Tax Specialist

3 weeks ago

Toronto, Canada CI Financial Full time

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 an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

JOB OVERVIEW

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).

CI Investment Services Inc. (CIIS) is a wholly-owned subsidiary of CI Financial Corp. CIIS is registered in all Provinces and Territories of Canada as an Investment Dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Headquartered in Toronto, CIIS is a leading Canadian broker-dealer that provides a wide range of innovative brokerage and trading services to a diverse client base that includes portfolio managers, introducing brokers, and institutional investors.

WHAT YOU WILL DO
- 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.

WHAT YOU WILL BRING
- Minimum 3 years of experience in Tax function and/or client tax reporting
- Completion of a post-secondary program
- Familiar with various CRA/MRQ/IRS tax slips
- Intermediate/Advance Knowledge of Microsoft Office products, primarily Excel
- Strong reconciliation skills
- Detail-oriented and self-motivated
- knowledge of the broker-dealer industry an asset
- knowledge of FATCA, CRS, and QI tax regimes an asset
- Strong organizational, time management, and communication skills
- Capable of working independently and as part of a team

WORKING CONDITIONS:

- Overtime may be required during peak periods of the tax season (Jan-Apr)

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse 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 with 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.

WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines

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