Senior Analyst, Tax
About The Position
As Wealthsimple grows, so does the scope and complexity of its tax structure and obligations. You'll be the key preparer for income tax and sales tax filings, provisions, and reconciliations, reporting to the Director, Tax and working closely with the other Tax Managers on the team. You'll bring strong technical grounding in Canadian tax compliance and accounting, a sharp eye for accuracy, high level of rigour in documentation, while looking for smart ways to automate and modernize workflows. In this role you'll have the opportunity to: Take on the key preparer role for month-end and quarter-end tax accounting processes, including the preparation of provision calculations, account reconciliations, and supporting schedules Prepare monthly, quarterly, and annual sales tax returns (GST/HST/QST and other applicable indirect taxes) and related monthly reconciliations across Wealthsimple's legal entities Prepare income tax returns and related account reconciliations on a monthly basis Maintain accurate, audit-ready documentation and working papers for all tax filings and reconciliations Identify discrepancies, resolve reconciling items, and flag process gaps to the Tax Team Partner with Finance, Accounting, and other cross-functional teams to ensure tax compliance data flows accurately and on time Contribute to special projects, including process improvements, automation and AI-enabled initiatives, technical research, tax modelling, audit response and advisory support
Requirements
- 3-5+ years of Canadian income tax and/or sales tax compliance experience, ideally within a financial institution, fintech, or public accounting environment
- Strong knowledge of Canadian corporate income tax return preparation (T2)
- Solid understanding of tax accounting concepts (provisions) under IFRS
- Advanced Excel skills and comfort working with large data sets and multiple reconciliations in an efficient and scalable manner
- Experience in using technology and AI tools to improve accuracy, documentation, and efficiency in recurring compliance work
- Strong attention to detail and organizational skills, with the ability to manage multiple deadlines across income tax and sales tax cycles
- Clear written and verbal communication skills, with the ability to summarize technical tax matters for non-tax audiences
Nice To Haves
- CPA designation (or in progress) or working toward a similar professional qualification
- Experience in a high-growth or scaling fintech or financial services environment
- Experience in sales tax, SR&ED, transfer pricing, or cross-border tax matters
- Experience working with tax technology tools or process automation
Responsibilities
- Take on the key preparer role for month-end and quarter-end tax accounting processes, including the preparation of provision calculations, account reconciliations, and supporting schedules
- Prepare monthly, quarterly, and annual sales tax returns (GST/HST/QST and other applicable indirect taxes) and related monthly reconciliations across Wealthsimple's legal entities
- Prepare income tax returns and related account reconciliations on a monthly basis
- Maintain accurate, audit-ready documentation and working papers for all tax filings and reconciliations
- Identify discrepancies, resolve reconciling items, and flag process gaps to the Tax Team
- Partner with Finance, Accounting, and other cross-functional teams to ensure tax compliance data flows accurately and on time
- Contribute to special projects, including process improvements, automation and AI-enabled initiatives, technical research, tax modelling, audit response and advisory support
Benefits
- Top-tier health benefits and life insurance
- Long-term group savings with employer match, through Wealthsimple for Business
- 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
- 90 days away: work outside Canada for up to 90 days per year
- Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
