Client Reporting Analyst

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

JOB OVERVIEW

The Client Reporting Analyst (Tax), will help establish cohesion between business units, IT stakeholders and end users through management of the end-to-end process of creating and distributing tax documents. The individual will be responsible for establishing and maintaining trust in the quality and timeliness of deliverables through the analysis of complex tax reporting requirements, implementation of process controls and facilitation of acceptance testing. This will be achieved through an ongoing review and support of processes involved in each phase of the Tax Reporting Life Cycle.

WHAT YOU WILL DO
- Ensure timely delivery of tax documents based on regulatory requirements and client expectations
- Prepare year-end tax returns to CRA, MRQ, IRS, and the International Tax Services Office
- Coordinate with IT, and Processing Teams to perform annual user acceptance testing (UAT) and business regression testing of tax receipts
- Assist and conduct cyclical data health check for Assante Wealth Management and CI Financial
- Reconcile tax data, review and resolve anomalies and variances
- Provide guidance to relevant business units on the data entry points that impact tax reporting deliverables
- Review RPM SRDs and identify tax related content requiring testing
- Work collectively with IT and other lines of business to represent Client Reporting-Tax for enhancements and new product offerings
- Ensure business requirements are clearly, accurately, and thoroughly documented and understood, as needed for enhancements to the tax process
- Pro-actively identify opportunities for improvements in client reporting-tax, tax knowledge, and efficiencies
- Develop and document procedures and create reference materials for Client Reporting-Tax
- Monitor the Team inbox and provide research-based support to other departments on tax related inquiries
- Continual review of tax key processes to ensure relevance based on regulatory changes
- Other duties as assigned

WHAT YOU WILL BRING
- Minimum of 2 year related working experience in the Mutual Funds/Security industry
- Previous Business Analyst experience an asset
- Experience with Canadian and US Tax Reporting an asset
- Post Secondary Education
- Canadian Securities Course or IFIC Operations Course an asset
- Familiarity with basic accounting principles with a focus on account reconciliations
- Working knowledge of CI products or Assante back office processes an asset
- Knowledge of testing practices and procedures an asset
- Bilingual in French and English an asset
- High level of proficiency with Microsoft Excel an asset
- Strong analytical and problem-solving skills
- Ability to adapt to changing priorities and deadlines with strong time management skills
- Excellent communication skills with experience in business writing
- High degree of accuracy and attention to detail
- Self-starter and self-motivated
- Strong relationship building skills
- Able to work independently and in a team setting
- Ability to “think outside of the box”
- Excellent and proven time management skills

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top-up program
- Paid time off for Volunteering