Aviso Wealth
Financial Services
BilingualTaxAdministrator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Bilingual Tax Administrator at Aviso Wealth. Skills: Tax administration, Tax reconciliation, Tax remittance. Ensure tax audits are completed. Correct transaction corrections”
Industry & Context.
Resolve escalated issues; Resolve discrepancies
What They're Looking For.
Must Have
5+ years tax administration experience
Nice to Have
CFA charterholder preferred, FRM preferred, CPA preferred
What You'll Do.
Ensure tax audits are completed
Correct transaction corrections
Address tax related requests
Submit files to DOXIM
Review vendor portals
Escalate tax related issues
Stay current on CRA rules
Stay current on IRS rules
Prepare year-end tax reporting
Review year-end tax reporting
Monitor CIRO websites
Share tax change information
Update procedures manual
Gather information for auditors
Provide client reporting support
Review monthly tax audits
Perform data validation
Identify outstanding items
Resolve outstanding items
Implement process improvements
Resolve escalated issues
Escalate client account discrepancies
Perform tax remittances
Balance tax internal control accounts
How You'll Work.
Team & Collaboration
Work closely with Reconciliation; Work closely with Processing; Work closely with Corporate Actions; Work closely with Manager of Tax
Full Job Description
**Aviso:** At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at [www.aviso.ca](https://can01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.aviso.ca%2F&data=05%7C01%7Cgwilliams%40aviso.ca%7C60dd7ee3a5424b5b24be08db49a35c45%7C8bf75a43b0eb42ab81d6e397059ed15e%7C0%7C0%7C638184738201947724%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=LHwunwpXGiDBWlj9f2%2Fc%2Bjrhb2FU5LcnBSO7kW88ZqQ%3D&reserved=0). **The Opportunity:** We’re looking to fill an opening for a Bilingual Tax Administrator to join our Operations team. Reporting to the Senior Manager, Tax, the Bilingual Tax Administrator is primarily responsible for ensuring all Aviso Financial tax receipt audits are completed as per schedule deadlines. The Tax Administrator processes all tax monthly withholding tax remittances and delivered within SLA, CRA, MRQ and IRS filing deadlines. The Tax Administrator will ensure that all trustee and government regulatory requirements are met, and their knowledge is current on these requirements. They will work closely with the Reconciliation, Processing and Corporate Actions Department and will be responsible for tax slip production and delivery of the files to our print vendor. The Tax Administrator will participate in regular tax related industry conferences or group sessions and will work closely with the Manager of Tax to ensure all defined and documented processes are reviewed regularly. **Who you are:** * **Service** – You put your clients’
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