Client Tax Reporting Operations Support

Job Description

Job Description

Position Type:
Contract
Hybrid (3 days in office and 2 days WFH)

• Familiarity with Canadian reporting for global employee share plan requirements
• Strong reconciliation and research skills; prior experience in accounting or reconciliation of books a plus
• Self-motivated and eager to learn
• Excellent time management skills during tight deadlines
• Proactively engage and collaborate with all co-workers globally to build positive rapport to contribute as an effective team member as measured by their feedback
• Analytical, accurate, and strong problem-solving skills essential
• Vocal ability to challenge business deficiencies identified through the tax production process
• An ability to articulate issues both in verbal and written form to help aid swift resolution
• Previous employee share plan and tax production background would be advantageous
• Comfortable with technology and technical concepts in a fast-paced changing environment
• An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities
• A deep belief in team success, collaboration and a willingness to adapt to continuous change
• An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals

Responsibilities:

• Review and ensure Canadian Tax Reporting is accurate, i.e. T5008, T3, T5 etc.
• Update excel files for accurate reporting values
• Ensure participant data is accurate
• Attain appropriate approvals, document and confirm successful submissions
• Ensure that all tax filings and reporting for Corporate Clients and Shareworks, are issued accurately and timely
• Review filings to tax authorities for accuracy
• Contribute to the annual tax production project plan to ensure that all relevant tasks are captured throughout the year
• Perform all required testing on tax forms that are issued from Shareworks to ensure accuracy through preliminary reviews
• Manage any special handling requirements for clients inclusive of tax form amendments for clients
• Audit tax form generation to ensure all forms for all clients have been completed
• Proactively provide project updates to Tax Manager as required to ensure the success of tax activities
• Update processes and procedures policy portal as required

Hired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.

Company Description

Hired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.