Tax Specialist

CI Financial•York, ON

1d•CA$42,500 - CA$71,000•Hybrid

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. 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 Tax Authorities. CI Investment Services Inc. (CIIS) is a wholly-owned subsidiary of CI Financial Corp. CIIS is registered in all Provinces and Territories of Canada as an Investment Dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Headquartered in Toronto, CIIS is a leading Canadian broker-dealer that provides a wide range of innovative brokerage and trading services to a diverse client base that includes portfolio managers, introducing brokers, and institutional investors.

Requirements

Minimum 2 years of experience in Tax function and/or client tax reporting
Completion of a post-secondary program
Familiar with various CRA and MRQ 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

Responsibilities

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, T4FHSA, and other customized statements.
Perform validations for financial and non-financial data
Monthly reconciliation and review of Canadian tax withholding and remittance.
Work closely with the rest of the tax team to ensure complete and accurate tax slips are distributed to clients and remitted to relevant Tax Authorities (CRA and MRQ)
Ensure all findings or discrepancies in client data files are escalated, documented, and addressed in a timely manner.
Support the Tax team in tax package mail outs, slip amendment process, and answering client tax inquiries.
Complete various ad-hoc duties & projects as required.