Aviso: 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 agile '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 Opportunity: We're looking to fill an opening for a Bilingual Tax Administrator to join our Operations team. Reporting to the Senior Manager, Tax, the Bilingual Tax Administrator is primarily responsible for ensuring all Aviso Financial tax receipt audits are completed as per schedule deadlines. The Bilingual Tax Administrator processes all tax monthly withholding tax remittances and delivered within SLA, CRA, MRQ and IRS filing deadlines. The Bilingual Tax Administrator will ensure that all trustee and government regulatory requirements are met, and their knowledge is current on these requirements. They will work closely with the Reconciliation, Processing and Corporate Actions Department and will be responsible for tax slip production and delivery of the files to our print vendor. The Bilingual Tax Administrator will participate in regular tax related industry conferences or group sessions and will work closely with the Manager of Tax to ensure all defined and documented processes are reviewed regularly. As one aviso: We 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 supported We 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 working We 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 succeed We 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 improve
What your day looks like: Duties and Regulatory Responsibilities Ensure scheduled tax audits are processed and completed within deadlines
Ensure any transaction corrections are corrected and completed before tax production
Ensure all tax related requests received are addressed and completed within SLA deadlines
Responsible for Tax Slip Production and submission of files to DOXIM
Reviews all vendor portals before their deadlines to ensure all instructions are correct and current
Escalates any tax related issues that require management review and intervention
Stay current on both CRA, and IRS Qualified Intermediary/FATCA rules/CRS rules and regulations through the review of legislation, press releases, and industry information bulletins
Prepare and/or review year-end tax reporting forms for Plan and Non-Plan client accounts
Monitor CRA, MRQ, IRS, CIRO (formerly MFDA and IIROC)



websites regularly for tax changes and share the information with the team and update the procedures manual accordingly
Gather information for the internal and external auditors
Provide support and service for proper Client Reporting Audits and Risk Control
Review current process of monthly tax audits of tax reporting Performs data validation checking tax reports against accounts in our internal system
Identify outstanding items and resolve these in a timely manner
Proactively identify and implement process improvements
Research and promptly resolve escalated issues
Ensure all discrepancies in clients accounts are escalated to the processing area to be address in a timely manner
Tax Reconciliation and Remittance Performs tax remittances to CRA, MRQ and IRS and balancing of the tax internal control accounts vs CRA, MRQ and IRS remittance accounts
Process weekly/monthly withholding tax remittances to CRA, MRQ and IRS within deadline
Ensure accurate and timely charging and remittance of non-resident and back-up withholding taxes as required by regulation for both resident and non-resident clients
Document Maintenance Maintain and document departmental procedures
Recommend and implement procedures to streamline workflow
Your experience and skills: Post-secondary education, designation in accounting, business and/or financial administration
4-6 years of experience in the financial services industry, preferably in tax reporting
Industry knowledge of CRA, and CIRO (formerly MFDA and IIROC) rules and regulations
Successful completion of the Canadian Securities Course or SIMA Operations Course would be an asset
Excellent communication skills. Fluency (written and spoken) in English and French are required to effectively communicate with partners

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📌 Bilingual Tax Administrator (British Columbia)
🏢 Aviso Wealth
📍 British Columbia