At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic 'oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.Aviso.Ca.At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic 'oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.Aviso.Ca.The OpportunityWe are looking to fill an opening for a Tax Compliance Officer to join our Tax Compliance and Client Reporting team.Reporting to the Director, Tax and Client Reporting, the Tax Compliance Officer is responsible for the review of QI/FATCA and CRS documentation covering individuals, trusts, partnerships and investment entities.As oneavisoWe Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supportedWe Dare -You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of workingWe Share - You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeedWe Deliver - You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improveWhat your day looks likeProviding support to tax administrators on complex issues and escalations that require QI, FATCA, CRS, 1042-S and 1099 tax reporting expertiseProviding support to the New Accounts Department as needed with respect to QI/FATCA and CRS documentation and codingAssist in auditing regulatory reporting as it relates to QI, FATCA, CRS,



1042-S and 1099 prior to submissionAnnual assistance and auditing of CRS and FATCA XML reporting accuracy by assisting in annual report testing and CRA schema updatesParticipating in mock audit sample reviews to ensure accurate application of US withholding tax against valid client documentationActive participant in Year End Info Sessions hosted by BroadridgeEnsure and actively share all trustee and government regulatory requirements and knowledgeIdentifies process improvements, implements, and updates departmental procedures and manuals and actively shares updates with the rest of the team and management to ensure all are aware of procedural updatesProactively driving a culture of collaboration and teamwork as a team member and provides coverage if the primary or secondary back-ups are not availableUpdates client documentation status on Dataphile as per regulatory requirementsTransformational change - Actively participate in building a current team to support Aviso Tax Compliance goals/milestones including helping to establish new processes and procedures according to regulatory requirements and supporting policy and procedure rollouts to other OPs teams and the businessParticipating in and support the implementation of new onboarding applications/tools by influencing business requirements, participating in workshops, and completing user testingParticipating in periodic IRS and CRA audits by compiling and providing historical documentation and reports to auditors, reviewing results and solutions and working with potential consultants on resolving issues identified during auditsSupport ongoing projectsRequirementsYour experience and skillsPost-secondary education in accounting, business and/or financial administration4-6 years of experience in the financial services industry, preferably in QI/FATCA and CRS reporting or new account documentationIndustry knowledge of regulatory reporting and compliance as it relates to QI, FATCA, CRS, 1042-S and 1099 tax reporting requirementsExcellent time management and organizational skillsPro-active and superior problem-solving abilities and strong analytical skillsExcellent communication skills. Fluent communication skills in English are required and bilingual skills in French are an assetExcellent customer service orientationAbility to work independently and in a teamExtremely detail oriented and accurateBenefitsWhy Aviso?At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.Here are a few things that set us apart:Competitive compensation package that rewards and recognizes individual contributionsExcellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit,



parental leave top-up optionsMatching contributions to our retirement programCommitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkYour InformationBy submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.Further information is available on the Privacy link on our Career Page - Privacy PoliciesEqual Employment OpportunityAviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.Company OverviewAviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands‑off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, and Montreal. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.SalaryThis position is posted with an expected salary range of $70,000 - $80,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.#J-18808-Ljbffr

📌 Tax Compliance Officer - C$70,000 - C$80,000 A Year (Winnipeg)
🏢 Aviso
📍 Winnipeg