Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
Governance & Control

Pay Details:
$76,800 - $115,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

The Wealth Governance and Control team is the protector of our businesses guided by the Three Lines of Defense Risk Framework: Risk Ownership, Risk Oversight, and Internal Audit. Our overall goal is to oversee the compliance of business risk, controls and oversight activities.

The Tax Advisory & Oversight team is responsible for identifying, assessing and communicating relevant tax-related regulatory changes and providing oversight of tax-related regulatory requirements, identifying & assessing risks.

Job Description

The primary purpose of the Senior Analyst, Tax Advisory & Oversight is to provide specialized governance and control guidance and support for the business and functional areas, and to support implementation of policies, processes and/or initiatives to meet business governance and control objectives. The Senior Analyst provides complex reporting, analysis, testing and assessments. The Senior Analyst is a tax subject matter expert.

The successful candidate will:

• Ensure programs / policies / practices are well managed, meet business needs / priorities and comply with regulatory requirement
• Protect the interests of the organization - identify and manage risks and escalate non-standard, high risk transactions / activities as appropriate
• Maintain a culture of risk management and control in alignment with risk appetite
• Execute monitoring activities to identify key issues and trends that could lead to non-compliance with relevant regulatory requirements, and/or identify risks/gaps in processes
• Develop robust monitoring plans and test steps
• Prepare and present monitoring progress and results to management and business partners
• Assist in the development and preparation of reports to communicate results of monitoring activities
• Provide tax subject matter expertise to projects / initiatives, and participate in identifying, designing and testing solutions and supporting implementation activities
• Support a culture of risk management by identifying opportunities to strengthen and improve processes and controls

Key Accountabilities:

• Coordinate with and conduct reviews of Wealth functions that impact tax reporting in accordance with standard audit methodology ensuring completion within prescribed time and scope parameters
• Develop/contribute to the review planning process by developing, updating and executing related review programs in accordance with established standards
• Prepare and present review results, findings and recommendations to Tax and Operations management as appropriate
• Develop a good understanding of current business activities and related tax reporting risk and use this understanding in the development of review programs
• Provide guidance to Wealth areas on initiatives resulting from reviews tax reporting related matters and impact. Represent Wealth Tax & Government Reporting as the Oversight Specialist at meetings within Wealth as appropriate
• Prioritize and manage own workload to meet SLA requirements for service and productivity
• Ensure Oversight related programs/policies/practices are well managed, meet business needs, and align with business priorities
• Protect the interests of the organization - identify and manage tax reporting related risks, and ensure the prompt and thorough resolution of escalated non-standard, high risk issues
• Keep others informed and up-to-date about ongoing projects
• Ability to execute on ad hoc, complex/ non-standard requests and conduct advanced analysis as required. Provide advanced analysis to support business partners, functional areas or centres of expertise
• Research and investigate a range of operational / reporting / process issues related to tax reporting
• Recommend solutions related to issues that impact tax reporting and tax regulatory compliance

Job Requirements

• Minimum 5+ years relevant experience
• Undergraduate degree preferred
• Audit, Compliance, G&C, GAML or Risk related experience an asset
• Accounting or tax designation an asset
• Subject matter expert in tax regulatory and Canadian / QI tax reporting requirements
• Expert knowledge of areas in Wealth Operations which impact tax reporting including Income Processing, Corporate Actions, and Client Documentation
• Understanding of audit methodology
• Ability to employ complex analytical tools to perform data analysis
• Meticulous attention to detail, exceptional organizational skills, and quality assurance mindset
• Hands-on experience in substantive testing, advanced Excel proficiency, and coding skills in SQL, VBA, and / or Python
• Experience BI Tools such as Tableau, Alteryx, Power BI, and Databricks is beneficial
• Effective time management and organizational skills to manage multiple deadlines and priorities within a highly demanding environment as well as flexibility to adapt to changing priorities
• Independent thinking with exceptional analytical skills and strong business acumen
• Self-driven with ability to work effectively both independently and within a close team environment

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):
Sans Objet