Enhance your career as a Tax & Client Reporting Associate with Raymond James in Vancouver. This role focuses on data processing, client inquiries, and regulatory compliance during tax season.
As a key member of the Operations team at Raymond James, you will thrive in a organized, detail-oriented setting. This associate position requires robust communication skills and the ability to work collaboratively with Investment Advisors and internal departments. Your contributions will ensure compliance with tax regulations and improve client services.
Key Responsibilities:
• Ensure timely data processing for accurate reporting
• Support Investment Advisors with inquiries and solutions
• Review and maintain client documentation regularly




• Process tax receipts for Canadian and U.S. clients
• Liaise with government agencies on compliance issues
Requirements:
• Bachelor’s Degree in Commerce or Business Administration
• Experience in tax or financial services preferred
• Proficient with Microsoft Office Suite
• Knowledge of investment concepts and practices
• Ability to manage multiple responsibilities effectively
Leverage your organizational skills and tax knowledge to make a significant impact at Raymond James.
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📌 Tax & Client Reporting Associate At Raymond James Vancouver
🏢 Raymond James
📍 Vancouver