Scotiabank

Assistant Manager, GWO Tax Reporting

Scotiabank • $80K — $95K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 3+ years in tax reporting or filing processes
  • Understanding of taxability for dividends and income processing
  • Customer-centric problem solver
  • Familiarity with Broadridge platforms
  • Knowledge of systems: TFP, TXSY, CDS, DTCC, BFS, AS400
  • College or University degree in Taxation or Accounting preferred (3-year program)
  • Tax-related certifications or industry designations preferred
  • Strong analytical and reconciliation skills

Responsibilities

  • Champion a customer-focused culture to enhance client relationships
  • Serve as subject matter expert in tax compliance for Scotiabank clients
  • Protect Scotiabank's reputation by adhering to compliance and risk frameworks
  • Maintain operational efficiency in the Tax Reporting Department
  • Analyze annual tax campaign activities timely and accurately
  • Provide high-quality customer service to internal clients
  • Manage risk effectively and implement strong procedural controls

Benefits

  • Engage with various business groups on KYC/AML topics
  • Enhance knowledge of global product offerings and functional processes
  • Build strategic relationships across the bank
  • Be part of a dynamic team with strong personal and career development support
  • Access to a rewarding career path with professional development opportunities
  • Comprehensive benefits starting on the first day
  • Commitment to diversity, equity, inclusion, and community impact
  • Support for workplace accessibility accommodations
Full Job Description
Requisition ID: 273264
Employee Referral Program - Potential Reward: $1,000.00

The Role

Contributes to the overall success of the GWO Tax Reporting team for globally held assets in Prime brokerage, Scotia Capital Inc., Scotia Wealth Management, ITRADE, ScotiaTrust, BNS Custody Services and BNS Foreign Subsidiaries ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will:

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • As a Tax Reporting Assistant Manager, you will be the subject matter expert in all aspects of Scotiabank client tax compliance and oversee all aspects of Scotiabank duties relevant to tax treatments and oversees the tax slip production and distribution to all clients.
  • Play a crucial role in ensuring that Scotiabank reputation is protected by adhering to Scotiabank compliance and risk framework.
  • Ensure operational efficiency of the Tax Reporting Dept. is maintained at a high level in accordance with approved policy and procedures
  • Analyse the annual tax campaign activities as it pertains to Regulatory Reporting (CRA &/OR QI &/OR FTT Reconciliation in a timely and accurate basis
  • Ensure a high level of customer service level is provided to internal clients including Scotia Capital, Wealth Management (Scotia McLeod / iTrade / Scotia Trust) and the Bank (Custody Services)
  • Effectively manage risk and minimize losses and ensure effective procedural internal controls are in place
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
  • Champions a high-performance environment and contributes to an inclusive work environment.


Dimensions:

  • Tax Reporting are directly responsible for providing related services to all the accounts for Scotia Capital Inc., Scotia Wealth Management, ITRADE, ScotiaTrust, BNS Custody Services and BNS Foreign Subsidiaries.
  • There is significant responsibility for ensuring clients receive accurate and timely tax receipts by ensuring all tax programs are updated correctly.
  • Providing prompt and accurate response to branch queries regarding client tax receipts
  • Conducting Risk Control functions related to balancing accounts, remittances and time and accurate reporting to regulatory bodies


Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
  • 3 or more years of experience in tax reporting / filing process
  • Working knowledge of taxability with respect to dividends, income processing, and reorg
  • Problem solver and passionate about delivering quality service
  • Customer Centric mindset
  • Knowledge of Broadridge platforms
  • Working knowledge of the following systems: TFP, TXSY, CDS, DTCC, BFS, AS400.
  • College or University degree related to Taxation or Accounting Preferred (3-year program)
  • Tax related courses, certifications or industry designation
  • Strong reconciliation and analytical skills


Working Conditions
  • Work in a Hybrid environment; non-standard hours are a common occurrence.
  • Thrive in a fast-paced environment and can manage completing priorities effectively.
  • Critical deadlines must be met to avoid potential penalties on meeting CRA and IRS deadlines


What's in it for you?
  • Opportunity to engage with various GBM business groups on KYC/AML topics and client outreach activities
  • Opportunity to enhance knowledge of GBM's global product offering, business lines and functional processes, as well as gain exposure to the overall bank
  • Opportunity to build strong strategic relationships across broad partner and stakeholder groups within GBM globally and across the bank
  • Be a key member of a dynamic and engaged team with strong leadership and focused personal and career development support
  • A rewarding career path with diverse opportunities for professional development
  • An organization committed to making a difference in our communities - for you and our customers.
  • A competitive rewards program including bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day.
  • Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
  • Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.


Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
Finance & Insurance
5 Year Trend
+7%
NASDAQ
BNS
* Ladders Estimates

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