Tax expertise meets investment operations in this Tax Specialist position, focused on Canadian reporting, reconciliations, and regulatory remittances. Support internal teams with accurate tax administration.
The Tax Specialist administers tax activities across registered and non-registered investment accounts. You will guide teams on taxation rules, withholding taxes, and government obligations. The work includes CRA, Revenu Québec, and Retraite Québec accounts, tax slips, reporting files, and compliance processes.
Key Responsibilities: Provide taxation guidance to internal teams and operational areas
Reconcile government accounts and resolve outstanding discrepancies
Process withholding remittances and government payments
Review, amend, cancel,



and reissue tax slips
Investigate notices, rejected filings, and reporting exceptions
Requirements: High school diploma required
Two to three years of financial industry experience preferred
Three to five years of administrative experience an asset
Advanced knowledge of Canadian investment account taxation
Advanced Microsoft Excel proficiency and analytical skills
Apply your Canadian tax reporting, reconciliation, and Excel expertise to support accurate investment operations at Olympia.

#J-18808-Ljbffr

📌 Tax Specialist Investment Operations (Alberta)
🏢 Olympia Trust
📍 Alberta