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Tax Operations Specialist

1 week ago

Ottawa, Ontario, Canada CI Financial Full time

At CI Financial, we believe in fostering a culture where everyone feels empowered to take ownership of meaningful work. Our team is dedicated to providing top-notch services to our clients, and we're currently seeking a skilled Tax Specialist to join our Tax Operations team.

Job Description:
  • Assist with year-end tax reporting requirements under Canadian and U.S. Tax Authorities (CRA, MRQ, and IRS)
  • Review, research, 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

We're looking for someone with a strong background in tax functions and/or client tax reporting. If you have the required skills and qualifications, please submit your resume for consideration.