Tax Onboarding Analyst

We are seeking a Tax Onboarding Analyst to join our Capital Markets Tax Operations team on a maternity leave contract. This role plays a critical part in supporting tax onboarding requirements for new clients, ensuring compliance with regulatory obligations and delivering a strong client experience.

You will be part of a collaborative team of five, working closely with internal stakeholders and external clients to manage tax documentation and onboarding processes.
The details of this role that will help you decide


Position: Tax Onboarding Analyst
Location: Bedford, NS
4 days onsite 1 day remote

Payrate: 39/h


Advantages
Competitive pay rate
Location: Bedford, NS
Model: Hybrid role
Contract: 12 months (with a strong possibility of extension)
Schedule: 9-5, 7.5 hours daily, 37.50 weekly

Responsibilities
• Undertake day to day activities of the Tax Onboarding Team for company business Units, which includes, but not limited to, the timely and accurate indexing of tax obligations in TORC (Tax Operations Regulatory Control) resulting from the identification of new client, product, account, and agreements by CM Tax Operations.
•Conduct initial outreach to clients to obtain valid and up to date tax documents, self-certifications, public documents, and cure documents as necessary for successful completion of Tax Onboarding.
•Utilize third party tax form repositories and service providers to obtain tax documentation, raising new requests and maintaining open documentation collection cases.
•Facilitate the collaboration and escalation between CM Tax Ops and client/counterparties, expediting issues while ensuring the management of expectation between groups reliant on tax document itself and associated validity status.
•Maintain clear and accurate audit status in respect to the sequence and frequency of the outreach and follow-ups, including evidence of the dates, persons and communications undertaken.
•Perform the initial cursory review of tax forms to ensure that they meet preliminary validation standards including the completeness of fields, form version & type, ensuring signed and dated. Returning forms to clients if immediate issues identified and sending to Tax Ops for further regulatory review.
•Work with Tax Operations, ensuring priorities are constantly being maintained in TORC Function Tasks with the correct focus being applied on Outreach efforts based on Tax Regulatory exposure and risk.
•Undertake tax documentation remediation outreach activities, to obtain updated valid tax documents from clients based on Tax Operations identification of expired tax documents, GIIN verification fall-out and Change in Circumstances, working within CM Tax Ops prescribed regulatory calendar periods. Establish a best practice approach in ensuring that clients, counterparties, and internal business partners receive appropriate attention and that all queries are responded to and resolved in a timely fashion.

Qualifications
Must-have Skills/Experiences and/or Education, certifications, qualifications, designations:

•Diploma or Degree (preferred Commerce or Finance)
•1-2 years related tax experience
•Intermediate to Advanced proficiency in Excel and Outlook
•Proven attention to detail and accuracy in record-keeping and data management
•Excellent organizational and communication skills
•Ability to manage multiple priorities and meet tight deadlines

Nice-to-have Skills/Experience and/or Education, certifications, qualifications, designations:

•Knowledge of FATCA/CRS and other regulatory frameworks
•Previous experience working with outreach or client onboarding systems

Soft Skills:

•Proven attention to detail and accuracy in record-keeping and data management
•Excellent organizational and communication skills
•Ability to manage multiple priorities and meet tight deadlines


Summary
If you have experience in a professional corporative environment and you are interested in the Tax Onboarding Analyst role, please apply online today!

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.