Tax Specialist

4 weeks ago

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

At CI Financial, we're seeking a highly skilled Tax Specialist to join our Tax Operations team. As a key member of our team, you will play a vital role in assisting with client year-end tax reporting requirements under Canadian and U.S. Tax Authorities (CRA, MRQ, and IRS).

Key Responsibilities:
  • Review, research, and analyze year-end tax files/slips for accuracy and completeness, including 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).
  • Escalate, document, and address any findings or discrepancies in client data files in a timely manner.
  • Collaborate 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.
Requirements:
  • Minimum 3 years of experience in Tax function and/or client tax reporting.
  • Completion of a post-secondary program.
  • Familiarity 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.
  • Ability to work 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 committed to building a diverse and inclusive workforce. If you're 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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