Tax Coordinator

Tax Coordinator

The Opportunity

To lead the co-ordination and deployment of the tax compliance function within the Enterprise tax team. This role demonstrates a high standard of excellence, enjoys challenges, makes decisions that impacts talent deployment and the execution of team objectives. The role requires a results-driven approach. The incumbent must be highly motivated and demonstrate the ability to use their own initiative and manage time effectively.

Who you’ll work with

The Tax Coordinator will support the enterprise tax team and will report directly to the Senior Associate, Taxation. The role will also involve collaboration with other staff within Corporate Affairs, as well as frequent communication with other departments, including Investments, Risk, IT, Finance and People and Culture. The role will also require significant interaction with third party stakeholders.

What you’ll do

Tax compliance coordination and preparation:

• Prepare first draft of tax and information returns which are filed in house.

• Prepare first draft of W8/W9/FATCA/CRS forms requested by all finance/legal/operations teams and underlying portfolio companies as well as third party requestors (i.e., financial institutions, etc.)

• Maintain tax compliance calendar and ensure worldwide tax compliance filings/payment obligations are completed by the deadline.

• Process tax payment obligations for payment through the FSM reporting tool.

• Assist with data collection of information provided to third party advisors for the preparation of tax returns prepared externally.

• Reconcile the invoices from external advisors against the Engagement Letters to ensure no discrepancies in the invoice billed.

Tax mail gathering, review, organization and responding to tax authority requests:

• Review all mail that comes to the tax department and catalogue via jurisdiction and risk level of request.

• Notify appropriate tax team member of pending responses to tax authority notices

• Assist in preparing draft responses to tax authority information requests/audits

• Track mail received by the tax department and assist in developing/deploying an automated mail tracking tool

• Assist in corresponding with the tax authority (via phone, email or letter) regarding enquiries on notices and refund checks

Coordinate engagement of tax advisors:

• Works with various accounting/advisory firms to coordinate engagement letters and review terms, fees, and scope of work prior to sending for approval.

• Reviews invoices from third party accounting/advisory firms to ensure fees are in line with executed engagement letters and process for payment.

Monthly Management Presentation:

• Track statistics and data to update the monthly dashboard presentation to the Head of Tax/Senior Executives.

• Aggregate information from the tax team and summarize the status of different projects the team is working on as part of monthly reporting.

• Review documents to ensure accuracy and clarity of content; tailor messaging, depending on the target audience and ensure consistency of layout and format.

• Manage the dissemination of materials to the appropriate recipients.

Other Responsibilities:

• Facilitate and work with the Director/senior manager to support the team’s annual budget and cost allocation process.

• Act as main alternate point of contact for staff members who are out of the office and unavailable by screening and apply judgement as to where to route inquiries, as appropriate.

• Participate in ongoing or ad-hoc projects/initiatives as business requirements evolve.

• The role will provide frequent reports and updates to and the senior associate/manager of the enterprise tax team to keep them apprised of current workload demands, project and initiative progress and any major changes occurring regarding planning and execution of various projects within the enterprise tax group.

• The role will be responsible for preparing the tax department’s annual budget for review by the Director/Managing Director.

• The role will involve ensuring adherence to monitoring worldwide tax compliance, tax remittance obligations, and various tax filing/payment deadlines, which will involve diary management and prioritization of competing engagements.

• Draft CRS/FATCA reporting forms and review relevant legislation to assist with preparation of first draft.

• Itinerary and diary management based on tax deliverable requirements and project objectives.

• Generation of monthly reporting to tax leadership, deciding on the appropriateness and accuracy of the reportable items to include within the reports.

• Other related duties as assigned.

What you’ll need

• 5 + years providing coordination and administrative support; financial services and accounting experience is an asset as this role requires numerical literacy.

• Post-secondary degree would be an asset.

• Strong excel skills, experience with Macros would be an asset

• Coordination activities of multiple stakeholders and varied objectives.

• Effective communicator through various mediums (e-mail, letters, phone and in-person), with experience reporting to senior tax team personnel.

• Excellent working knowledge of Microsoft Office products and strong computer literacy.

• Excellent written, verbal, and interpersonal communication skills; detail oriented.

• Ability to quickly grasp new concepts and work in a high-performance culture, under pressure and with time sensitive deadlines.

• Demonstrable ability to support a team’s success with creative contributions, analysis, and advanced organizational skills.

• Professional work ethic, positive attitude, and proactive mindset.

• Experienced in managing senior relationships across the industry.

• High self-motivation with a desire to learn and ability to balance competing priorities and manage work/projects independently.

• High commitment to being a team player, with strong interpersonal and relationship building skills.

#LI-OTPP, #LI-ER1, #LI-Hybrid

What we’re offering

• Pay-for-performance environment that offers competitive salary and incentive

• Numerous opportunities for professional growth and development

• Comprehensive employer paid benefits coverage

• Retirement income through a defined benefit pension plan

• The opportunity to invest back into the fund through our Deferred Incentive Program

• A flexible/hybrid work environment combining in office collaboration and remote working

• Competitive time off

• Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year

• Employee discount programs including Edvantage and Perkopolis

At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.

How to apply

Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.

Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.

Candidates must be legally entitled to work in the country where this role is located.

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