Bilingual Tax Administrator

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

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 delivers them within SLA, CRA, MRQ and IRS filing deadlines. They will ensure that all trustee and government regulatory requirements are met, and that their knowledge is current on these requirements.

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

• Service - You put your clients' needs first, advocate service excellence, and work to deliver client‑centric solutions, proactively developing strategic partnerships that enable Aviso Wealth to become a trusted adviser and partner.
• Execution - You are committed to achieving your goals and to success, focusing on “getting things done”, recognizing opportunities, consistently looking for ways to improve, and taking accountability for your actions.
• Collaboration - You work collaboratively with others toward shared objectives, contribute meaningfully to team success, build trust and inclusion, and establish effective relationships inside and outside the organization.

• 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.
• Review vendor portals before their deadlines to ensure all instructions are correct and current.
• Escalate any tax‑related issues that require management review and intervention.
• Stay current on CRA, IRS Qualified Intermediary/FATCA rules/CRS rules and regulations through legislative reviews, press releases, and industry 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 information with the team, updating the procedures manual accordingly.
• Gather information for internal and external auditors.
• Provide support and service for proper client reporting.

• Review current process of monthly tax audits of tax reporting.
• Perform data validation, checking tax reports against accounts in our internal system.
• Identify outstanding items and resolve them in a timely manner.
• Proactively identify and implement process improvements.
• Research and promptly resolve escalated issues.
• Ensure all discrepancies in client accounts are escalated to the processing area and addressed timely.

• Perform tax remittances to CRA, MRQ and IRS, and balance internal control accounts versus remittance accounts.
• Process weekly/monthly withholding tax remittances to CRA, MRQ and IRS within deadline.
• Ensure accurate and timely charging and remittance of non‑resident and backup withholding taxes as required by regulation for both resident and non‑resident clients.

• Maintain and document departmental procedures.
• Recommend and implement procedures…