Corporate Tax Specialist
2 weeks ago
We are seeking a highly skilled CORPORATE TAX SPECIALIST to join our team in downtown Toronto. This is an exciting opportunity for a proactive and goal-driven tax professional to further their career with a strong team.
The role involves reviewing, researching, and analyzing year-end tax files/slips for accuracy and completeness. This includes tax slips such as T3, T5, T5008, T5013, RL2, RL3, RL15, RL16, RL18, NR4, T4RSP, T4RIF, 1042S, 1042, 1099s, and other customized statements.
Responsibilities also include performing data validation by sample-checking tax reports against client account/activity information in our internal system. Additionally, you will be responsible for monthly reconciliation and review of Canadian and U.S. tax withholding and remittance.
You will ensure complete and accurate tax slips are distributed to clients and remitted to relevant Tax Authorities (CRA, MRQ, and IRS). Any findings or discrepancies in client data files must be escalated, documented, and addressed in a timely manner.
Requirements- A minimum of 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/advanced knowledge of Microsoft Office products, primarily Excel.
- Strong reconciliation skills.
- Detail-oriented and self-motivated.
- Knowledge of the broker-dealer industry is an asset.
- Knowledge of FATCA, CRS, and QI tax regimes is an asset.
The ideal candidate will have strong organizational, time management, and communication skills, and be capable of working independently and as part of a team. Experience within a securities environment is a plus.
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