Analyst, Tax Reporting

2 weeks ago

Toronto, Canada Questrade Financial Group Full time

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.

We are everything a traditional financial institution is not. 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.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.

What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Hybrid and flexible work arrangements
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Analyst, Tax Reporting. Could It Be You?
The purpose of the Analyst, Tax Reporting functions is to provide support to the tax team with operational processes, including client documentation review, withholding tax remittance, income reconciliation, and tax reporting to clients and regulators, to continue to comply with Canadian & US tax regulations.

What’s it like working as an Analyst, Tax Reporting 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). These obligations generally fall under 3 categories:
(1) Obtaining sufficient documentation from the client to identify their tax residency
(2) Classifying securities & income from those securities for tax reporting purposes, and
(3) Reporting appropriate tax information to Investors and regulators, including periodic remittance, issuing tax slips, and electronic filing, as applicable.

This role performs &/or assists with operational processes that support the tax team in ensuring all regulatory obligations continue to be met.

Need more details? Keep reading
- Perform periodic tasks as needed to comply with Canadian and US tax reporting regulations
- Review documentation on client accounts and determine appropriate tax residency
- Prepare/ coordinate payment requests for withholding tax remittance to regulators
- Reconciliations of income and withholding tax
- Respond to internal and external tax related queries
- Participate in the preparation of client and regulatory tax reporting
- Review & enter provided tax factors for securities in the tax system
- Review & enter provided client &/or securities transactions in the tax system
- Securities & corporate actions research
- Review securities to determine most appropriate type to ensure income is reported on the correct tax slip
- Review corporate actions to determine US &/or Canadian tax applicability
- Track work completed & any errors found
- Identify and bring process improvement opportunities to the table
- Collaborate with other team members, or other departments on mini projects
- Other ad hoc duties, and projects, as assigned

So are YOU our next Analyst, Tax Reporting? You are, if you have
✔ Post-secondary education, preferably in Finance, Economics, or related field
✔ Experience in a Tax Reporting role, focussing on Canadian &/or US tax reporting to clients would be preferred
✔ Experience (2 years+) in an operational, continuous improvement or client service role, preferably within a financial services organization is an asset
✔ Experience in client &/or securities taxation is strongly preferred
✔ Intermediate/ Advanced knowledge of excel or google sheets is strongly preferred
✔ Experience with Qualified Intermediary obligations is an asset
✔ Knowledge of the securities industry
✔ Experience with Broadridge systems would be a nice to have

Additional kudos if you have
✔ CSC
✔ Successful completion of tax courses, or working towards a CPA would be a nice to have
LI-MB1 #LI-Hybrid
Sounds like you? Click below to apply

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. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. 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 th

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