Job Description

What is the opportunity?
As a Specialist, Operations, Tax Operations, you will support client’s year-end tax reporting requirements with Canadian tax authorities, including the CRA and Revenu Quebec (RQ). You will also be responsible for executing and maintaining withholding tax remittances and reconciliations with the CRA and RQ.

The role involves working closely with business partners and vendors to schedule, coordinate, track, and conduct user acceptance testing (UAT) for regulatory and client experience enhancements related to registered tax slips annually. You will also identify and escalate issues, risks, and exceptions as appropriate.

You will independently manage and resolve complex client inquiries, seeking guidance when required, while ensuring compliance with established departmental procedures and controls.

What will you do?

• Perform withholding tax reconciliations between internal reports and CRA remittances on a daily, weekly, biweekly, monthly, and annual basis. Analyze reports, investigate exceptions, and resolve discrepancies in accordance with regulatory and firm requirements.
• Execute daily oversight of complex, exception-based processes, including investigating breaks, performing root cause analysis, and implementing follow-up actions to prevent recurrence.
• Liaise with internal and external partners to obtain information and resolve operational issues.
• Maintain detailed records of reconciliation results, exceptions, resolutions, and follow-up action to support effective tracking auditability.
• Identify process and system enhancements to reduce risk and improve efficiency and participate in testing and implementation.
• Maintain and update desk operating procedures to reflect current processes and requirements.
• Perform other duties as assigned.

What do you need to succeed?

Must haves:
4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of securities, banking, technology and/or job specific industry experience
1+ year prior securities, banking, technology industry and/or job specific related industry
Proficient computer skills in Windows-based software products including Word, Excel and Access
Experience with T4RIF/T4RSP/T4A/T4FHSA/TFSA/RL 1/RL 2/RL 32/NR4 tax production
Ability to handle multiple priorities in a fast paced and deadline driven environment
Strong problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes

Nice-to-have:
Proficient in French

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business.

Job Skills

Communication, Critical Thinking, Customer Service, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address: MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA
City: Mississauga
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-08-18
Application Deadline: 2026-10-08
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above