daily Responsibilities

• Mitigation of operational, financial and reputational risk
• To review and control the collection of all core tax documentation to enable full tax service offering in markets Client offers service
• Establish working relationships with people at all levels both inter departmental and across the wider Firm
• To be proactive and encourage the harmonization of the Tax Advisory, Tax Reporting, Tax Documentation and Tax Reclaim areas into a single efficient unit
• To ensure that a client focused service approach is adopted at all times in completing work to the highest standards of accuracy
• To be responsible for the delivery of any exceptional processing projects in a timely manner
• To ensure the quality of replies and response times to queries are met
• Raise awareness for any processes believed to be broken or inefficient to Management Team
• Ensure Policies and Procedures are adhered to at all times without exception
• Immediately escalation of all critical issues, potential operational risk events to Associate Director to ensure risk containment and client satisfaction
• To prepare the files for processing of all withholding tax reclaims ensuring that all target production periods are met and acceptable levels of accuracy maintained (REC)
• To manage the reconciliation process between sub-custodian, client reporting platforms and internal reclaim system records (REC)
• Annual re-solicitation of Relief At Source documentation across all global markets (RAS)
• Processing and verification payment of received tax refunds within set timeframes (PMTS)
• To manage and assist in the processing of all new accounts to ensure that all target production periods are met and acceptable levels of accuracy maintained (AO)

Must Have Skills

• Diploma/degree in Commerce/Finance
• Intermediate-Advanced proficiency in Excel
• 1-2 years of payments/cash transactions background
• Custody background (entitlements will be an added advantage)

Mindlance is an equal opportunity employer. We are committed to inclusive, equitable, barrier-free recruitment and selection processes, and work environment. We will be happy to work with applicants requesting accommodation at any stage of the hiring process.