Administrator, EPS Tax Operations (contract)
City : Toronto - 100 Adelaide St W
Category : Full time
Industry : Technology & Financial Services
Employer : TMX Group
Venture outside the ordinary - TMX Careers
The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.
Ready to be part of the action?
Reporting to the Manager, EPS, the Administrator, EPS will be responsible for providing general administrative support to the EPS team during the tax season. The incumbent will be responsible for basic administrative tasks including extracting and balancing tax forms, ensuring forms are loaded in the mainframe system, and will also assist in performing monthly reconciliation and tax remittances, as required.
Provide general administrative support to the EPS team during the tax season. The Administrator, EPS Operations will be responsible for basic administrative tasks including extracting and balancing tax forms, ensuring forms are loaded in the mainframe system, and will also assist in performing monthly reconciliation and tax remittances, as required.
Key Accountabilities
Generate Canadian and US tax slips from mainframe system (ESPP / SOARS).
Generate annual reports from the mainframe system.
Responsible for analyzing and reconciling tax slip extracts vs system balance on annual reports vs tax remittances to CRA/IRS using excel pivot tables and vlookup.
Post reconciliation, coordinate with IT on uploading tax extract to mainframe system (Link4).
Post upload, verify error reports (Solimar reports) and escalate any issues to the Supervisor, EPS Operations. Perform any data correction, as required.
Coordinating printing of tax slips with vendor. Prior to printing, perform sample audit of tax slips.
Participate in tax planning meetings.
Co-ordinate the production of manual tax forms.
Provide management reporting, as required.
Process routine and non-routine (high risk) account maintenance, including demographic updates, blackout restrictions, vest schedule changes, participant groupings, etc.
Perform research to resolve queries, take instructions for material requests and replacement of missing cheques.
Ensure compliance with policies, procedures and regulatory requirements.
Other duties and responsibilities as assigned
Must Have (s):
A minimum of 1 - 2 years’ experience in a similar role
Strong proficiency with Google Suite, MS Office Suite and other desktop applications. Intermediate knowledge of Microsoft Excel (vlookup and pivot table), required
Willingness and ability to adapt to changes and responsibilities
Must have a flexible schedule to work overtime as required
Ability to multi-task and meet quick turnaround times
Attention to detail with a high level of accuracy
Ability to analyze, problem solve and work independently
Ability to organize and prioritize tasks and effectively communicate with peers and all levels of the company
Strong organizational, interpersonal and communication skills
Communication: Excellent written, verbal and listening skills
Adaptable: Flexibility and willingness to work simultaneously on a wide range of tasks and projects and ability to prioritize
Client Service Orientation: develops and maintains strong relationships with internal and external clients. Proven ability to understand clients’ needs and develop the appropriate solutions
Confidentiality: Show discretion and ability to handle confidential issues
Decision & Problem Solving: Strong decision making and problem solving skills
Independent worker: High level of self-motivation and at ease working independently when necessary
Interpersonal skills: Pleasant, diplomatic manner and disposition in interacting with senior management, co-workers and the general public
Organization & Detail Oriented: Strong organizational skills and attention to detail
Teamwork: Works well in a team environment, actively contributes to the success of the group
Working under pressure: Poised, works well under pressure and accomplishing short- and long-term deadlines with a heavy workload
Nice Have:
Understanding of SOARS/ESPP and Link4 mainframe applications, an asset
Financial services industry experience an asset
In the market for…
Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success.
Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.
Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy.
Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived!
Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.
Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX ? Apply now.
TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it.