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TD Wealth Management Operations is the operation engine for TD Wealth Management. Wealth Management Operations supports all TD Waterhouse distribution channels, TD Mutual Funds, TD Asset Management, and TD Securities. The Wealth Tax and Government reporting department is responsible for allocating, preparing and issuing tax slips according to the tax eligibility of the instrument and the government requirements. The Tax department is also responsible for ensuring that all CRA and IRS guidelines are adhered to. When not in tax season, the department is responsible for the project development and management for the upcoming tax season.
The Team Manager is responsible for the oversight of 7 team members (with added agency staff for tax season) who specialize in Canadian tax reporting Daily reconciliation of applicable tax accounts Perform monthly, quarterly and annual health check reports to assist in the accuracy of annual reporting; extensive tax knowledge is essential to validate calculation samplings Perform annual user acceptance testing (UAT) prior to production Liaison with the business' to coordinate business specific tax requirements for customers Liaison with respective vendors throughout the year to test and produce tax documents Accountable to ensure all regulatory filings are completed and mailed prior to the prescribed mail dates Identify process improvements or regulatory changes and prepare a project request document if required and work with the project manager to ensure project objectives, timelines and budget are being met Ensure any inquiry is managed within the prescribed timelines and follow the escalation protocol if required Coaching and development, coordination of comprehensive cross training activities, oversight of the Service Level Agreements (SLA's), compliance and ensuring high levels of service delivery are provided to partners and clients, including ciCEI results by ensuring all Ticketing, PISO inquiries and telephone calls are being responded to within prescribed timelines Continuous review of policies and procedures to ensure risks are identified and mitigated with appropriate, documented controls that ensure compliance with regulatory and audit requirements Promote and support a work environment that encourages productivity, innovation, teamwork, and a high level of professionalism in a time sensitive and deadline based environment Where requested, provide input on complex Corporate Action payments, Income and Mutual Fund transactions to ensure accurate tax reporting Represent TD Wealth at Canadian industry tax meetings
Experience in Canadian investor taxation is an asset People management experience is an asset Strong time management and organizational skills to manage multiple deadlines and priorities within a highly demanding environment Strong analytical skills with attention to detail Ability to interpret and apply tax regulations to reporting and remitting The ability to delegate and follow up for timely responses/resolutions Escalate issues upon discovery detailing the issue along with recommendations An established track record of providing exceptional customer service Flexibility to adapt to changing requirements during tax season
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.