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Wealth Management - Tax Officer Montreal

August 18 2020
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Forensic accounting, Fraud, Management, Administration, Taxation, Taxes
Montreal, QC

Requisition ID: 88523

Join the Global Community of Scotiabankers to help customers become better off.

Purpose of Job

Contributes to the overall success of a Scotiatrust Taxation Services unit in Canada 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.


  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Proactively engages clients and partners to deliver comprehensive personal and estate and trust tax preparation services to an assigned group of clients within regulatory deadlines, defined policies and procedures, service level agreements, and audit standards.
  • Provides tax solutions and strategies to clients, and partners by proactively recognizing tax issues as they affect the client’s situation and ensuring that the clients, and our partners are made aware, as appropriate.
  • Primary contact for all clients, partners, and new business prospects.
  • Allocates, monitors and reviews all tax returns prepared by Associate Tax Officers, Tax Administrators, and seasonal staff to ensure completeness and accuracy and to minimize risk.
  • Provides on-going guidance, motivation and tax technical coaching to the Associate Tax Officers, Tax Administrators, and seasonal staff.
  • Provides constructive performance feedback for Associate Tax Officers, Tax Administrators, and seasonal staff.
  • Performs key tax preparation functions by preparing the most complex tax returns.
  • Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of his/her respective areas, while 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 environmnent and contributes to an inclusive work environment.

Desired Skills, Experience and Education

  • Previous employment within a tax unit servicing individuals, trusts, and corporations
  • Post-secondary degree or diploma
  • May be working towards an accounting designation
  • Has completed the STEP or CSI Taxation Courses and keeps up-to-date with respect to legislative changes, particularly the frequent changes to the taxation of individuals, estates, trusts, corporations, and registered charities
  • Excellent computer skills are required, particularly in the use of tax preparation programs and MS Office, SalesForce and the Broadridge Trust System

Other Information

  • Work in a standard office-based environment; non-standard hours are a common occurrence. Limited travel domestically.

Location(s): Canada : Quebec : Montreal

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. network