Trusted by leading global banks and financial institutions of all sizes, TAO is a world leader of Structured Finance, ABCP Conduit, Warehouse Securitizations and Covered Bond SaaS solutions designed to empower the financial services industry with operational agility and robust capabilities.
For over a decade, TAO has worked with financial industry leaders globally to drive growth, save costs, and increase efficiency by leveraging cutting-edge technology, deep-rooted industry expertise, and exceptional customer service.

TAO Solutions Inc.

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systems-engineer

TAO Solutions Inc. is a Toronto-headquartered provider of AI-enabled SaaS and PaaS software and professional services for structured finance, securitization, ABCP conduits, covered bonds, mortgage and asset-backed lending. Their platforms automate end-to-end administration, regulatory reporting, ESG data management and trustee/asset-administration workflows for banks, institutional lenders, trustees and asset managers worldwide. TAO also provides outsourced asset management and administration services, implementation, hosting and ongoing support, and emphasizes security and compliance (SOC 2 Type II, ISO 27001).

Trusted by leading global banks and financial institutions of all sizes, TAO is a world leader of Structured Finance, ABCP Conduit, Warehouse Securitizations and Covered Bond SaaS solutions designed to empower the financial services industry with operational agility and robust capabilities.

For over a decade, TAO has worked with financial industry leaders globally to drive growth, save costs, and increase efficiency by leveraging cutting-edge technology, deep-rooted industry expertise, and exceptional customer service.

• Lead regular client status meetings, tracking open bugs, backlog items, enhancement requests and professional services opportunities.
• Analyze, document, and manage all client requests including: support items, bugs and performance issues, backlog enhancements, larger scoped features requiring Statements of Work (SOW)
• Act as Tier 1 support and primary point of contact for client stakeholders.
• Respond to support requests in accordance with contractual SLAs.
• For Severity 1 production issues, maintain continuous client communication and coordinate directly with Engineering and QA until resolution.
• Provide daily internal status updates during standups, including proactive tracking of all active Kanban/TFS items.
• Deliver client training during implementations or upon request.
• Coordinate with the Release Team on upcoming releases.
• Prepare and distribute release notes, including client deployment steps.
• Serve as the owner of assigned tickets (bugs, backlog items, enhancements).
• Create clear, detailed, and actionable tickets within approved tracking tools (TFS/Azure DevOps/DeskPro).
• Ensure all documentation is written to a standard that enables cross-team clarity and release readiness.
• Develop Functional Specifications for larger initiatives, including process documentation and workflows, data descriptions, and screen mockups.
• Continuously build expertise across product lines through documentation, internal SME sessions, and regulatory updates.
• Contribute to SDLC improvements and Agile best practices.
• Provide input into ongoing product roadmap initiatives.
• Lead full SDLC lifecycle for new implementations, including: requirements gathering, SOW development, project planning and tracking, coordination with Development for release alignment, release management, client training and post-go-live support.
• Apply a “Whatever It Takes” mindset to ensure successful launches and on-time delivery.
• Maintain a high standard of professionalism and customer satisfaction throughout implementation phases.
• Act as lead secondary tester for assigned work items and helpdesk owned tickets.
• Assist with broader testing efforts as needed.
• Lead release package validation including deployment verification, report validation, and regression testing.
• Identify opportunities to evolve the product while maximizing long-term value for the client.
• Collaborate with clients on change requests and additional value-add services (external systems integration, new module adoption, custom reporting, training, and more).

Business Systems Analyst – Intermediate

Business Systems Analyst at TAO Solutions engaged in client account management and product development support. Act as primary liaison ensuring customer satisfaction and product evolution.

