Tax Specialist Wealth Management (Winnipeg)

Tax Specialist Wealth Management (Winnipeg)

19 Sep
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Winnipeg

19 Sep

TechAlliance of Southwestern Ontario, London Economic Development

Winnipeg

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As a Tax Specialist, you will be responsible for all tax reporting with a focus on non-registered products. This includes knowledge of the many systems within Individual (Wealth and Insurance) and Group Customer. You will be expected to participate in projects relating to tax accounting and reporting processes, while maintaining timely and accurate reporting to clients and government bodies, such as the Canada Revenue Agency and Revenue Quebec.

You will be accountable for:

Executing monthly, quarterly, and annual reconciliations and reporting to client and CRA for multiple Finance tax processes

Ensuring that reconciliations related to the system process are timely and accurate and compliant with CRA requirements

Filing all tax slips to CRA/MRQ meeting all deadlines

Investigating and resolving complex tax questions and inquiries

Participate in projects that have a direct impact to the tax reporting process

Analyzing reporting requirements for tax documents under the prescribed guidelines from Federal and Provincial governments

Required Competencies and Behaviors

Experience with the various non-registered tax slips that support Individual Customer and Group Customer

Knowledge of financial transactions and how they impact a tax calculation

Ability to manage multiple demands while working to strict deadlines

Proven analytical ability

Solid problem-solving skills

High degree of accuracy

Customer Service

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The base salary for this position is between

$62,800 - $94,200

annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity.



All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

Career Development : Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.

Health & Wellness: Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.

Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.

Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.

Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!

Emphasis onCommunity :We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted .

Location: London, ON, CA

Date: Sep 14, 2026

📌 Tax Specialist Wealth Management (Winnipeg)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Winnipeg

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