Tax and Client Reporting Associate

Join Raymond James as a Tax and Client Reporting Associate in Vancouver. This role focuses on data processing, client inquiries, and compliance with various tax regulations.

As a part-time associate, you will handle timely data processing while maintaining client databases in accordance with industry regulations. You'll review documentation, address client queries with investment advisors, and ensure compliance with CRA and IRS standards during tax season.

Key Responsibilities:

• Ensure accurate data processing within service standards

• Support Investment Advisors with client inquiries

• Maintain client documentation and databases

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

• Correspond with internal and external stakeholders

Requirements:

• Bachelor's Degree in Commerce or Business preferred

• Experience in tax or financial services industry

• Proficient in Microsoft Office Suite

• Strong organizational and communication skills

• Attention to detail in tasks and client service

Elevate your career in tax reporting and client service at Raymond James in Vancouver.
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