• Ensure that client dividend/interest payments are balanced on the system and that year-to-date totals are correct, on an ongoing basis.
• Consult with the staff of Income Disbursement and Investor Correspondence to ensure tax adjustments are complete and accurate.
• Complete monthly reconciliation of the Record Date list from Income Disbursement to the Link 4 Geo by Currency Link 4 summaries.
• Complete monthly reconciliation of the Monthly Disbursement Link 4 Report to the Received General Cheque and BRP log.
• Submit Receiver General payments to Revenue Canada by the 15th of each month.
• Forward IRS tax remittances within established deadlines.
• Participate in tax planning meetings.
• Perform user testing of the tax system and submit change requests to the Manager upon identifying problems.
• Trigger tax forms; ensure they are balanced and reflect the correct data and format.
• Ensure that minimum reporting, gross ups and other specifications are correct on reports/forms/tapes and that the proper tax forms are used in production.
• Maintain tax files for all clients with disbursements with follow-up for tax direction/Officer Certificates/NR account numbers.
• Co-ordinate the production of manual or other tax forms.
• Coordinate regulatory annual mailings.
• Respond on a timely basis to mail, email, phone and fax correspondence.
• Provide management reporting, as required.
• Ensure compliance with policies, procedures and regulatory requirements.
• Other duties and responsibilities as assigned.

• College diploma or university degree in business, finance or accounting, or equivalent experience.
• 1 to 3 years experience in a similar role.
• Intermediate knowledge of Microsoft Office & Google Suite required
• Communication: Good written, verbal and listening skills.
• Adaptable: Flexibility and willingness to work simultaneously on a wide range of tasks and projects and ability to prioritize.
• Confidentiality: Show discretion and ability to handle confidential issues.
• Independent worker: High level of self-motivation and at ease working independently when necessary.
• Interpersonal skills: Pleasant, diplomatic manner and disposition in interacting with senior management, co-workers and the general public.
• Organization & Detail Oriented: Strong organizational skills and attention to detail.
• Teamwork: Works well in a team environment, actively contributes to the success of the group
• Working under pressure: Poised, works well under pressure and accomplishing short- and long-term deadlines with a heavy workload.

• Knowledge of Tax software, CCH software, and Tax Prep software packages (Asset)
• Financial services industry experience, an asset