Tax Analyst

hybrid
Toronto, Ontario, Canada .
full-time . November 5, 2024

Description

Tax Analyst, Payments & Tax

At Odyssey Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy.

Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:

We Show Up for Each Other: We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
We Build: "Outside the box” is our playground. We’re not afraid to innovate and tackle tough problems – we’re here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
We Get Stuff Done (GSD): We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action.
We Do the Right Thing: We’re dependable, trustworthy, and proud of our professional standards.

Primary Responsibilities & Attitude

We are looking for a tax and accounting expert to manage and facilitate the accurate preparation and filing of information returns, and tax withholding and remittance obligations for both the U.S. Internal Revenue Service (IRS) and the Canada Revenue Agency (CRA). The ideal candidate is a team player who creates and implements tax plans and works with the accounting and leadership teams to identify opportunities for process improvement and potential areas of risk. The Tax Analyst will ensure compliance with state, federal and international tax law through a series of systems and system controls that are designed to ensure accurate, timely reporting. They will monitor current and impending changes to tax regulation and make the appropriate updates to policies and strategies. The ideal candidate is single minded in their pursuit of ensuring compliance and achieves this goal through optimizing reporting procedures and driving the successful function of the tax team.

You are responsible for:

Provide procedural guidance to internal teams for the review of IRS and CRA taxpayer certification forms.
Facilitate and manage the preparation and review of U.S. and Canadian returns and the accurate, timely filing of all returns to the tax authority and the taxpayers.
Ensure timely tax remittance to the CRA and IRS and reconcile the tax withholdings
Find and implement opportunities for process improvement in company tax procedures.
Prioritize multiple tax filings requirements and effectively working with the business lines to establish the timely receipt of relevant information needed for all tax filing.
Maintain effective control procedures over all aspects of the tax process.
Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation.
Provide support with various internal and external audits and special tax related projects.
Monitor tax files monthly, review the data integrity and ensure applicable rates, formulas and tax factors have been applied to all income, interest and unit trust distribution events.

Skills and Experience:

Extensive individual/corporate/partnership tax knowledge, including experience and knowledge of Canadian tax rules.
Strong accounting, analytical, and research skills.
Excellent written and oral communication skills.
Strong knowledge of tax code, compliance and procedures for corporations.
Familiarity with U.S. federal, state and local reporting requirements - preferred but not required.
Strong experience with a variety of tax operations and ability to drive process improvements.
Strong ability to utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members.
Ability to work well independently as well as the ability to work well with stakeholders and communicate the benefits of tax initiatives.
Strong organizational and interpersonal skills.
5+ years of experience in a tax manager or public accountant role. Preferred candidates have a current CPA designation.

What We Offer:

Paid Time Off: Vacation, Flex Days, Birthday Day off, Bonus Day

Benefits: Health and Dental, Life Insurance, Long Term Disability, AD&D, Employee Assistance Program, $500 Health Savings Account, RRSP Match.

We thank all candidates for their interest; however, only those selected for an interview will be contacted. By submitting your resume, you consent to the collection, use and necessary disclosure of the personal information provided during the application and selection process.

We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Know someone who would be a perfect fit? Let them know!