Tax Services, AVP

Overview

A dedicated team player, the person would be responsible for the administration of tax to a selected group of State Street clients in North America. Focusing on tax accounting, reporting, compliance, tax research and writing, the candidate would within the team build positive client relations and identify and help in resolving a variety of tax issues.

• Review GST, HST and income tax returns and related working papers
• Annual / ad‑hoc GST / HST blended rate calculation for mutual funds / unit trust funds, distributing rates to various parties timely
• Generate supporting documents of GST / HST filing elections for CRA annual assessment
• Communicate with CRA and provincial tax authorities on queries and other provincial RST filing issues
• Handle and maintain documentation for various tax processes, standardizing processes
• Review year‑end customized client tax reporting
• Liaise with clients on various reporting deadlines
• Review CRA Notice of Assessments and determine whether to file or call CRA for HST tax return assessment discrepancy
• Participate in ad‑hoc projects on tax laws and technology build
• Participate and train staff on the tax department’s risk management
• Keep abreast of relevant federal / provincial tax budgets and updates in related tax areas
• Perform research on various tax topics, strengthening understanding and preventing future tax issues

• A professional accounting designation (CPA or Master in Taxation with HST in‑depth)
• Strong accounting and tax background with progressive 5 years of experience in the public practice or financial services industry with HST and GST compliance
• Additional experience related to exposure to complex tax issues surrounding the mutual fund industry
• Advanced computer skills (including Word, Excel, Tax Prep and Formulatrix)
• Ability to research online with CCH and other research tools
• Excellent communication skills that allow effective communication within the team and with the client
• Sound knowledge of SLFI tax returns, PAP % and blended rates calculation

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.

As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work‑life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.