We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Experience:

Entry-level

Education Required:
  • College diploma or relevant work experience
Salary Range:

Not Specified

Position description

How will you create impact?

You are able to build and maintain positive relationships with internal and external customers. You are motivated to ‘Think Big’ and to express your ideas. You can manage high volumes of cases with aggressive turnaround times and service level agreements, by balancing new and existing cases and shifting priorities. You are solution focused with the ability to demonstrate the ability to make sounds decisions, apply analytic/systemic reasoning to positively impact results and the customer experience.

Responsibilities

  • Review and process received transactions accurately and in a timely manner. This includes but not limited to federal/provincial remittances, reports, ACB and transactional tax quotes, and general taxation inquiries including any related year-end tax slips.
  • Provide support during year-end production of tax slips.
  • Provide excellent service to internal and external clients, whether emails, phone calls or correspondence. Respond to inquiries received from internal and external clients, after appropriate research and analysis. To do this, find the best way to solve the problem and accurately process the necessary operations.
  • Required to meet daily service level agreements and high accuracy results.
  • Collaborates with teams located in various offices to achieve dynamic volumes and meet service standards.
  • Demonstrates a positive attitude in finding solutions to problems.
  • Contribute to the optimization of service efficiency by suggesting process improvements.
  • Collaborates effectively with the other departments within Policy Services

What motivates you?

  • You obsess about customers, listen, engage and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.

Competencies:

  • Consistently meet or exceed productivity, quality and service standard objectives.
  • Multi-task and prioritize on a daily basis to maintain workload and to address urgent/rush cases.
  • The versatility to do many different types of work within the business area.
  • Consistent demonstration of flexibility and adaptability in a rapidly changing environment.
  • Confidently communicate (written or phone) with internal, external clients, sponsors, agents and brokers in a courteous and professional manner
  • Routinely demonstrate ownership and accountability of all re‐quests in a proactive rather than reactive manner.
Required skills / Experience

What we are looking for

  • Bilingualism (French and English) is an asset
  • Any knowledge of insurance products is an asset
  • Any knowledge in navigating Mainframe systems is an asset
  • Proficient in Excel, with an ability to learn new software/system applications quickly
  • College diploma or relevant work experience
  • Ability to work independently, with minimal direct supervision
  • Demonstrated decision-making skills
  • Entrepreneurship, initiative and attention to detail
  • Strong interpersonal skills and verbal and written communication skills
  • Ability to work in a fast-paced environment
  • Ability to respond positively and constructively to challenges and opportunities
  • Organizational skills and ability to multitask
  • Excellent customer service skills
  • Resilience and sense of adaptation
  • Solid problem solving and decision-making skills
  • Self-starter with excellent initiative and attention to detail
  • Successful experience in working in a fast-paced environment
  • Consistently responds to challenges and opportunities in a positive and productive manner

What can we offer you?

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.

Our commitment to you

  • Values-first culture
    We lead with our Values every day and bring them to life together.
  • Boundless opportunity
    We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation
    We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion
    We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship
    We build a business that benefits all partners and has a positive social and environmental impact.
Tax Specialist
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How to Apply

Please apply online by the link below.