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Assistant Manager, GWO Tax Reporting

Scotiabank

Toronto, ON

Assistant Manager, GWO Tax Reporting

Scotiabank

Toronto, ON
Salary: Information not available

Job description

                                                                                                               

 

 

Requisition ID: 273264 
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 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.
  • As a Tax Reporting Assistant Manager, 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 environment.

 

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 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:

  • 3 or more years of experience in tax reporting / filing process
  • Working knowledge of taxability with respect 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 Taxation or Accounting Preferred (3-year program)
  • Tax related courses, certifications or industry designation
  • Strong reconciliation and analytical skills

 

Working Conditions

  • Work in a Hybrid environment; non-standard hours are a common occurrence.
  • Thrive in a fast-paced environment and can manage completing priorities effectively.
  • Critical deadlines must be met to avoid potential penalties on meeting CRA and IRS deadlines

 

What’s in it for you?

  • Opportunity to engage with various GBM business groups on KYC/AML topics and client outreach activities
  • Opportunity to enhance knowledge of GBM’s global product offering, business lines and functional processes, as well as gain exposure to the overall bank
  • Opportunity to build strong strategic relationships across broad partner and stakeholder groups within GBM globally and across the bank
  • Be a key member of a dynamic and engaged team with strong leadership and focused personal and career development support
  • A rewarding career path with diverse opportunities for professional development
  • An organization committed to making a difference in our communities – for you and our customers.
  • A competitive rewards program including bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day.
  • Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
  • Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.

 

Location(s):  Canada : Ontario : Toronto 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. 

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.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

We are committed to hiring military and Veteran spouses and encourage you to identify your connection with the MSEN when reaching out to us or applying to any of our open roles.

 

Have questions or want to learn more about us? We would love to hear from you!

 

rochelle.mendonca@scotiabank.com

 

Whenever possible, reach out to a named contact rather than a general inbox  - it helps ensure a quicker, more personalized response. If you hit a bounce-back, let us know at

employment.Emploi@cfmws.com

About Scotiabank

The Scotiabank Veterans Network (SVN) is committed to supporting veterans, reservists, and military spouses by recognizing and valuing their unique skills and experiences. As a military-friendly employer, Scotiabank actively promotes the integration of veterans into civilian careers by offering a wide range of employment opportunities across the Bank.  SVN plays a key role in this effort, leading initiatives such as a mentorship program designed to support both current and transitioning veterans.

The team was instrumental in driving recent enhancements to Scotiabank’s reservist leave policy and organized the inaugural Valour and Vision Expo in Q4 2024, where industry leaders pledged to support veterans entering the civilian workforce.  In February 2025, Scotiabank proudly served as the lead Banking Sponsor of the Invictus Games, an international multi-sport event that aids in the rehabilitation of wounded, injured, and ill service members—both active and retired.

Additionally, SVN hosts a variety of events throughout the year, including leadership symposiums and annual Remembrance Day ceremonies, to honor and support the military community.

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