Tax Operations Manager for Global Compliance

3 weeks ago


Toronto, Ontario, Canada CI Financial Full time

We are seeking a seasoned Tax Operations Manager to oversee global tax reporting requirements and lead critical tax-related processes.

Job Description
  • Manage and oversee the accurate completion of all global tax reporting requirements, including forms 1099, 1042, 1042-S, Part XVIII (FATCA), and Part XIX (CRS).
  • Lead and supervise critical client year-end tax reporting processes with a team of specialists.
  • S. withholding taxes from U.Ensure timely response to client inquiries regarding tax slips and requests for amendments.

The ideal candidate will have a minimum of 5 years experience in tax operations, with strong focus on QI, FATCA, and CRS.

Requirements
  • Bachelor's degree in Accounting, Finance, or a related field.
  • Strong understanding of S. tax reporting requirements, including forms 1099, 1042, 1042-S.
  • Understanding of dividend and corporate action concepts.
  • Intermediate Knowledge of Microsoft Office products, primarily Excel.

We offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience.

Benefits:

  • Flexible & Hybrid Work Program
  • Training Reimbursement
  • Corporate Discount Program

Ci Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.



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