Senior Wealth Operations Officer, Tax Reconciliations

TD Bank

Toronto, Ontario, Canada
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Reconciliation of financial transactions
Data verification and analysis
Discrepancy investigation and resolution
As a Tax Reconciliation Officer in Wealth Operations, your primary responsibility is to ensure accurate and timely reconciliation of financial transactions and records related to various CRA/MRQ/IRS tax reporting accounts

Job Summary

  • As a Tax Reconciliation Officer in Wealth Operations, your primary responsibility is to ensure accurate and timely reconciliation of financial transactions and records related to various CRA/MRQ/IRS tax reporting accounts.
  • You will play a crucial role in identifying and resolving discrepancies, verifying data integrity, and supporting the overall operational efficiency of wealth management operations.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

As a Tax Reconciliation Officer in Wealth Operations, your primary responsibility is to ensure accurate and timely reconciliation of financial transactions and records related to various CRA/MRQ/IRS tax reporting accounts.

Salary

Base: $52,700 - $74,400 CAD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • reconciliation of financial transactions
  • data verification and analysis
  • discrepancy investigation and resolution
  • exception handling and escalation
  • preparation of reconciliation reports

Nice-to-have

  • enhancing productivity and managing risk
  • streamlining reconciliation procedures
  • fostering deeper relationships
  • reimagining what banking can be

Key Requirements

  • Bachelor's degree in finance, accounting, or related field
  • Prior experience in wealth management operations
  • Proficiency in Excel and financial systems

Work Rights

Not specified

Tailored Resume

Cover Letter