TAX REPORTING SPECIALIST

Hybrid role in Waterloo focused on accurate tax reporting and compliance for retirement products. Involves CRA/Revenue Quebec filing, reconciliation, and high-volume seasonal processing. Requires Excel expertise, accounting knowledge, and strong problem-solving skills to manage complex client inquiries efficiently.

• Investigate and resolve customer inquiries, concerns, and complaints related to tax reporting for Canada Retirement products.
• Ensure accuracy, timeliness, and professional handling of cases, meeting set performance measures.
• Produce and prepare tax forms, reconcile withholding tax, and perform monthly/year-end balancing.
• Plan and execute pre-peak tax preparation, including analyzing error reports and handling manual tax calculations.
• Review and clean up previous peak season data to improve processes, troubleshoot discrepancies, and document procedures.
• Interact with internal and external stakeholders to meet production and service standards.
• Manage heavy workloads and high-stress peak periods with minimal supervision.