Job Summary The Tax Specialist is responsible for administering and supporting tax-related activities across registered and non-registered investment accounts. This role acts as a subject matter expert for tax reporting requirements, withholding tax remittances, regulatory account balancing, and tax compliance processes, while providing guidance and support to internal teams.

The Tax Specialist reviews and resolves tax-related items, performs reconciliations, administers tax reporting obligations, and ensures the accurate completion of tax remittances and reporting requirements. The role also investigates discrepancies, analyzes tax-related notices and correspondence, and coordinates corrective actions as required.

Working closely with internal stakeholders, management, and external regulatory agencies, the Tax Specialist contributes to the accuracy, compliance, and continuous improvement of tax administration processes while supporting operational effectiveness and regulatory requirements.

Duties & Responsibilities

Team-Specific

- Provide subject matter expertise and guidance to internal teams regarding taxation rules, reporting requirements, withholding taxes, and government remittance obligations.
- Administer and reconcile Canada Revenue Agency (CRA), Revenu Québec, and Retraite Québec accounts, investigating and resolving discrepancies and outstanding items.
- Review, analyze, and respond to tax-related notices, assessments, statements, correspondence, and inquiries received from regulatory agencies.
- Coordinate and process withholding tax remittances and other government payments, ensuring legislative deadlines and reporting requirements are met.
- Administer annual and ad hoc tax reporting activities, including the review, balancing, generation, amendment, cancellation, and reissuance of tax slips and related reporting files.
- Investigate and resolve tax reporting discrepancies, rejected filings, balancing issues, and account reconciliation exceptions.
- Monitor regulatory and legislative changes impacting tax reporting requirements and support implementation of process, procedural, and system updates.
- Support operational areas with complex client taxation inquiries, escalations, and exception processing.
- Develop, maintain,



and update tax administration procedures, controls, and supporting documentation.
- Identify opportunities for process improvements, automation, and risk reduction related to tax administration activities.

General

- Uphold the division and Olympia’s reputation and values, while promoting our motto “With Us, It’s Personal” in all interactions with employees, clients, and business associates.
- Remain up to date on all Olympia products, services, legislative requirements.
- Handle inquiries from clients and third-party business partners.
- Ensure efficiency of team tasks by developing solutions and implementing improvements.
- Act as a Subject Matter Expert in specified area.
- Actively participate in projects and team meetings.
- Collaborate with team on complex files and transactions.
- Address minor escalations when required.
- Assist in maintaining consistency amongst the teams to ensure service standards are upheld to reduce risk or liability for the company.
- Own execution of day-to-day operational activities to maintain effective and efficient customer service.
- Flexible to perform a variety of tasks as required to support the team, business, and organizational priorities.

Competencies

- Connection: Builds long-term relationships by collaborating with clients and industry participants.
- Accountability: Is a trusted business partner who operates with transparency and integrity.
- Innovation: Leverages technology to continuously improve how we serve our customers.
- Adaptability: Adapts to changes and shifting priorities and is open to new ideas and responsibilities.
- Attention to Detail: Pays close attention to details to produce accurate work.
- Interpersonal Skills: Establishes skilled working relationships, is flexible/adaptable, works well with others and solicits feedback.
- Job Knowledge: Understands facets of the job, is aware of duties and responsibilities,



and keeps current with job knowledge.
- Productivity: Manages workload, works efficiently, and meets goals and objectives.
- Problem Solving: Understands what is causing a problem, finds solutions and knows when to escalate to leadership.
- Teamwork: Is accountable to the team, works to meet established deliverables, appreciates the views of team members, and is respectful.

Formal Education & Experience

- High school Diploma is required.
- Finance services experience or related field of study is an asset.
- 2 - 3 years of Financial or investment industry experience is preferred.
- 3 - 5 years of administrative experience is an asset.

Specialized Skills & Knowledge

Team-Specific

- Advanced knowledge of Canadian registered and non-registered investment account taxation, including RRSP, RRIF, TFSA, RESP, FHSA, and non-registered account reporting requirements.
- Strong understanding of CRA, Revenu Québec, and Retraite Québec reporting, remittance, balancing, and compliance requirements.
- Proven ability to analyze tax-related discrepancies, reconcile complex account balances, and resolve reporting exceptions.
- Strong research, problem-solving, and analytical skills with the ability to interpret legislation, regulatory guidance, and government correspondence.
- Advanced proficiency with Microsoft Excel and systems used for tax reporting, reconciliation, data analysis, and regulatory filing activities.

General

- Requires a thorough understanding of the Anti‐Money Laundering (AML) policies and procedures.
- Intermediate level with Adobe, Outlook, SharePoint, other Microsoft Office products and internet applications.
- Thorough understanding of how the Investment Account Services Division operates.
- Bilingual in French and English communication both written and spoken is an asset.

Role Details

- Reports to: Manager, Operations Administration - Operations
- Employment Type: Full-Time, On-site

Please note that employment is conditional upon the successful completion of a criminal background check and employment verification. Additional screening may be required depending on the role, and from time to time at Olympia’s sole discretion.

With Us, It’s Personal

📌 Specialist, Operations (Calgary)
🏢 Olympia Financial Group
📍 Calgary