Senior Specialist,Tax & Fund Reporting Job Vancouver area,BC Canada,Finance & Banking

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

The Opportunity:

We’re looking to fill an opening for a Senior Specialist, Tax & Fund Reporting, to join our Fund Reporting team.

Reporting to the Manager, Fund Reporting & Administration, the Senior Specialist, Tax & Fund Reporting is responsible for leading the taxation strategy of a group of mutual funds, implementing new tax regulations, oversight of fund distributions and tax filings, and providing tax support for fund events such as new fund launches and mergers. The Senior Specialist will also assist the Fund Reporting team with reports such as financial statements and MRFPs.

Who you are:

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

What your day looks like:

Oversight of fund distributions, T3 factors, tax returns and assessments, foreign tax returns, PFIC reporting, withholding tax reclaims, corporate actions, EIFEL, HST

Provide tax support for fund events such as mergers, rebalancings, and new fund launches. Independently analyze alternative tax strategies to optimize tax efficiency and present recommendations to executives

Monitor new Canadian and international tax regulations and coordinate implementation

Provide tax disclosure for regulatory documents such as prospectuses and management information circulars

Assist the Fund Reporting team with fund reports such as financial statements, MRFPs, QPDs

Requirements

Your experience and skills:

University degree or college diploma in a relevant field is required

Professional accounting designation (CPA) is an asset

Strong knowledge of investment fund taxation; minimum of 5 year’s experience in tax and fund accounting

Strong analytical skills; the ability to problem-solve, detail oriented, and able to work independently

Works well with internal departments and various external stakeholders such as third-party service providers and auditors

Ability to prioritize and meet tight deadlines

Excellent written and verbal communication skills

Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso?

At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

Competitive compensation package that rewards and recognizes individual contributions

Excellent health, dental and insurance benefits to meet the diverse needs of our employees

Generous vacation time, fitness benefit, parental leave top-up options

Matching contributions to our retirement program

Commitment to the continuous improvement of our staff through learning & development and an education assistance program

Regular social events to foster teamwork

Your Information

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