Client Reporting Analyst

CI Financial•Toronto, ON

7d•CA$42,500 - CA$71,000•Onsite

About The Position

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. The Client Reporting Analyst 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.

Requirements

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

Responsibilities

Assisting with Exempt Distributions Filing (Commencing January)
Formatting and organization of large sets of data and filing to respective provinces
Tax Shell creation, Tax Factor review, entry, QC
General assistance with YE tax slips – Batch closing/file generation, reconciliation, QC, XML filing to CRA/MRQ.
Estate tax slip generation
Assisting with generating end of year tax slips CI financial and Assante Wealth Management
Other tasks as needed