At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together .Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Senior Associate, Tax & Client Reporting - 6 Month ContractHow does the role impact the organization?The Senior Associate, Tax & Client Reporting requires an organized, hardworking, team-oriented and technologically proficient candidate. The candidate must meet the department’s tax season deadlines and be able to thoroughly investigate client queries as well as resolve those issues in conjunction with internal staff and Investment Advisors.What will your role be responsible for?Ensure high quality control by reviewing routine departmental tasks & projects prepared by junior associates; Provide support and solutions to inquiries from Investment Advisor teams and other internal departments as a subject matter expert; Review client documentation and maintain client database in accordance with business policies, CRA, IRS and investment industry regulations; Process and review Canadian, Quebec, and U.S. income tax receipts during tax season; Assist with the development of training materials and participate in the training of junior and seasonal associates; Contribute to theimprovement and enhancement of work processes to increase efficiency and accuracy; Liaise and correspond professionally with internal and external stakeholders; Develop a thorough understanding of Raymond James’ services, businesses and industry; Correspond with variousgovernment agencies to address tax compliance issues; Provide assistance to other Tax Reporting team members as needed; What can you expect from us?Our most important investment is in people. Upon eligibility,



Raymond James Ltd offersflexible workstyles,a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.What do we expect from you?To qualify for this opportunity you possess:Fundamental investment concepts, practices, and procedures used in the securities industry; Exceptional organizational skills and the ability to manage multiple responsibilities effectively; Robust professional communication skills, both verbal and written; Proficient in time management, prioritizing tasks, and meeting deadlines; Demonstrated ability inbuilding and maintaining positive relationships with clients and colleagues; Meticulous attention todetail in all tasks and activities; Customer-centric mindset with a focus on providing excellent client service; Education and Experience:Bachelor’s Degree, Commerce or Business Administration preferred; 2 to 4 years of relevant work experience in tax or the financial services industry; Experience working withthe Broadridge Dataphile application; Professional experiencein a client service role; Completion of CPAor InDepth tax program is an asset; Completion of theCanadian Securities Course (CSC) is an asset; Proficient in MicrosoftOffice Suite (Excel, Word,



Outlook and PowerPoint); Grow professionally andinspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firmSalary Range:$65,000-75,000 annually, in addition to competitive performance bonuses/incentives.Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.This posting is for an existing vacancy.At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.JobOperationsPrimary LocationCA-BC-Vancouver-VancouverOrganizationOperationsScheduleFull-timeStatusTemporary Full-Time#J-18808-Ljbffr

📌 Senior Associate, Tax & Client Reporting - 6 Month Contract - C$65,000 - C$75,000 A Year (Vancouver)
🏢 Raymond James
📍 Vancouver