Year end processing agent

Seeing beyond numbers

TM

At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within Laurentian Bank.

The agent is responsible for the work related to the fiscal year in terms of issuing tax slips and sending out all forms required by the various levels of the Canadian and U.S. governments. He / she must work closely with IT staff (internal and external) to ensure that tax slips are issued on the dates stipulated by law, and to request corrections to tax slips where necessary. The agent is the contact person for all levels of Canadian government and the U.S. government agency (IRS).

The agent works closely with various operations teams (e.g. registered plans, estate settlement, etc.) regarding the various slips to be filed.

The agent must ensure that all investment income or other types of events are properly generated to client accounts in accordance with the tax terms and conditions applicable to the products, as well as ensuring that any corrections are made.

He is responsible for remitting withholding taxes collected at source to the various levels of government in Canada and the United States. He / she is also responsible for reconciling these remittances.

In addition, the incumbent collaborates with his or her manager in setting up operational procedures and is responsible for ensuring the application of various internal and external policies.

Responsibilities

• Reconcile daily and monthly tax control accounts
• Ensure tax compliance of income remittances and payments throughout the tax year
• Perform regular and non-resident tax remittances to Revenue Canada.
• Remit US income tax to the IRS.
• Ensure that procedures in the sector are kept up to date.

Responsible for work related to fiscal year-end

General

What Laurentian Bank has to offer you

The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.

Here are some of the key points of our offering :

We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank.

Inclusion and Accessibility

At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.

We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

We also use artificial intelligence (AI) tools during parts of our recruitment process to support fair and efficient hiring decisions.