Tax Analyst, Trust (6 Months Contract)

at  TMX Group Limited

Venture outside the ordinary - TMX Careers
The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we’re powering some of the nation’s most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.
Ready to be part of the action?
Now Hiring - Tax Analyst, Trust (6 Months Contract)
Verifies and remits withholding taxes to CRA (Canada and Revenue Agency) and IRS (Internal Revenue Service) on a timely basis. Follows the guidelines of government tax authorities or company tax professionals, responds to tax related inquiries from clients and other departments. At year-end the individual is responsible for extracting and balancing tax forms for mailing and filing to the tax authorities.
This role is Hybrid 2 days/week at the office

Key Accountabilities:

• Ensure that client dividend/interest payments are balanced on the system and that year-to-date totals are correct, on an ongoing basis.
• Consult with the staff of Income Disbursement and Investor Correspondence to ensure tax adjustments are complete and accurate.
• Complete monthly reconciliation of the Record Date list from Income Disbursement to the Link 4 Geo by Currency Link 4 summaries.
• Complete monthly reconciliation of the Monthly Disbursement Link 4 Report to the Received General Cheque and BRP log.
• Submit Receiver General payments to Revenue Canada by the 15th of each month.
• Forward IRS tax remittances within established deadlines.
• Participate in tax planning meetings.
• Perform user testing of the tax system and submit change requests to the Manager upon identifying problems.
• Trigger tax forms; ensure they are balanced and reflect the correct data and format.
• Ensure that minimum reporting, gross ups and other specifications are correct on reports/forms/tapes and that the proper tax forms are used in production.
• Maintain tax files for all clients with disbursements with follow-up for tax direction/Officer Certificates/NR account numbers.
• Co-ordinate the production of manual or other tax forms.
• Coordinate regulatory annual mailings.
• Respond on a timely basis to mail, email, phone and fax correspondence.
• Provide management reporting, as required.
• Ensure compliance with policies, procedures and regulatory requirements.
• Other duties and responsibilities as assigned.

Must Have (s):

• College diploma or university degree in business, finance or accounting, or equivalent experience.
• 1 to 3 years experience in a similar role.
• Intermediate knowledge of Microsoft Office & Google Suite required
• Communication: Good written, verbal and listening skills.
• Adaptable: Flexibility and willingness to work simultaneously on a wide range of tasks and projects and ability to prioritize.
• Confidentiality: Show discretion and ability to handle confidential issues.
• Independent worker: High level of self-motivation and at ease working independently when necessary.
• Interpersonal skills: Pleasant, diplomatic manner and disposition in interacting with senior management, co-workers and the general public.
• Organization & Detail Oriented: Strong organizational skills and attention to detail.
• Teamwork: Works well in a team environment, actively contributes to the success of the group
• Working under pressure: Poised, works well under pressure and accomplishing short- and long-term deadlines with a heavy workload.

Nice Have (s):

• Knowledge of Tax software, CCH software, and Tax Prep software packages (Asset)
• Financial services industry experience, an asset

In the market for…
Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success.
Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.
Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy.
Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived!
Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.
Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX ? Apply now.
TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it

Please refer the Job description for details