Analyst, Tax Reporting

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What's in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

We're looking for our next Analyst, Tax Reporting. Could It Be You?

The purpose of the Analyst, Tax Reporting and Cost Basis functions is to provide support to the tax team with operational processes, including client documentation review, withholding tax remittance, income reconciliation, and tax reporting to clients and regulators, to continue to comply with Canadian & US tax regulations.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to:

• Perform periodic tasks as needed to comply with Canadian and US tax reporting regulations
• Review documentation on client accounts and determine appropriate tax residency
• Prepare/ coordinate payment requests for withholding tax remittance to regulators
• Reconciliations of income and withholding tax
• Respond to internal and external tax related queries
• Participate in the preparation of client and regulatory tax reporting
• Generate one or more of the following tax slips: T5, T3, T5013, NR4, T5008, T1135, 1099, 1042S, Realized Gain/Loss report, and/or K-1
• Prepare XML filings
• Ensure FATCA/CRS Reporting is completed with the CRA before deadlines
• Review & enter provided tax factors for securities in the tax system
• Review & enter provided client &/or securities transactions in the tax system
• Update and reconcile year-end tax records
• Securities & corporate actions research
• Review securities to determine most appropriate type to ensure income is reported on the correct tax slip
• Review corporate actions to determine US &/or Canadian tax applicability
• Track work completed & any errors found
• Identify and bring process improvement opportunities to the table
• Collaborate with other team members, or other departments on mini projects
• Other ad hoc duties, and projects, as assigned

So are YOU our next Analyst, Tax Reporting? You are if you…

• Have a post-secondary education, preferably in Finance, Economics, or related field
• Have prior work experience in a Tax Reporting role, focusing on Canadian &/or US tax reporting to clients
• Have prior work experience (2 years+) in an operational, continuous improvement or client service role, preferably within a financial services organization
• Have experience in client &/or securities taxation
• Have intermediate/ advanced knowledge of excel or google sheets
• Have excellent written and verbal communication skills
• Are a detail oriented, and self-motivated individual with the ability to work independently with little supervision
• Have strong analytical skills to manage large data
• Have excellent organizational skills, problem solving skills and a strong research mindset
• Have a strong work ethic, result focused, and deadline driven mindset
• Are a collaborative and flexible team player with a strong customer service mindset

Additional kudos if you…

• Have experience with Qualified Intermediary obligations
• Have knowledge of the securities industry
• Have experience with Broadridge systems

Additional Information…

• Please note this role will be required to be in office 3 days a week

Sounds like you? Click below to apply

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.