WHO WE AREAnchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BCs most respected investment firms.We are honoured to be nationally recognized as one of Canadas Best Managed Companies and one of Canadas Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.CULTURE AND VALUESGuided by a set of timeless core values Clients First, People, Accountability, Independence, Integrity and Community we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.PEOPLEWe have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers all with diverse backgrounds and experiences to share from around the globe. You will work with really interesting people and make great friends, too.COMMUNITYWe are serious about supporting the communities where we live and work. A recipient of a Canadas Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.PROFESSIONAL DEVELOPMENTContinuous learning matters. We are committed to providing career-long support for learning and growth.THE OPPORTUNITYWe have an opportunity for a Team Lead, Tax Reporting to join our award-winning firm in the Vancouver office.WHAT YOULL DOWe are seeking an experienced subject-matter expert with strong knowledge of tax reporting and client account processing. Reporting to the Supervisor, Tax Reporting, the ideal candidate is committed to client service excellence, detail-oriented and driven to provide exemplary support to advisory groups in a fast-paced environment. This role requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory environment.RESPONSIBILITIESProvide expert advice in processes and best practices related to tax reporting to team members, Advisors and their advisory support teams Ensure deadlines are met with CRA and IRS tax remittances and assist in issuance of tax receipts during tax seasonConduct accurate reconciliations of tax reporting on income, reorganizations, and manual adjustmentsInvestigate discrepancies from reconciliations and make necessary adjustmentsDeliver client service excellence by responding to inquiries accurately and timelyServe as the first point of contact for escalation of any urgent issuesPartner with Compliance, New Accounts and Financial Services departments to remain current on new developments in tax reporting, anticipate impact to existing processes and execute changes as requiredCommunicate department initiatives, changes, and updates to team membersReview and audit client account applications and information, in accordance with rules and regulations related to QI, FATCA and CRSEnsure standard operating procedures are followed and service-level agreements are met Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processesParticipate in cross-functional department reporting, audit, and review projectsMaintain up-to-date knowledge of taxation industry by participating in relevant meetings and seminarsEngage in ongoing learning and professional development to increase knowledge as a subject-matter expertCOMPETENCIESAnalysis Assess quantitative and qualitative data, information, or situations to understand the most important details, identify patterns or meaning, and translate it into useful recommendations, decisions, or actionsCoordination Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelinesCustomer Service Determine needs, capture relevant information, apply internal policy or regulation, and escalate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issuesOperational Policy and Procedures Apply knowledge of the firms procedures and processes to execute work to a high standard of consistency, efficiency, compliance, and safetyProject Management Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlinesRegulatory Knowledge Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firmSystems and Application Proficiency Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficientlyKNOWLEDGE AND EXPERIENCE2+ years of investment industry experience, with extensive knowledge of tax reporting processesPeople leadership experience is a strong assetSelf-starter and continuous learner with the capacity to work independentlyDemonstrated flexibility and willingness to assist others Critical thinker and skillful decision maker, adaptable in a changing regulatory environmentExcellent organizational skills, able to prioritize important and time-sensitive tasksAbility to work efficiently and accurately in a fast-paced, dynamic environment, with a sharp eye for detailStrong verbal and written communication and presentation skillsExperience with the Broadridge Dataphile platform requiredProficiency in Microsoft 365 (Outlook, Word, Excel and PowerPoint)WHAT WE OFFERA culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each others contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary of $60,000 65,000/year, plus the potential for bonuses.Our team is growing, and weve got room for one more if youre interested. If this sounds like the environment youd like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume to by July 25, 2025.Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match whats needed to be successful in this role.
Job Title
Team Lead, Tax Reporting