Bilingual Tax Administrator

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

We’re looking to fill an opening for a Bilingual Tax Administrator to join our Operations team.

Reporting to the Senior Manager, Tax, the Bilingual Tax Administrator is primarily responsible for ensuring all Aviso Financial tax receipt audits are completed as per schedule deadlines. The Tax Administrator processes all tax monthly withholding tax remittances and delivered within SLA, CRA, MRQ and IRS filing deadlines. The Tax Administrator will ensure that all trustee and government regulatory requirements are met, and their knowledge is current on these requirements.

They will work closely with the Reconciliation, Processing and Corporate Actions Department and will be responsible for tax slip production and delivery of the files to our print vendor. The Tax Administrator will participate in regular tax related industry conferences or group sessions and will work closely with the Manager of Tax to ensure all defined and documented processes are reviewed regularly.

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client‑centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

• Duties and Regulatory Responsibilities
• Ensure scheduled tax audits are processed and completed within deadlines
• Ensure any transaction corrections are corrected and completed before tax production
• Ensure all tax related requests received are addressed and completed within SLA deadlines
• Responsible for Tax Slip Production and submission of files to DOXIM
• Reviews all vendor portals before their deadlines to ensure all instructions are correct and current
• Escalates any tax related issues that require management review and intervention
• Stay current on both CRA, and IRS Qualified Intermediary/FATCA rules/CRS rules and regulations through the review of legislation, press releases, and industry information bulletins
• Prepare and/or review year‑end tax reporting forms for Plan and Non‑Plan client accounts
• Monitor CRA, MRQ, IRS, CIRO (formerly MFDA and IIROC) websites regularly for tax changes and share the information with the team and update the procedures manual accordingly
• Gather information for the internal and external auditors
• Provide support and service for proper Client Reporting

• Audits and Risk Control
• Review current process of monthly tax audits of tax reporting
• Performs data validation checking tax reports against accounts in our internal system
• Identify outstanding items and resolve these in a timely manner
• Proactively identify and implement process improvements
• Research and promptly resolve escalated issues
• Ensure all discrepancies in clients accounts are escalated to the processing area to be address in a timely manner

• Tax Reconciliation and Remittance
• Performs tax remittances to CRA, MRQ and IRS and balancing of the tax internal control accounts…