technical-writer

• Plan, develop, organize, and write product documentation for both internal and external audiences
• Generate documentation for print and online platforms to support internal teams and clients, ensuring consistency and clarity
• Provide writing, editing, and documentation support to TAO team members and clients, leveraging AI-assisted tools to improve productivity and streamline processes
• Prepare charts, graphics, and screen captures to illustrate technical material and support written content
• Assist the TAO product development team with internal KPI metrics, using documentation to track and report key performance data
• Support TAO customer demonstrations, including creating marketing materials and utilizing TAO’s internal data analytics platform to enhance the customer experience
• Quickly learn and adapt to evolving customer use cases and adjust documentation and training materials accordingly to meet emerging needs
• Grasp new product enhancements and modules through ad-hoc training sessions and job shadowing, ensuring a holistic understanding of TAO products and customer interactions
• Create tutorial and key concept videos, including webinars for new product features and regular content updates
• Meet critical project deadlines, maintaining high quality and accuracy in documentation even under tight timeframes
• Other duties as assigned

Technical Writer, Intermediate

Technical Writer at TAO Solutions planning and developing product documentation. Collaborates with cross-functional teams using AI-assisted tools for effective documentation.

accountant

• The Intermediate Accountant is accountable for various aspects of the accounting close cycle with a focus in AP and Payroll, as well as assisting the team with other operational activities as necessary.
• The role will support across entities for US, Australian and Canadian bookkeeping and accounting activities.
• This role will be responsible for leading the implementation of an expense management tool with the ERP in order to improve internal controls and efficiency.
• Manage the full-cycle Accounts Payable process across multiple entities from invoice intake to approvals and payments
• Process supplier invoices in a timely manner while ensuring alignment with internal policies
• Coordinate and process employee expenses and credit card reconciliations
• Prepare and execute supplier payments via EFT, ACH, and wire transfers, ensuring compliance with vendor terms
• Reconcile aged payables and vendor statements
• Proactively resolve discrepancies and maintain positive vendor relationships
• Support tax compliance: preparing monthly sales tax filing and returns and other support as needed
• Process intercompany transactions in alignment with internal processes and policy
• Support overall AP process improvement initiatives to help elevate the internal and external experience for employees and vendors
• Support implementation of new expense software to enhance internal processes
• Process bi-weekly and monthly payroll for multiple entities and locations (Australia, US & Canada) in coordination with HR
• Prepare and record journal entries for payroll, employee benefits, and related accruals
• Reconcile clearing accounts and resolve discrepancies
• Assist with payroll-related reporting and compliance filings
• Support payroll process improvement initiatives
• Assist with other finance operations as needed
• Provide backup and coverage support for AR functions during peak periods and absences
• Contribute to improving internal documentation and accounting processes
• Other duties as assigned

Accountant, Intermediate

Intermediate Accountant responsible for AP and Payroll across US, Australian, and Canadian entities. Leading implementation of expense management tools to enhance accounting efficiency.

full-stack-engineer

• Learn and apply SQL Server and Visual Studio skills to develop and maintain stored procedures and reports
• Assist with query optimization and database performance improvements
• Support database administration tasks such as setup, configuration, and migrations under guidance from senior team members
• Gain experience with enterprise application development using modern technologies
• Translate functional specifications into basic technical designs with mentorship
• Write clean, reliable code that aligns with product requirements
• Participate in unit testing and work closely with QA to ensure successful integration testing
• Collaborate with experienced developers to grow your technical skills
• Contribute to project deadlines by delivering assigned tasks on time
• Provide support to internal staff and clients with oversight as needed
• Other duties as assigned.

Software Developer, SQL

Software Developer role utilizing SQL Server at TAO Solutions. Collaborate with teams to develop database solutions and support enterprise applications in a hybrid work model.

Trusted by leading global banks and financial institutions of all sizes, TAO is a world leader of Structured Finance, ABCP Conduit, Warehouse Securitizations and Covered Bond SaaS solutions designed to empower the financial services industry with operational agility and robust capabilities. For over a decade, TAO has worked with financial industry leaders globally to drive growth, save costs, and increase efficiency by leveraging cutting-edge technology, deep-rooted industry expertise, and exceptional customer service.

TAO Solutions Inc.

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4 jobs found

Business Systems Analyst – Intermediate

TAO Solutions Inc.

Technical Writer, Intermediate

TAO Solutions Inc.

Accountant, Intermediate

TAO Solutions Inc.

Software Developer, SQL

TAO Solutions Inc.