Tax Coordinator

The Tax Coordinator provides co-ordination and administrative support to the Enterprise tax team's global tax compliance program. This role focuses on execution, tracking, documentation, and stakeholder coordination to support timely and accurate tax filings, payments, and reporting across multiple jurisdictions.

Working within established processes and under the direction of senior team members, the tax Coordinator helps ensure that compliance activities are well organized, deadlines are monitored, and information flows smoothly between internal teams and external advisors. This role is suited to someone who is detail-oriented, highly organized, and comfortable supporting complex, deadline-driven processes in a global enterprise environment.

The Tax Coordinator supports the Enterprise Tax team and reports to the Manager, Taxation. Day-to-day, the role works closely with members of the Enterprise Tax team, providing coordination and administrative support across ongoing compliance activities.

The role also involves regular interaction with colleagues across the broader OTPP Global Tax team and periodic coordination with Investments, Risk, IT, Finance and People &Culture. In addition, the Tax Coordinator liaises with third-party advisors, financial institutions, and tax authorities to support information gathering, follow-ups, and document exchange.

Tax compliance coordination:

• Support the preparation of first drafts of in-house tax and information returns using standard templates, checklists, and instructions, under the direction of senior team members.

• Prepare first draft of W8/W9/FATCA/CRS forms based on provided information and established guidance.

• Maintain the global tax compliance calendar and trackers; monitor deadlines and follow up with internal stakeholders and advisors to support on-time filings and payments.

• Initiate and track tax payment obligations through the FSM reporting tool including gathering and organizing supporting documentation.

• Collect, organize, and validate information required by third-party advisors preparing externally filed returns.

• Maintain complete and accurate records to support auditability, internal controls, and reporting requirements.

Tax mail gathering, review, organization and responding to tax authority requests:

• Review incoming tax mail and log items by jurisdiction, type, and urgency using established tracking tools.

• Notify appropriate tax team member of response requirements and track due dates.

• Assist with preparing draft responses to tax authority enquiries, information requests and audits, based on instructions from senior team members.

• Coordinate follow-ups with tax authorities regarding notices, assessments, enquiries, and refund checks.

• Escalate complex, sensitive, or time-critical matters promptly to senior team members.

• Third-party advisor administration: Coordinate engagement documentation with accounting and advisory firms, including tracking scope, fees, and key terms prior to approval.

• Maintain engagement records and trackers for third-party advisors.

• Review advisor invoices against executed engagement letters and flag discrepancies for review.

• Process approved invoices for payment in accordance with internal procedures.

Team operations:

• Support annual budget and cost allocation activities by tracking expenditures, consolidating inputs, and maintaining documentation.

• Provide support to team members by screening, routing, and tracking incoming requests and correspondence.

• Coordinate meetings, calendars, and logistics aligned to tax deliverables and compliance milestones.

• Prepare regular status updates, ensure dashboard, tracking tools are updated on workload, upcoming deadlines, and progress against key deliverables for the Tax Department.

• Perform basic research (e.g., reviewing form instructions or published guidance) to support preparation of first drafts and data compilation.

• Support ad-hoc initiatives and perform other related duties as assigned.

• 2 to 5 years' experience in a coordinator, administrator, or project support roles; experience in financial services, accounting or professional services environment  is an asset.

• Post-secondary degree or diploma is an asset.

• Strong excel skills (e.g. Pivot tables, lookups);  experience with Macros is an asset

• Strong organizational skills and attention to detail, with the ability to maintain accurate trackers and documentation.

• Proficiency in Microsoft Office and general comfort working with enterprise systems and document management tools. Excellent written and verbal communication skills; comfortable interacting with internal stakeholders and external parties.

• Demonstrable ability to manage multiple tasks, follow established processes, and meet time-sensitive deadlines

• Professional judgement and discretion when handling confidential information.

• Collaborative, service-oriented approach and willingness to learn within a structured, high-performance environment.

• No prior technical tax expertise required; training, templates, and guidance will be provided.

Pay-for-performance with base salary and annual incentive based on individual and enterprise performance.

The base salary range for this level is $85,000 - $135,000.

Individual compensation and placement of this role in the range is based on different factors unique to each candidate, including but not limited to relevant experience, skills, demonstrated competencies, and internal equity as they relate to the role.

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What we're offering

• Numerous opportunities for professional growth and development

• Comprehensive employer paid benefits coverage

• Retirement income through a defined benefit pension plan

• The opportunity to invest back into the fund through our Deferred Incentive Program

• A flexible work environment combining in office collaboration and remote working

• Competitive time off

• Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year

• Employee discount programs including Edvantage and Perkopolis

At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring.  We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves.  To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.

How to apply

Are you ready to pursue new challenges and take your career to the next level? Apply today You may be invited to complete a pre-recorded digital interview as part of your application.

Accommodations are available upon request ) for candidates with a disability taking part in the recruitment process and once hired.

Candidates must be legally entitled to work in the country where this role is located.

Ontario Teachers' may use AI-based tools to assist in screening and assessing applicants for this position. These tools may help us identify candidates whose skills and experience align with Ontario Teachers' objectives by analyzing information provided in resumes and applications. Our use of AI does not replace human decision-making.

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