As an Associate Tax Officer, Scotiatrust, you contribute to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. You 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:

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Review tax returns prepared by Tax Administrators, and seasonal staff to ensure completeness and accuracy and to minimize risk.
• Prepare complex returns by proactively gathering or preparing all relevant supporting documentation, such as income statements, transactions, tax slips, capital gains & losses statements and fees charged.
• Act as secondary contact for all clients and partners.  May be primary contact for a limited number of assigned clients.
• Proactively recognize tax issues as they affect the client’s situation and ensures that the clients and our partners are made aware, as appropriate.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursue effective and efficient operations of his/her respective areas, while ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Practices, 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.
• Champion a high performance environment and contributes to an inclusive work environment.

Do you have the skills and requirements that will enable you to succeed in this role? – We’d love to work with you if have:

• Previous employment within a tax unit servicing individuals and trusts
• Post-secondary degree or diploma
• May be working towards an accounting designation
• Pursuing the STEP or CSI Taxation Courses and keeps up-to-date with respect to legislative changes, particularly the frequent changes to the taxation of individuals, estates, trusts, corporations, and registered charities
• Excellent computer skills are required, particularly in the use of tax preparation programs and MS Office, SalesForce and the Broadridge Trust System

Dimensions:

• Total Tax Revenue / assigned tax preparation engagements $500,000 to $2,000,000
• Total assigned tax preparation engagements / 400 to 750
• Daily regulatory remitting and tax filing deadlines
• Daily interaction with Canada Revenue Agency, Revenue Quebec, and internal partners