Job Description
Position: Business Analyst, Tax Reporting
Location: Montreal, Quebec
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.