Estate Tax Specialist

2 weeks ago


Toronto, Ontario, Canada CI Financial Full time

About CI Financial

CI Financial is a global leader in wealth management and asset management advisory services. Our commitment to providing high-quality investments and advice drives our mission.

Job Summary

We are seeking an experienced Estate Tax Specialist to join our Tax Operations team. As an integral part of our team, you will play a crucial role in the preparation of client estate tax slips under Canadian income tax laws.

Main Responsibilities

  • Prepare, review, research, and analyze estate tax files/slips for accuracy and completeness.
  • Perform data validation by checking tax reports against estate settlement documents and client account/activity information in our internal system.
  • Monthly reconciliation and review of estate accounts and settlements.
  • Work closely with the Tax team to ensure complete and accurate tax slips are distributed to clients and remitted to CRA/MRQ.
  • Evaluate all findings or discrepancies in client data files and escalate them in a timely manner.
  • Collaborate with the estates team and other business units to review, document, and enhance estate tax processes.
  • Support the Tax team during peak periods of tax season with tasks such as tax package mail outs, slip amendment process, and answering client tax inquiries.
  • Complete various ad-hoc duties & projects within the Tax department.

Requirements

  • Minimum 2 years of experience in tax function and/or estate reporting.
  • Familiarity with various estate tax slips and forms (T4RIF, T4RSP, T4A, NR4, RC249).
  • Intermediate/Advanced knowledge of Microsoft Office products, primarily Excel.
  • Strong analysis and reconciliation skills.
  • Knowledge of the broker-dealer industry is an asset.
  • Knowledge of non-registered CRA, FATCA, CRS, and QI tax regimes is an asset.

Benefits

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

About Us

We strive to build a diverse and inclusive workforce. We provide fair and accessible employment practices and reasonable accommodations for persons with disabilities. If you require accommodations, please contact us at accessible.



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