Join one of TEKsystems Big Five banking clients as a Tax Administrator supporting Wealth Operations.
Position Details
Workplace Type: In-Office, five days per week (Office in downtown Toronto)
Location: Toronto, Ontario
Contract Duration: 5 months
Employment Type: Contract, with potential for extension or conversion to a permanent position
Expected Start Date: January 4, 2027
Pay Rate: $22 to $23 per hour
Position Overview
One of TEKsystems Big Five banking clients is seeking a detail-oriented Tax Administrator to support its Wealth Operations team during a busy peak season.
The Tax Administrator will research and resolve tax and custodial inquiries, support accurate tax reporting, and collaborate with internal partners to meet established service-level expectations. This position involves detailed operational work, financial and tax analysis, and issue resolution in a structured, high-volume environment.
Key Responsibilities
- Research, investigate, and take ownership of Tax and Custodial Operations inquiries received through written and phone channels, ensuring accurate and timely resolution within established Service Level Agreements.
- Provide clear and accurate guidance to internal partners regarding requirements, procedures, transaction status, tax reporting, operational processes, and deadlines.
- Coordinate with operational teams and subject-matter experts to resolve complex or non-routine inquiries.
- Keep internal partners informed when additional research, information, or escalation is required.
- Support tax reporting activities across multiple lines of business, including tax slip generation, CRA filing support, tax-related calculations, and financial information requests.
- Use Microsoft Excel tools, including VLOOKUPs and PivotTables, to analyze data and validate financial, tax, and operational information.
- Assist with closing accounts and support tax-planning activities within Wealth Operations when required.
- Prioritize and manage workloads in response to changing business priorities, transaction volumes, service requirements, and deadlines.
- Identify recurring inquiry themes, operational risks, and control concerns.
- Recommend opportunities to reduce repeat inquiries and improve the experience for internal partners and clients.
- Support the development, testing, and implementation of procedures, job aids, controls, systems, and process improvements.
- Apply strong research, analytical, and problem-solving skills to investigate issues and determine appropriate resolutions.
- Exercise sound judgment while working independently and recognize when additional expertise or escalation is necessary.
- Collaborate with colleagues, internal partners, operational teams, and subject-matter experts to maintain effective communication and information flow.
Required Qualifications
- One to two years of banking experience, or recent graduation from a finance or accounting program.
- An undergraduate degree, college diploma, or an equivalent combination of education and relevant professional experience.
- Strong attention to detail and a high degree of accuracy.
- Proficiency with Microsoft Excel, including VLOOKUPs and PivotTables.
- Strong research, analytical, and problem-solving abilities.
- Ability to investigate issues thoroughly and take ownership of inquiries through resolution.
- Strong verbal and written communication skills.
- Ability to explain detailed or technical information clearly and concisely.
- Strong organizational and time-management skills.
- Ability to manage competing priorities in a high-volume, time-sensitive environment.
- Strong relationship-management and collaboration skills.
- Ability to work independently, exercise sound judgment, and determine when escalation is required.
- Ability to identify recurring issues, operational risks, and opportunities for process improvement.
Preferred Qualifications
- Three or more years of relevant operations or financial-services experience.
- Experience or knowledge within Wealth Operations, tax operations, custodial operations, securities operations, or a related financial-services function.
- Knowledge of the taxability of investment and wealth products.
- Understanding of T3 and T5 tax slips and related reporting requirements.
- Knowledge of Canadian tax regulations and their application to wealth and investment products.
- Experience with back-office processes supporting registered plans, estates, custodial services, mutual funds, or tax reporting.
- Experience supporting tax-planning activities or account closures.
- Familiarity with operational systems such as WCM, PISO, Broadridge, SMS, Funds360, RPM, or CIF.
- Experience developing, testing, or implementing procedures, job aids, controls, or system and process changes.
- Comfort working in a structured, service-oriented operations or call-centre-style environment.
Work Environment
This position is fully on-site in Toronto, Ontario, five days per week. The successful candidate will work in a structured, high-volume Wealth Operations environment with a strong focus on responsiveness, accuracy, service levels, and meeting deadlines.
Although the environment resembles a call centre, this is not primarily a phone-based position. Most interactions will take place through internal channels, with occasional phone conversations required to gather information from internal stakeholders.
The workload may fluctuate during peak tax and wealth seasons, requiring strong organization, attention to detail, and the ability to prioritize time-sensitive requests.
Business-professional attire is required. Dress shirts, dress pants, and similar professional clothing are expected. Casual items such as jeans and sweatshirts are not permitted.
Why Consider This Opportunity?
- Gain hands-on experience with one of TEKsystems Big Five banking clients.
- Develop specialized knowledge of tax, custodial, and Wealth Operations processes.
- Work with internal operational teams and subject-matter experts in a major financial-services environment.
- Build experience with tax reporting, financial analysis, operational controls, and process improvement.
- Opportunity for a contract extension or conversion to permanent employment based on business needs and performance.
Job Type & Location
This is a Contract position based out of Toronto, ON.
Pay And Benefits
The pay range for this position is $22.00 - $23.00/hr.
Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
Job Type & Location
This is a Contract position based out of Toronto, ON.
Workplace Type
This is a fully onsite position in Toronto,ON.
À propos de TEKsystems et TEKsystems Global Services
Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de lentreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises dAllegis Group. Découvrez dautres informations à TEKsystems.com.
Ordonnance sur légalité des chances de San Francisco: Conformément à lOrdonnance sur légalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels.
Utilisation de lintelligence artificielle (IA): Nous pouvons utiliser lintelligence artificielle (IA) pour soutenir certaines étapes de notre processus dembauche, notamment la recherche, la présélection et lévaluation des candidatures. LIA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.
About TEKsystems And TEKsystems Global Services
Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.
