Canaccord Genuity Group
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Client Tax Reporting Administrator

Location: Vancouver, BC, Canada
Client Tax Reporting Administrator, Client Tax Reporting – Vancouver – Job # 3654

Summary

Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 

Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.  

The Company has offices in 10 countries worldwide, including Wealth Management offices located in Canada, Australia, the UK, Guernsey, Jersey, and the Isle of Man.  Canaccord Genuity, the international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.  To us there are no foreign markets.™

Our Canadian operation, Canaccord Genuity Corp., is currently looking for a knowledgeable, organized and detail oriented Client Tax Reporting Administrator who enjoys analyzing and researching issues, to join their Client Tax Reporting team. The incumbent will be required to work overtime as required during the January through April “tax season”.

Responsibilities

 
  • Monitor and respond to internal and external inquiries and escalate issues as required;
  • Process withholding tax corrections;
  • Prepare and submit weekly withholding tax remittances to the appropriate tax authority; 
  • Review and reconcile control accounts to ensure corrections are processed correctly;
  • Run queries, review data and report incorrect transactions;
  • Prepare and review the RRSP Quarterly Treaty Statements to ensure withholding tax has been charged correctly;
  • Review the uploaded CDS Tax Factors in the Tax Module for accuracy during tax season;
  • Process and mail out amendments as directed; 
  • Prepare letters to accompany amended tax slips to CRA;
  • Enter tax related data into the CRA or IRS automated web portals;
  • Perform annual review of International Tax Treaties and update country matrix with any changes;
  • Monitor internal reports for documentation deficiencies;
  • Prepare FIFO calculations for US Person reporting;
  • Perform month-end reconciliation of withholding tax control accounts;
  • Prepare year-end 1099 and 1042-S tax slips as required;
  • Update Procedures Manual as situations change;
  • Perform administrative duties including ordering supplies and maintaining internal and external storage box facilities;
  • Perform additional duties during peak tax season time, and provide coverage to team members as required.



Skills & Qualifications
 
  • 2 - 4 years of relevant experience preferred;
  • An understanding of US withholding tax and Internal Revenue Service tax reporting an asset;
  • An understanding of the securities industry, products, corporate actions, familiarity with accounting courses, completion of, or enrollment in the CSC an asset;
  • Strong reconciliation skills from mathematical, accounting or education background; 
  • Well organized and extremely detail oriented;
  • Ability to work effectively under pressure and meet deadlines; 
  • A keen problem solver who works well independently and in a team environment;
  • Excellent interpersonal, verbal & written and communication skills;
  • Familiarity and proficiency with Microsoft Office, most importantly Excel;
  • Experience with Dataphile, Hummingbird, CDS and DTCC systems an asset.


Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence. 

In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

 
 
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Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

Qualified applicants are invited to submit their CV, cover letter and salary requirements. All applications will be held in strict confidence.

For general position inquiries in Canada please click here
For general position inquiries in the USA please click here
For general position inquiries in the UK and Europe please click here
For general position inquiries in China and Hong Kong please click here
For general position inquiries in Australia please click here

Solicited or unsolicited resumes will be kept on file by the Human Resources department for a period of six months, following which they will be destroyed.

We thank all candidates for their interest but only those applicants selected for an interview will be contacted. No telephone calls or recruitment agencies will be accepted.




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