Manager, Operations - Tax Operations

What is the opportunity?

This position provides management and leadership to Canadian Tax Regulations and Projects. The incumbent will provide the necessary identification, clarification and project leadership on key productivity, efficiency, and service-enhancing initiatives as they relate to Canadian Tax Operations. It involves business analysis, vendor management, and risk management responsibilities. The incumbent will be a subject matter expert on all Canadian tax regulatory filing requirements for both Registered and Non-Registered plans. Works effectively and collaboratively with multiple departments and stakeholders (internal and external) to achieve quality and timely delivery of solutions. This position is expected to understand and represent the needs of Tax Operations as it pertains to the assigned projects and to effectively provide two-way communications throughout the project life cycle to vendors, delivery providers and key stakeholders, including the Operations Senior Management team.

What will you do?

• Oversee design, development, and implementation of solutions required to support specific Operations’ initiatives.
• Plan, organize and manage tasks and resources to accomplish a defined objective with a defined scope.
• Develop proposals and work plans as required to support Operations activities.
• Communicate regularly with management and other relevant parties to keep impacted resources informed.
• Prepare detailed plan and/or specifications for implementation of change requests and/or initial process requirements.
• Participate in Operations, firm, and/or industry initiatives providing process design, expert product knowledge, technical expertise, and problem solving unique to one or more specialty areas. Provide business requirement, UAT testing, and implementation support as required.
• Design and implement tracking and reporting on all Canadian tax enhancements and change requests.
• Partner with department managers to ensure Canadian tax testing and production schedules are annually maintained; participating in tax huddles with external vendors to assist with quality control on action items are adhered to and executed.

What do you need to succeed?

Must Have

• Tax Advisory background
• Good communication
• Business/Risk Analysis background

Nice to Have

• MBA
• 5 + years experience

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities

TORONTO, Ontario, Canada CAN-ON-TORONTO Canada 37.5 Full time Wealth Management Regular Salaried 2023-05-15 2023-05-23