Focus on tax reporting, CRA filing support, and operational accuracy with TD Wealth in Toronto, Ontario, Canada.

This Senior Wealth Operations Officer role spans Tax Reporting and Custodial Operations. You will investigate partner inquiries, explain technical information clearly, and support timely solutions within established Service Level Agreements. Collaboration with subject-matter experts is central.

Key Responsibilities:

- Support tax slip generation and CRA filing activities
- Complete tax-related calculations and financial information requests
- Research inquiries received through phone and written channels
- Keep partners informed about research and escalation needs
- Support procedures, controls, testing, and process improvements

Requirements:

- Three or more years of financial-services experience
- Knowledge of tax reporting or Wealth Operations preferred
- Robust attention to detail and organizational skills
- Ability to explain detailed information concisely
- Operational systems familiarity is an asset

Use tax reporting knowledge, analytical judgment, and careful execution to support accurate Wealth Operations services at TD.

📌 Senior Tax Reporting Operations Officer (Toronto)
🏢 TD Bank Group
📍 Toronto