Tax Specialist

Responsibilities

• Analyze, review, and validate year‑end tax files/slips for accuracy and completeness. Tax slips include T3, T5, T5008, T5013, RL2, RL3, RL15, RL16, RL18, NR4, T4
  
  RSP, T4
  
  RIF, T4
  
  FHSA, and other customized statements.
• Perform monthly reconciliation and review of Canadian tax withholding and remittance.
• Work closely with the tax team to ensure complete and accurate tax slips are distributed to clients and remitted to the CRA and MRQ.
• Escalate, document, and resolve findings or discrepancies in client data files in a timely manner.
• Support the Tax team in tax package mail‑outs, slip amendment processes, and client tax inquiries.
• Complete various ad‑hoc duties and projects as required.

• Minimum 2 years of experience in a Tax function and/or client tax reporting.
• Completion of a post‑secondary program.
• Familiarity with various CRA and MRQ tax slips.
• Intermediate/advanced knowledge of Microsoft Office products, primarily Excel.
• Strong reconciliation skills and detail orientation.
• Self‑motivated and organized with strong time‑management and communication skills.
• Knowledge of the broker‑dealer industry is an asset.
• Knowledge of FATCA, CRS, and QI tax regimes is an asset.
• Capable of working independently and as part of a team.

Overtime may be required during peak periods of the tax season (Jan‑Apr). This role follows an in‑office work model and requires employees to be on site four days per week to support collaboration and business needs.

Base salary range: $42,500 to $71,000 (exact salary depends on experience, skills, education, and budget; may vary by geographic location). The position is eligible for participation in a bonus program and offers a comprehensive benefits package, including health insurance, wellness programs, retirement savings plans, paid leave, education‑related programs, paid holidays and vacation time, and other company‑sponsored benefits.

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 , or call 416‑364‑1145 ext.

4747.