Tax Onboarding Analyst
- Location: Bedford/ Halifax, NS – Hybrid (4 days onsite, 1 day remote)
- Pay Rate: $39.63/hr – $46.98/hr
- Contract Length: 12 Months with a possibility of extension
We at Raise are hiring a Tax Onboarding Analyst for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet rising demand. We’re hiring right now; if you’re interested, apply below for your chance to join a great place to work.
Responsibilities:
- Undertake day-to-day activities of the Tax Onboarding Team for CM (Capital Markets) business units, which include, but are not limited to, the timely and accurate indexing of tax obligations in TORC (Tax Operations Regulatory Control) resulting from the identification of a 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 clients/counterparties, expediting issues while ensuring the management of expectations between groups reliant on the tax document itself and its 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, and ensuring they are signed and dated. Returning forms to clients if immediate issues are identified and sending them 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 fallout 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.
Must-Have Skills:
- 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
- Knowledge of FATCA/CRS and other regulatory frameworks
- Previous experience working with outreach or client onboarding systems
Looking for meaningful work? We can help!
Raise is an established hiring firm with over 65 years of experience. We believe strongly in making the world a better place through work, which is why we’re a certified B Corporation and donate 10% of our profits to charity.
We strive to build teams that reflect the diversity of the communities we work in. We encourage all qualified applicants to apply, including people from traditionally underrepresented groups such as women, visible minorities, Indigenous peoples, people identifying as LGBTQ2SI, veterans, and people with visible/nonvisible disabilities.
We have a dedicated webpage for accommodations where you can learn more about what we offer and request accommodation: https://raise.jobs/accommodations/
In order to submit candidates for roles, our clients will sometimes require personal information to confirm the identity of applicants and their legal status to work. Raise will never ask you for personal or banking information unless you have been selected for a job. If you are ever unsure about the legitimacy of this or another job posting by Raise (or have any other questions), please contact us at +1 800-567-9675 or hello@raiserecruiting.com
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