Tax Administrator
1 month ago
At CI Financial, we are seeking a skilled Tax Administrator to join our Client Reporting Tax team. The successful candidate will be responsible for managing and generating estate tax slips accurately and in a timely manner. This role involves ensuring compliance with relevant tax regulations, maintaining precise records, and providing support for estate-related tax matters.
Key Responsibilities:
- Accurately prepare and issue estate tax slips in accordance with legislative requirements and internal business procedures
- Ensure timely distribution of estate tax slips
- Address inquiries from internal teams and provide clarification on estate tax-related issues
- Identify opportunities to improve processes related to the generation and management of estate tax slips
Requirements:
- Minimum 1 year experience in the financial industry
- Canadian Securities Course or IFIC Operations Course an asset
- Excellent analytical capabilities and a strong focus on attention to detail
- Excellent organizational skills, capable of multitasking and delivering high-quality work under pressure
What We Offer:
- Collaborative and friendly team environment
- Opportunities to develop and grow within the company
- Health and wellness programs, including corporate fitness membership and nutritional seminars
- Modern, conveniently located facilities
- Community involvement, including OneWalk to Conquer Cancer and Bay Street Hoops
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