Join Raymond James as a Client Reporting and Tax Associate, where your data accuracy will shine. This role focuses on delivering timely tax solutions and client service support.
In this role, you will ensure the smooth processing of tax documentation for clients while collaborating with Investment Advisors. Your organization and attention to detail will be key in managing deadlines and addressing client queries. You will also interact with various stakeholders to maintain compliance and deliver excellent service throughout tax seasons in Canada.
Key Responsibilities:
• Ensure timely data processing within service standards
• Review and maintain client databases for compliance
• Provide support for Investment Advisor inquiries




• Liaise with external stakeholders regarding tax compliance
• Aid fellow team members in tax reporting tasks
Requirements:
• Bachelor’s Degree in relevant fields preferred
• Previous work experience in financial services advantageous
• Excellent verbal and written communication skills
• Solid time management and prioritization skills required
• Attention to detail with a customer-centric focus
Elevate your career while contributing to meaningful tax reporting solutions at Raymond James.
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📌 Client Reporting And Tax Associate Position Vancouver
🏢 Raymond James Financial
📍 Vancouver