Senior Manager, Asset Management Planning and Performance

Found in: Jooble CA O C2 - 1 week ago

Toronto ON, Canada Questrade, Inc. Full time

Senior Manager, Tax Reporting & Cost Basis
Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.
At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. Hybrid and flexible work arrangements
Opportunities to contribute to community causes
We’re looking for our next Senior Manager, Tax Reporting & Cost Basis. The purpose of the Senior Manager, Tax Reporting is to manage and lead their team. They will oversee the y activities within their team and year-end tax reporting within the department, while ensuring minimum service levels are consistently achieved.
What’s it like working as Senior Manager, Tax Reporting & Cost Basis at Questrade?
Questrade Inc. has multiple client tax reporting obligations to various tax regulators, including the Canada Revenue Agency (CRA), Ministère du Revenu du Québec (MRQ) and the Internal Revenue Service (IRS). In addition, there are also regulatory obligations to obtain sufficient documentation from the client to identify their tax residency. Based on tax residency, withholding tax obligations must be met.
Manager, Tax Reporting works collaboratively within the management group to coordinate the activities of a group of Tax Reporting Analysts and the Tax Reporting Supervisor to successfully meet the business needs. They will lead and ensure projects related to tax reporting matters are completed on time and accurately.
In addition, the individual is expected to review processes and documentation that affects client tax reporting and cost basis, to ensure applicability, completeness and accuracy, with a continuous improvement mindset, keeping a positive client experience front and center.
Manage, lead and motivate the team
Provide strategic direction, oversight and guidance to Management and Supervisory staff
Provide mentorship, coaching and performance feedback
Enforcing systems, policies, procedures, and productivity standards
Provide strategic leadership on projects and ensure time and accurate completion
Be a role model for staff to deliver high quality service interactions to internal teams and clients and create a positive experience
Be the subject-matter expert in all aspects of tax compliance, including Canadian tax, Qualified Intermediaries (QI), Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) requirements, 871(m), 1446, or other withholding and reporting regimes
Oversee tax slip production & distribution to clients. Lead Canadian & US tax reporting planning and delivery cycle
Ensure all reporting is completed on or before regulatory deadlines
Oversee the reconciliations and tax payments to government revenue agencies
Maintain satisfactory internal and external Audit/Regulatory Reviews
Hold reviews post tax season for the past fiscal year, build in improvements where required
Manage cost basis administration
Conduct internal policy and procedure reviews and updates annually
Report on operational risk items and action plans
Stay current with regulatory environment governing tax responsibilities
Interface with tax authorities on all tax matters, and play a crucial role in ensuring that Questrade’s brand and reputation is protected by adhering to our compliance and risk framework
So are YOU our next Senior Manager, Tax Reporting & Cost Basis? 8+ years of experience in tax processing and reporting within the brokerage industry
Excellent knowledge of Canadian and/or US tax reporting and filing processes
Excellent writing, oral presentation and tax research skills
Detail oriented and excellent organizational and time management skills
Passionate about delivering quality customer service
University or post-graduate degree in related field (e.g. Knowledge of Broadridge BPS and TFP systems is an asset
Experience with book of records systems and back-office systems
Tax related courses or industry designations such as CPA or In-depth tax program is an asset
#At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

  • Senior Manager, Asset Management Planning and Performance

    Found in: Jooble CA O C2 - 1 week ago

    Ottawa, ON, Canada Zafin and Fasken Martineau DuMoulin LLP Full time

    What is the opportunity? Reporting to Senior Director, Global Marketing, the Senior Manager, Public Relations and Communications will be responsible for developing and implementing comprehensive communication strategies that enhance the organization's brand image, promote positive relationships with key stakeholders, including analysts and research firms...

