U.S. Tax Compliance Lead

4 days ago

Toronto, Ontario, Canada CI Financial Full time
Lead U.S. Tax Operations Specialist

We are seeking a seasoned Senior Manager, U.S. Tax Operations to join our team at CI Financial, a leading global wealth management and asset management advisory services provider.

About the Role:

This role oversees client and organizational tax reporting requirements under global tax regimes, including QI, FATCA, and CRS. You will manage key tax-related processes, ensure compliance with relevant regulations, lead critical tax reporting activities, and guide tax-related projects.

Key Responsibilities:
  • Tax Reporting Management: Manage and oversee the accurate completion of all global tax reporting requirements, including forms 1099, 1042, 1042-S, Part XVIII (FATCA), and Part XIX (CRS).
  • Client Year-End Tax Reporting: Lead and supervise critical client year-end tax reporting processes with a team of specialists.
  • U.S. Withholding Taxes: Ensure that all U.S. withholding taxes from U.S.-sourced income payments are reconciled and paid to the IRS in a timely manner.
  • Tax Inquiry Response: Ensure timely response to client inquiries regarding tax slips and requests for amendments.
  • Team Leadership: Lead and mentor a team of tax specialists, providing guidance on tax reporting processes, compliance requirements, and professional development.
  • QI Compliance Program: Oversee all aspects of the QI compliance program, including the upkeep of the QI Governance documentation and policy, along with the management of FATCA and CRS policies.
  • Cross-Functional Projects: Manage cross-functional projects related to tax compliance, tax reporting systems, and process improvements.
Requirements:

To be successful in this role, you will require a minimum of 5 years experience in tax operations, with strong focus on QI, FATCA, and CRS. A Bachelor's degree in Accounting, Finance, or a related field is essential.

  • U.S. Tax Knowledge: In-depth knowledge of U.S. tax reporting requirements, including forms 1099,1042, 1042-S.
  • Regulatory Knowledge: Knowledge of Chapter 3 and 4 of the Internal Revenue Code and related Treasury Regulations including Section 302, 304, 305C, and 871m.
  • Withholding Certificates: Knowledge of U.S. withholding certificates (e.g., W-9s, W-8s) and, but not limited to, 1099, 1042-S, and 945 reporting and FATCA and CRS self-certification.
  • Communication Skills: Excellent communication and organizational skills.
  • Problem-Solving Skills: Excellent attention to detail and problem-solving skills.
About Us:

CI Financial is a company driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our modern HQ location within walking distance from Union Station offers a flexible & Hybrid Work Program, Equipment Purchase Program, Training Reimbursement, Paid Professional Designations, Employee Share Purchase Program (ESPP), Corporate Discount Program, Enhanced group benefits, Parental Leave Top–up program, Fitness membership discounts, Volunteer paid Days, and Complimentary vending machines.

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