Tax Operations Manager

2 weeks ago


Toronto, Ontario, Canada CI Financial Full time

We are seeking an experienced Tax Operations Manager to join our team at CI Financial. This role involves overseeing and assisting with client and organizational tax reporting requirements under global tax regimes.

Key Responsibilities
  • 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, and a Bachelor's degree in Accounting, Finance, or a related field. Additionally, they should have a strong understanding of dividend and corporate action concepts, intermediate knowledge of Microsoft Office products, primarily Excel, and excellent leadership and communication skills.

Benefits
  • $120,000 - $150,000 per annum salary.
  • 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. 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. We are focused on building a diverse and inclusive workforce, and all of our affiliates (



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