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Requisition ID: 277348
Employee Referral Program – Potential Reward:$1,000.00
We are committed to investing in our employees and helping you continue your career at Scotiabank.

The Role

Contributes to the overall success of the GWO Tax Reporting team for globally held assets in Prime brokerage, Scotia Capital Inc., Scotia Wealth Management, ITRADE, ScotiaTrust, BNS Custody Services, MD, SCUSA and BNS Foreign Subsidiaries ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will:

- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Main point of contact for client inquiries related to tax, and subject matter expertise in all aspects of QI tax compliance.
- Oversee all aspects of Scotia duties related to tax treatment and tax forms production.
- Responsible for all policy and procedure documentation to ensure the reporting and reconciliation requirements are met with the IRS and internal audit obligations.
- Reconciliation and analysis of income and tax procedures and maintain satisfactory internal and external audit/regulatory/risk review.
- Be a role model for delivering quality customer service interaction to our internal and external customers and exceed their expectation and create positive experience.




- Collaborate with internal stakeholders to ensure that the necessary withholding procedures are in place for US source income.
- Assist the management with periodic reviews and certification of compliance.
- As a Tax Reporting Analyst, you will be the subject matter expert in all aspects of Scotiabank client tax compliance and oversee all aspects of Scotiabank duties relevant to tax treatments and oversees the tax slip production and distribution to all clients.
- Play a crucial role in ensuring that Scotiabank reputation is protected by adhering to Scotiabank compliance and risk framework.
- Ensure operational efficiency of the Tax Reporting Dept. is maintained at a high level in accordance with approved policy and procedures.
- Analyse the annual tax campaign activities as it pertains to Regulatory Reporting (CRA &/OR QI &/OR FTT Reconciliation in a timely and accurate basis
- Ensure a high level of customer service level is provided to internal clients including Scotia Capital, Wealth Management (Scotia McLeod / iTrade / Scotia Trust) and the Bank (Custody Services)
- Effectively manage risk and minimize losses and ensure effective procedural internal controls are in place.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Ensuring the adequacy,



adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, and the Guidelines for Business Conduct.
- Champions a high-performance environment and contributes to an inclusive work workplace.

Dimensions

- Tax Reporting are directly responsible for providing related services to all the accounts for Scotia Capital Inc., Scotia Wealth Management, ITRADE, ScotiaTrust, BNS Custody Services, MD, SCUSA and BNS Foreign Subsidiaries.
- There is significant responsibility for ensuring clients receive accurate and timely tax receipts by ensuring all tax programs are updated correctly.
- Providing prompt and accurate response to branch queries regarding client tax receipts
- Conducting Risk Control functions related to balancing accounts, remittances and time and accurate reporting to regulatory bodies.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

- 1-2 or more years of experience in tax reporting / filing process
- Working knowledge of taxability wrt to dividends, income processing, and reorg
- Problem solver and passionate about delivering quality service
- Customer Centric mindset
- Knowledge of Broadridge platforms
- Working knowledge of the following systems: TFP, TXSY, CDS, DTCC, BFS, AS400.
- College or University degree related to T

📌 Assistant Manager, Tax Reporting Department (Canada)
🏢 Scotiabank
📍 Canada