Tax Reporting Specialist
Hybrid role in Waterloo focused on accurate tax reporting and compliance for retirement products. Involves CRA/Revenue Quebec filing, reconciliation, and high-volume seasonal processing. Requires Excel expertise, accounting knowledge, and strong problem-solving skills to manage complex client inquiries efficiently.
What is in it for you:
• Hourly salary of $25.
• 7-month contract.
• Full-time position: 37.50 hours per week.
• Weekday schedule from 9 am to 5 pm.
• Hybrid work: in-office Tuesday to Thursday.
• Opportunity to work in a dynamic and professional environment.
• Join a passionate and inclusive team of professionals.
Responsibilities:
• Investigate and resolve customer inquiries, concerns, and complaints related to tax reporting for Canada Retirement products.
• Ensure accuracy, timeliness, and professional handling of cases, meeting set performance measures.
• Produce and prepare tax forms, reconcile withholding tax, and perform monthly/year-end balancing.
• Plan and execute pre-peak tax preparation, including analyzing error reports and handling manual tax calculations.
• Review and clean up previous peak season data to improve processes, troubleshoot discrepancies, and document procedures.
• Interact with internal and external stakeholders to meet production and service standards.
• Manage heavy workloads and high-stress peak periods with minimal supervision.
What you will need to succeed:
• Accounting designation in progress or interest in pursuing one (asset).
• Proficiency in Microsoft Excel and Office Suite.
• Knowledge of reconciliation and balancing procedures.
• General understanding of financial services, distribution channels, compliance principles, and CRA/Revenue Agency tax guidelines.
• Experience in basic accounting or bookkeeping.
• Investigative approach to resolving discrepancies.
• Strong mathematical and analytical aptitude.
• Excellent customer service, communication (oral and written), and conflict resolution skills.
• Ability to organize, prioritize, and manage multiple demands.
• Capacity to work independently and collaboratively with minimal supervision.
• Resilience and professionalism when dealing with aggressive or rude clients.
• Background in insurance or group retirement products (asset).
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.
MFCJP00015306