  • Senior Manager, Asset Management Planning and Performance

    Found in: Jooble CA O C2 - 1 week ago

    Toronto, ON, Canada BDO Canada LLP Full time

    Senior Manager, Facilitation page is loaded Senior Manager, Facilitation Apply locations Toronto - Wellington St time type Full time posted on Posted 2 Days Ago job requisition id JR2384 Putting people first, every day   BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide...

  • Senior Vice President, Asset Management

    Found in: Jooble CA O C2 - 2 weeks ago

    Toronto, ON, Canada Society for College and University Planning Full time

    Vice-President, Finance and Administration York University York is proud of the unparalleled vibrant diversity of our student population, which mirrors that of the Greater Toronto Area and includes students from across Canada and around the world. We are a community of over 60,000 faculty, staff and students, and over 325,000 alumni worldwide, all...

  • Manager, Planning

    Found in: Jooble CA O C2 - 1 week ago

    Toronto, ON, Canada EightSix Network Inc Full time

    Are you a seasoned IT professional with a knack for leadership and a passion for cutting-edge technology? Our client is on the lookout for a dynamic Manager, Systems Infrastructure to spearhead our team of senior technical experts in an Agile environment. We're seeking someone with extensive Azure experience to manage both cloud-based and on-premise...

  • Senior Manager, Regulatory Compliance Management Office

    Found in: Jooble CA O C2 - 7 days ago

    Toronto, ON, Canada University of Toronto Asset Management Corporation Full time

    Include “Your Name – Senior Manager, Compliance” in the subject line. University of Toronto Asset Management (“UTAM”) is the investment manager of the University of Toronto’s endowment and short-term working capital assets. We are a high-performing and collaborative organization committed to bringing value to the university. We invest globally...

  • Manager, Portfolio Management

    Found in: Talent CA C2 - 1 week ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description The Manager will join the Portfolio Management team within the Infrastructure business group, reporting directly to the Vice President. The objective of the team is to partner effectively with our each of our portfolio companies and internal stakeholders to drive performance, generate value, and act as a trusted resource on asset...

  • Manager, Finance

    Found in: Talent CA C2 - 1 week ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description The Manager will be part of BN’s Global Treasury & Capital Markets team and will report into the Vice President, Treasury & Capital Markets. This role is a highly visible position that provides a solid foundation, and exposure for a progressive and dynamic career with a leading global investment firm. The Manager will actively...

  • Senior IT Manager Software Planning

    Found in: Jooble CA O C2 - 1 week ago

    Toronto, ON, Canada Medcan Health Management Inc. Full time

    Senior IT Applications Manager page is loaded Senior IT Applications Manager Apply locations Toronto time type Full time posted on Posted 4 Days Ago job requisition id MED01594 About Us : Medcan has a comprehensive range of diagnostic assessments, which, in combination with innovative programs tailored to specific needs, are designed to successfully...

  • Manager, Business Performance

    Found in: Jooble CA O C2 - 2 weeks ago

    Markham, ON, Canada Sienna Senior Living Full time

    We are Sienna Senior Living, a publicly traded company (TSX:SIA) and one of Canada’s leading owners and operators of seniors’ residences. We offer care, support, services and housing in Retirement and Long Term Care to seniors/residents and their families. And we truly believe it is a privilege to serve Canada’s seniors, ensuring they live fulfilling...

  • Senior Manager, Compliance and Legal

    Found in: Jooble CA O C2 - 7 days ago

    Toronto, ON, Canada University of Toronto Asset Management Corporation Full time

    To Apply Submit your resume and a cover letter explaining how your qualifications and experience make you a suitable candidate for this position to careers@utam.utoronto.ca. Include “Your Name – Senior Manager, Compliance” in the subject line. UTAM thanks all applicants but will only respond to candidates selected for an interview.  About UTAM ...

  • Senior Manager, Performance Management Operations

    Found in: Jooble CA O C2 - 5 days ago

    Toronto, ON, Canada Toronto Parking Authority Full time

    The Senior Manager, Bike Share Operations ensures efficient, effective, safe, and customer-centric day of operations in the Bike Share Toronto Program. The incumbent is responsible for the overall management and co-ordination of various functions within the bike share program and for managing key partner and vendor relationships. Their experience should...

