Senior Policyholder Tax Analyst

Close Date : Company : CLIC

Company : CLIC

Department : Individual Insurance and Wealth Management

Employment Type : Regular Full-Time

Work Model : Hybrid

Language : This role operates in English.

Job Grade : 5

Hiring Manager : Jennifer Woynarski

Referral Award : No

The Opportunity :

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.

That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.

The best part is that you will work with people that care passionately about you, our clients, and our communities.

Working with the Senior Policyholder Tax Analyst, the role will support our internal and external clients in all areas relating to policyholder tax.

The individual will support the administration of the policyholder tax functions within CLIC Individual Insurance and Wealth Management.

This includes the production of all tax slips, reporting to CRA and Revenue Quebec. Under the guidance of the Senior Policyholder Tax Analyst they will provide guidance for business process, tax related questions and acting as subject matter expert for all tax related items.

How you will create impact :

• You will analyze, solution, plan and monitor work in progress to ensure timely delivery and quality output.
• You will act as an escalation point to assist with the resolution of highly complex issues.
• You will coach and mentor the Policyholder Tax team, providing input to the manager for training and development opportunities.
• You will lead development and issuance of tax slips and CRA filings to support T4A, T5, T4RSP, T4RIF, T3, RL16, RL2, RL3, RRSP, NR4, TFSA, NR4, T550, RL1.
• Understand, document, and communicate relevant legislation to appropriate stakeholders.
• You will work with Project Delivery Team to prioritize and implement mandatory tax changes.
• You will document and analyse current system processes to identify efficiencies on a continuous basis.
• You will lead internal audits request for information and resolution of audit issues.

How you will succeed :

• You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
• You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
• You have strong communication skills to clearly convey messages and explore diverse points of view.
• You build trusting relationships and provide guidance to support the development of colleagues.

To join our team :

• You have 6-9 years of individual insurance or wealth management.
• You have completed post-secondary education in Business Administration and / or Accounting, or related discipline.
• You have advanced ability to use critical thinking skills to analyze, evaluate and draw conclusions.
• You have the ability to make recommendations that are critical to our business operations.
• You have strong communication and interpersonal skills.
• You have a strong foundation of Policyholder Tax.
• You have advanced knowledge of Tax Legislation and accounting principles.

What you need to know :

You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What's in it for you?

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.

g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.