Associate, Tax & Client Reporting

Job Description - Associate, Tax & Client Reporting (2600480)

Associate, Tax & Client Reporting - 2600480

At Raymond James,  we  develop,  we  collaborate,  we  decide,  we  deliver, and  we  improve together

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Associate, Tax & Client Reporting

How does the role impact the organization?

The Tax & Client Reporting Associate requires an organized, hardworking, team-oriented and technologically proficient candidate. The candidate must meet the department’s tax season deadlines and be able to thoroughly investigate client queries as well as resolve those issues in conjunction with internal staff and Investment Advisors.

What will your role be responsible for?

Ensure timely, accurate data processing within prescribed service standards of routine tasks and projects;

Provide support and solutions to inquiries from Investment Advisor teams and other internal departments;

Review client documentation and maintain client database in accordance with business policies, CRA, IRS and investment industry regulations;

Process Canadian, Quebec, and U.S. income tax receipts during tax season;

Liaise and correspond professionally with internal and external stakeholders;

Develop a thorough understanding of Raymond James’ services, businesses and industry;

Correspond with various government agencies to address tax compliance issues; and

Provide assistance to other Tax Reporting team members as needed.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers  flexible work styles,  a competitive compensation and benefits package.

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Many more!

We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

Fundamental investment concepts, practices, and procedures used in the securities industry;

Exceptional organizational skills and the ability to manage multiple responsibilities effectively;

Strong professional communication skills, both verbal and written;

Proficient in time management, prioritizing tasks, and meeting deadlines;

Demonstrated ability in building and maintaining positive relationships with clients and colleagues;

Meticulous attention to detail in all tasks and activities;

Customer-centric mindset with a focus on providing excellent client service;

Education and Experience:

Bachelor’s Degree, Commerce or Business Administration preferred;

Work experience in tax or the financial services industry is an asset;

Experience working with the Broadridge Dataphile application;

Professional experience in a client service role;

Completion of the Canadian Securities Course (CSC) is an asset;

Proficient in Microsoft Office Suite (Excel, Word, Outlook and PowerPoint);

We encourage our associates at all levels to:

Grow professionally and inspire others to do the same

Work with and through others to achieve desired outcomes

Make prompt, pragmatic choices and act with the client in mind

Take ownership and hold themselves and others accountable for delivering results that matter

Contribute to the continuous evolution of the firm

Salary Range: $50,000 - 56,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to…