  • Senior Director, Asset Management

    Found in: Jooble CA O C2 - 1 week ago

    Toronto, ON, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager, Application Development & Delivery page is loaded Senior Manager, Application Development & Delivery Apply locations Toronto, ON time type Full time posted on Posted 2 Days Ago job requisition id 2406330 We’re building a relationship-oriented bank for the modern world. You’ll manage a team at the heart of CIBC’s digital...

  • Senior Analyst, Finance

    Found in: Talent CA C2 - 6 days ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description The Senior Analyst will join the Financial Planning & Analysis and Investor Relations team within Brookfield’s Private Equity group and will primarily assist with the quarterly and valuation process for all private equity assets. It is a highly visible position that presents the foundation, guidance and exposure towards a successful...

  • Manager, Asset Performance Management

    Found in: Jooble CA O C2 - 1 week ago

    Mississauga, ON, Canada TST Solutions Inc. Full time

    TST-CF Express is Canada's leading provider of time sensitive, less than truckload (LTL) North American transportation services. Since 1928, we've offered unparalleled quality service and customer support, while utilizing the most current technology available to the industry.  We offer a lucrative compensation package consisting of a base salary, car...

  • Manager, Finance

    Found in: Talent CA C2 - 4 days ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description The Manager, Finance will be part of Brookfield’s Corporate team and will report into the Director, Finance. Located in our head office in Downtown Toronto, the Manager, Finance role is a highly visible position that provides a solid foundation and exposure to a progressive and dynamic career with a leading global asset management firm....

  • Global Sourcing Manager

    Found in: Talent CA C2 - 1 week ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description Technology Services (TS) is responsible for delivering all enterprise infrastructure, applications and related end user technology services across all Brookfield business groups, comprised of approximately 5,000 users. Position Summary This role sits within the Technology Services Group (TSG), in which the Strategic Sourcing Manager...

  • Analyst/Senior Analyst, Asset Management

    Found in: Jooble CA O C2 - 1 week ago

    Toronto, ON, Canada Lannick Full time

    Our client is an owner and operator of critical global infrastructure networks. They are looking for a Senior Analyst, Portfolio Management who will be responsible for assisting with developing, maintaining, and overseeing the company Infrastructure’s enterprise risk management and ESG programs across our portfolio of global. Portfolio management is an...

  • Manager, Asset Performance Management

    Found in: Jooble CA O C2 - 2 weeks ago

    Toronto, ON, Canada Uniqlo Canada Full time

    Store Manager Store Management Team, Store Support Functions and Store Associates UNIQLO is a brand of Fast Retailing Co. (FR), a global Japanese retail holding company that designs, manufactures and sells clothing under multiple brands including: With an operation spanning over 2300 stores worldwide in more than 25 countries and regions, UNIQLO is...

  • IT Governance, Risk, and Compliance Manager

    Found in: Jooble CA O C2 - 7 days ago

    Toronto, ON, Canada Fengate Asset Management Full time

    IT Governance, Risk, and Compliance Manager This role will have an exciting opportunity to be responsible for the implementation and on-going management of an ISO 27001 program and additional IT policies and procedures. The IT Governance, Risk, and Compliance (GRC) Manager will be responsible for assessing, documenting, and strengthening the...

  • Senior Manager, Compliance and Legal

    Found in: Whatjobs CA C2 - 7 days ago

    Toronto, Canada University of Toronto Asset Management Corporation Full time

    To Apply Submit your resume and a cover letter explaining how your qualifications and experience make you a suitable candidate for this position to Include “Your Name – Senior Manager, Compliance” in the subject line. UTAM thanks all applicants but will only respond to candidates selected for an interview.  About UTAM University of Toronto...