Tax Specialist

2 weeks ago

Toronto, Ontario, Canada CI Financial Full time
Job Title: Tax Specialist

CI Financial is seeking a highly skilled Tax Specialist to join our Tax Operations team. As a Tax Specialist, you will play a critical role in assisting with client year-end tax reporting requirements under Canadian and U.S. Tax Authorities.

Key Responsibilities:
  • Review, research, and analyze year-end tax files/slips for accuracy and completeness.
  • 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.
  • Ensure all findings or discrepancies in client data files are escalated, documented, and addressed in a timely manner.
  • 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.
Requirements:
  • 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.
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.

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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