Tax Operations Specialist

Olympia Trust Company; Calgary; On-site; CAD 70,000 - 95,000; Full time

Job summary

Olympia Trust Company is seeking a Tax Specialist to administer tax-related activities across registered and non-registered investment accounts and support regulatory reporting. You will reconcile accounts with CRA, Revenu Québec, and Retraite Québec, respond to notices, and drive process improvements while collaborating with internal teams.

The role emphasizes accuracy, compliance, and client service in a dynamic financial services environment.

Qualifications

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

Responsibilities

• Provide subject matter guidance on taxation rules and reporting.
• Administer and reconcile CRA, Revenu Québec, and Retraite Québec accounts.
• Review, analyze, and respond to tax-related notices and inquiries.
• Coordinate and process withholding tax remittances and government payments.
• Develop tax administration procedures and controls.

Skills

CAN tax rules

CRA/Quebec compliance

Tax discrepancy analysis

Analytical skills

Excel & tax systems

Education

High school diploma

Finance services background

2-3 years financial industry

3-5 years admin experience

Tools

Adobe

Outlook

SharePoint

Job description

Olympia Trust Company is seeking a Tax Specialist to administer tax-related activities across registered and non-registered investment accounts and support regulatory reporting. You will reconcile accounts with CRA, Revenu Québec, and Retraite Québec, respond to notices, and drive process improvements while collaborating with internal teams.

The role emphasizes accuracy, compliance, and client service in a dynamic financial services environment.