Tax Specialist
2 weeks ago
CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees that have a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile, thrive at CI.
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.
We are currently recruiting for a Tax Specialist to join our Tax Operations team. You will play an integral part in assisting with the client’s year-end tax reporting requirements under Canadian and U.S. Tax Authorities (CRA, MRQ, and IRS).
- Responsible for reviewing, researching, and analyzing year-end tax files/slips for accuracy and completeness. Tax slips include T3, T5, T5008, T5013, RL2, RL3, RL15, RL16, RL18, NR4, T4RSP, T4RIF, 1042S, 1042, 1099s, and other customized statements.
- Perform data validation by sample checking tax reports against client account/activity information in our internal system.
- Monthly reconciliation and review of Canadian and U.S. tax withholding and remittance.
- Work closely with the Tax team to ensure complete and accurate tax slips are distributed to clients and remitted to relevant Tax Authorities (CRA, MRQ, and IRS).
- Ensure all findings or discrepancies in client data files are escalated, documented, and addressed in a timely manner.
- Work closely with the accounts team to review client tax documents for QI, FATCA, and CRS.
- Support the Tax team in tax package mail outs, slip amendment process, and answering client tax inquiries.
- Complete various ad-hoc duties & projects within the Tax department.
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