Tax Specialist

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.

We are currently recruiting for a Tax Specialist to join our Tax Operations team. You will play an integral part in assisting with the client's year-end tax reporting requirements under Canadian and U.S. Tax Authorities (CRA, MRQ, and IRS).

WHAT YOU WILL DO

• Responsible for reviewing, researching, and analyzing year-end tax files/slips for accuracy and completeness. Tax slips include T3, T5, T5008, T5013, RL2, RL3, RL15, RL16, RL18, NR4, T4RSP, T4RIF, 1042S, 1042, 1099s, and other customized statements.
• Perform data validation by sample checking tax reports against client account/activity information in our internal system.
• Monthly reconciliation and review of Canadian and U.S. tax withholding and remittance.
• Work closely with the Tax team to ensure complete and accurate tax slips are distributed to clients and remitted to relevant Tax Authorities (CRA, MRQ, and IRS).
• Ensure all findings or discrepancies in client data files are escalated, documented, and addressed in a timely manner.
• Work closely with the accounts team to review client tax documents for QI, FATCA, and CRS.
• Support the Tax team in tax package mail outs, slip amendment process, and answering client tax inquiries.
• Complete various ad-hoc duties & projects within the Tax department.

WHAT YOU WILL BRING

• Minimum 3 years of experience in Tax function and/or client tax reporting
• Completion of a post-secondary program
• Familiar with various CRA/MRQ/IRS tax slips
• Intermediate/Advance Knowledge of Microsoft Office products, primarily Excel
• Strong reconciliation skills
• Detail-oriented and self-motivated
• knowledge of the broker-dealer industry an asset
• knowledge of FATCA, CRS, and QI tax regimes an asset
• Strong organizational, time management, and communication skills
• Capable of working independently and as part of a team
• Overtime may be required during peak periods of the tax season (Jan-Apr)

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.

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

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking "Apply". Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates ("CI") are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.