Tax Specialist Wealth Management

Position: Tax Specialist for Wealth Management
Elevate your career as a Tax Specialist at Canada Life, focusing on non-registered products. Engage with tax reporting and ensure compliance with CRA for timely submissions.

In this role based in London, ON, you will take responsibility for tax reporting, focusing on both Individual Wealth and Group Customer products. Your expertise in non-registered tax slips and financial transactions will be key in executing reconciliations, participating in projects, and addressing complex tax inquiries. Join a team committed to accuracy and customer service while navigating deadlines effectively.

Key Responsibilities:

• Execute monthly, quarterly, and annual tax reconciliations

• Ensure accurate and timely tax reporting to clients and CRA

• File tax slips to CRA/MRQ within set deadlines

• Investigate and resolve complex tax inquiries

• Analyze reporting requirements for tax documents

Requirements:

• Experience with non-registered tax slips

• Knowledge of financial transactions affecting taxes

• Strong analytical and problem-solving skills

• Ability to manage multiple tasks under deadlines

• High accuracy in reporting tasks

Contribute your analytical skills and tax expertise with Canada Life, enhancing the financial well-being of clients.