Senior Analyst, Enterprise Tax (Canadian & U.S Tax)

Why you’ll love working here :

high-performance, people-focused culture

our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves

membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security

competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, and newly extended maternity / parental leave top of 26 weeks)

optional post-retirement health and dental benefits subsidized at 50%

yoga classes, meditation workshops, nutritional consultations, and wellness seminars

access to an annual wellness reimbursement program for health and wellness-related expenses for permanent and temporary employees

the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers

Job Summary :

Reporting to the Associate Director, Enterprise Tax, the primary responsibility of the Senior Analyst, Enterprise Tax is to ensure HOOPP and its subsidiaries meet all tax compliance obligations including Canadian, and income taxes, indirect taxes, and withholding taxes.

This position will work closely with HOOPP’s Investment Operations, Accounting Departments, and external tax advisors.

What you will do :

Assist the Associate Director, Enterprise Tax with managing HOOPP’s tax compliance and reporting responsibilities, including income tax and withholding tax, by working closely with external tax service providers.

Assist in the preparation of Canadian income tax returns and related tax filings and forms.

Coordinate the preparation of income tax returns by liaising with internal stakeholders and external portfolio companies to collect and provide tax information to external tax service providers.

Review tax returns and supporting working papers prepared by external tax service providers for accuracy and completeness.

Collaborate with internal stakeholders and manage tax requests FATCA, CRS, W8, consent form, and certificate of residency).

Manage the collection process for K-1 tax slips and relevant tax forms. Collect the K-1 package and maintain a K-1 control listing.

Manage all tax authority’s correspondences such as tax assessment notices. Proactively interact with tax authorities and external tax advisors to resolve tax compliance issues.

Interact with internal stakeholders to manage the tax payment and tax refund processes.

Develop and maintain tax planning schedule and process documentation.

Stay abreast of changes in tax laws and ensure appropriate integration into tax filings and positions.

Manage external tax advisors to ensure deliverables are met and are in line with HOOPP’s expectations.

Assist in the preparation of various tax reports.

Identify tax risks and opportunities to improve the efficiency and effectiveness of the tax compliance process and provide the recommendations to Associate Director and Tax team.

Assist in projects as needed.

What you bring :

3+ years of tax experience including a minimum of 2 years of tax experience

University degree in business, commerce, or finance

Chartered Professional Accountant (CPA)

Investment industry experience is an asset

Strong organizational and time management skills

Strong analytical skills and a detail-oriented approach to work

Excellent written and verbal communications skills

Proficient with the Microsoft Office suite of products