Canaccord Genuity Group
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Client Tax Reporting Administrator

Location: Vancouver, BC, Canada

Client Tax Reporting Administrator, Client Tax Reporting – Vancouver – Job # 3758

Summary

Through its principal subsidiaries, Canaccord Genuity Group Inc. (“Company”) is a leading independent, full-services financial 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 Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. 
 
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;
  • Provide first-line support to Investment Advisors (IA) and their respective teams with regards to tax reporting problems;
  • Liaise with internal departments to correct tax reporting problems, process and mail out amended tax slips and reports as directed;
  • Run queries, review data and report incorrect transactions;
  • 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;
  • Perform month-end reconciliation of withholding tax control accounts;
  • 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;
  • 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;
  • Prepare calculations for US Person 1099-B disposition reporting;
  • Prepare year-end 1099 and 1042-S tax slips as required;
  • Monitor internal reports for documentation deficiencies;
  • Understand client documentation for validity in accordance with CRA, FATCA.IRS and CRS regulations and guidance;
  • Update Procedures Manual as situations change;
  • Perform additional duties during peak tax season time, and provide coverage to team members as required;
  • Perform administrative duties including ordering supplies and maintaining internal and external storage box facilities.
Skills & Qualifications:
  • Basic understanding and application of US withholding tax and Canadian Non-Resident withholding tax an asset;
  • Basic understanding of CRA 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, meet deadlines, prioritize and effectively manage time;
  • A keen problem solver who works well independently and in a team environment;
  • Excellent interpersonal, verbal & written and communication skills;
  • Previous client service experience, an asset;
  • 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 resume, cover letter and desired salary. All applications will be held in strict confidence.

We thank all candidates for their interest but only those applicants selected for an interview will be contacted.

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