WHO WE ARE

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

KNOWLEDGE AND EXPERIENCE

• 2+ years of investment industry experience, with extensive knowledge of tax reporting processes
• People leadership experience is a strong asset
• Self-starter and continuous learner with the capacity to work independently
• Demonstrated flexibility and willingness to assist others
• Critical thinker and skillful decision maker, adaptable in a changing regulatory environment
• Excellent organizational skills, able to prioritize important and time-sensitive tasks
• Ability to work efficiently and accurately in a fast-paced, dynamic environment, with a sharp eye for detail
• Strong verbal and written communication and presentation skills
• Experience with the Broadridge Dataphile platform required
• Proficiency in Microsoft 365 (Outlook, Word, Excel and PowerPoint)

WHAT YOU’LL DO

We are seeking an experienced subject-matter expert with strong knowledge of tax reporting and client account processing. Reporting to the Supervisor, Tax Reporting, the ideal candidate is committed to client service excellence, detail-oriented and driven to provide exemplary support to advisory groups in a fast-paced environment. This role requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory environment.

RESPONSIBILITIES

• Provide expert advice in processes and best practices related to tax reporting to team members, Advisors and their advisory support teams
• Ensure deadlines are met with CRA and IRS tax remittances and assist in issuance of tax receipts during tax season
• Conduct accurate reconciliations of tax reporting on income, reorganizations, and manual adjustments
• Investigate discrepancies from reconciliations and make necessary adjustments
• Deliver client service excellence by responding to inquiries accurately and timely
• Serve as the first point of contact for escalation of any urgent issues
• Partner with Compliance, New Accounts and Financial Services departments to remain current on new developments in tax reporting, anticipate impact to existing processes and execute changes as required
• Communicate department initiatives, changes, and updates to team members
• Review and audit client account applications and information, in accordance with rules and regulations related to QI, FATCA and CRS
• Ensure standard operating procedures are followed and service-level agreements are met
• Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes
• Participate in cross-functional department reporting, audit, and review projects
• Maintain up-to-date knowledge of taxation industry by participating in relevant meetings and seminars
• Engage in ongoing learning and professional development to increase knowledge as a subject-matter expert