Tax Compliance Specialist
2 weeks ago
We are seeking a highly skilled Senior Tax Operations Analyst to join our team at CI Financial. This role is responsible for assisting with client year-end tax reporting requirements under Canadian and U.S. authorities.
Job SummaryThe successful candidate will be responsible for reviewing, researching, and analyzing year-end tax files/slips for accuracy and completeness. This includes performing data validation by sample checking tax reports against client account/activity information in our internal system.
Responsibilities- Review 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
- Evaluate client data files and escalate any discrepancies or issues in a timely manner
To be successful in this role, you will require:
- A minimum of 3 years of experience in a Tax function and/or client tax reporting
- Familiarity with various CRA/MRQ/IRS tax slips
- Intermediate to Advanced knowledge of Microsoft Office products, primarily Excel
- Strong reconciliation skills
As a Senior Tax Operations Analyst at CI Financial, you can expect:
- An estimated annual salary range of $65,000 - $85,000
- Flexible and 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. Our commitment to providing individuals and institutions with high-quality investments and advice drives us forward. We strive to create a diverse and inclusive workforce and provide fair and accessible employment practices.
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