Position: Business Analyst, Tax Reporting

About the position

Reporting to the Supervisor, Operations and Business Analysis, the Business Analyst, Tax Reporting is responsible for the accurate filing of client tax information to the MRQ, CRA, and IRS. This includes meeting government deadlines, ensuring the accuracy and quality of information, and maintaining up-to-date knowledge of any rule changes that may affect year-end processing related to client investments. The incumbent will also be responsible for recording dividends and interest payments accurately, as well as other related tasks. Outside the tax season, the individual will contribute significantly to operations and technology projects and initiatives.

What you will do

• Assist with government filings and returns, as well as the preparation and mailing of year-end tax slips and summaries.
• Produce all tax receipts from 3 systems (contribution receipts, T3/RL16, T5/RL3, T5008/RL18, T5013, etc.) and submit XML to the government.
• Analyze and resolve year-end items reported by advisors, in collaboration with Client Services.
• Monitor new regulations, test and optimize processes in collaboration with suppliers.
• Participate in drafting and updating year-end production procedures.

What we are looking for

• At least 3+ years' experience in tax or year-end reporting processes
• Very good knowledge of financial products
• Strong attention to detail, self-motivation, organizational skills, and problem-solving abilities.
• Good understanding of securities; distribution processing, ability to analyze reorganization bulletins
• System savvy, Excel and XML, and
• Knowledge of and interest in FATCA/CRS and QI
• Excellent verbal and written communication skills in both English and French.

 Our client offers 

• Work setup: Hybrid – 3 days in the office, 2 days from home.
• Comprehensive group insurance (health, dental, health spending account, employee assistance program, telemedicine) covered 50% by the employer
• Employer-matched RRSP program
• Employer covers 20% of the OPUS card (equivalent to 2 free months per year)
• Reimbursement of gym membership up to $300 per year
• Free access to the building's gym
• Take part in many different community initiatives
• Regular events by the social committee promoting wellness, team engagement, and community involvement.
• Training and internal growth opportunities for personal development.

About our client:

Our client is a leading firm dedicated to providing tailored wealth management solutions and pioneering the democratization of alternative investments. With over a decade of growth and excellence, we are committed to maintaining the highest standards of compliance and regulatory adherence.

Position Overview: 

Our client is seeking a dynamic Chief Compliance Officer (CCO) to lead the compliance team. The CCO will be responsible for ensuring that all aspects of our business comply with regulatory requirements and internal policies. This role involves close collaboration with senior management to ensure that compliance strategies align with business objectives and to implement an innovative compliance system.

Key Responsibilities:

• Develop, implement, and maintain compliance policies and procedures.
• Monitor and interpret regulatory developments, ensuring the company’s compliance program is up-to-date.
• Oversee compliance audits and risk assessments.
• Advise senior management on compliance-related matters and provide regular reports on compliance activities.
• Coordinate with regulatory agencies and manage relationships with external auditors.
• Ensure effective communication of compliance policies and training programs to staff.
• Lead investigations into compliance issues and implement corrective actions as necessary.
• Lead the implementation of a new innovative compliance system.

Qualifications:

• Bachelor’s degree in Law, Finance, Business Administration, or a related field.
• Minimum of 3 years of experience in a compliance role within the financial services industry.
• Comprehensive knowledge of securities laws and regulations ideally.
• Strong analytical skills and attention to detail.
• Excellent leadership and communication skills.
• Proven ability to work collaboratively in a team environment.
• Bilingual (English and French)