tax officer

Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ?oneaviso? culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca . The Opportunity: We are looking to fill an opening for a Tax Compliance Officer to join our Tax Compliance and Client Reporting team. Reporting to the Director, Tax and Client Reporting, the Tax Compliance Officer is responsible for the review of QI/FATCA and CRS documentation covering individuals, trusts, partnerships and investment entities. As one aviso: We Care ? You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported We Dare ?You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working We Share ? You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed We Deliver ? You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve What your day looks like: Providing support to tax administrators on complex issues and escalations that require QI, FATCA, CRS, 1042-S and 1099 tax reporting expertise Providing support to the New Accounts Department as needed with respect to QI/FATCA and CRS documentation and coding Assist in auditing regulatory reporting as it relates to QI, FATCA, CRS, 1042-S and 1099 prior to submission Annual assistance and auditing of CRS and FATCA XML reporting accuracy by assisting in annual report testing and CRA schema updates Participating in mock audit sample reviews to ensure accurate application of US withholding tax against valid client documentation Active participant in Year End Info Sessions hosted by Broadridge Ensure and actively share all trustee and government regulatory requirements and knowledge Identifies process improvements, implements, and updates departmental procedures and manuals and actively shares updates with the rest of the team and management to ensure all are aware of procedural updates Proactively driving a culture of collaboration and teamwork as a team member and provides coverage if the primary or secondary back-ups are not available Updates client documentation status on Dataphile as per regulatory requirements Transformational change ? Actively participate in building a new team to support Aviso