The Career Foundation is currently seeking an Analyst, Process Analytics & Enhancements on behalf of one of our employers.

Job Summary:

Under the direction of the Manager, the Senior Tax Associate is primarily responsible for preparing and reviewing tax calculations and returns, assisting with tax onboarding of new clients, and participating in the continuous development of tax modules in Diamond. As a member of SGGG-FSI’s Tax team, you will continually develop a working knowledge of tax matters for different fund structures.

Responsibilities:

• Develop a professional and productive relationship with existing and potential clients, auditors, and SGGG-FSI staff
• Keep management informed of any issues that could have an impact on current processes
• Work to continually improve the processes associated with your assigned functions
• Participate in the Tax Onboarding process (T3, T5013 and GST/HST returns) for new funds as well as conversions
• Assist clients with registrations for T3, T5013, and GST/HST forms
• When required liaise with the Fund Valuation team to obtain the necessary information for existing clients in case of organic growth of funds
• Ensure the database of new funds is accurately maintained
• Assist the Fund Valuation Teams with a review of mock and year-end distribution calculations
• Assist with review of T3, T5013 Returns, and T1134 forms
• Liaise with the Team preparing tax slips to ensure a consistent timeline
• Assist with review of GST/HST calculations and returns
• Ensure all procedures are, without exception, followed accurately and consistently, and proper backups are included
• Assist in the continuous development of T3, T5013, and GST/HST module
• Keep informed of any new legal, regulatory, or industry changes that may impact day-to-day work

Requirements:

• 2+ years of Fund Administration
• 1+ years of Financial Reporting and/or Accounting
• Post-secondary education in the finance/accounting field
• Must have experience preparing and reviewing: T3, T5013, and GST/HST forms (Required)
• CSC or IFIC Mutual Funds Operations course (an asset, but not required)
• Professional designation (an asset, but not required)
• Intermediate to advanced Microsoft Office skills – particularly Excel
• Clear and fluent communication skills (written, and verbal) are essential to this role
• Work with minimal supervision to prioritize and manage work
• Effective member of a team
• Thrives in a fast-paced working environment with competing deadlines
• Superior communication and interpersonal skills
• Excellent Client service skills
• Strong attention to detail

Qualifications – Assets

• CSC or IFIC Mutual Funds Operations course

• Possess or are in process of obtaining a professional designation such as CPA, CFA, etc.

This employer partner is an equal opportunity employer. We thank all candidates for their interest; however, only those selected will be contacted for an interview.