Tax & Client Reporting Associate at Raymond James

Become a pivotal part of Raymond James as a Tax & Client Reporting Associate in Canada. This position emphasizes organized data handling and client query resolution during the tax season.

As a Tax & Client Reporting Associate, you will play a crucial role in supporting both the tax reporting team and Investment Advisor teams. This full-time role demands meticulous organizational skills, technological proficiency, and the ability to meet strict deadlines throughout tax season. Investigating client inquiries and ensuring compliance with CRA and IRS regulations are essential tasks.

Key Responsibilities:

• Process Canadian, Quebec, and U.S. income tax receipts

• Maintain and review client documentation accurately

• Develop solutions for inquiries from internal teams

• Correspond professionally with stakeholders and government agencies

• Assist colleagues to ensure efficient operations

Requirements:

• Bachelor’s Degree in Commerce or Business Administration

• Experience in tax or financial services preferred

• Strong communication skills required

• Proficiency in Microsoft Office Suite necessary

• Attention to detail in managing client data

Support client needs and tax compliance while enhancing your career at Raymond James.
#J-18808-Ljbffr