Tax Reporting Analyst at CI Financial

Position: Tax Reporting Analyst Role at CI Financial
Help CI Financial streamline tax reporting as a Tax Reporting Analyst. Collaborate across business units to ensure precise and timely document preparation.

In this position, you will manage the end-to-end process for tax document creation and distribution, focusing on accuracy and quality. Your tasks will involve QC checks and year-end tax slip assistance, emphasizing analytical thinking and detail orientation. The in-office work model supports team collaboration.

Key Responsibilities:

• Format and deliver Exempt Distributions Filing

• Organize data sets for provincial requirements

• Create and review Tax Shells accurately

• Generate year-end tax slips and perform reconciliation

• Assist with estate tax slip generation

Requirements:

• Previous Business Analyst experience preferred

• Knowledge of Canadian and US tax regulations

• Degree or relevant certification required

• Strong proficiency in Microsoft Excel

• Excellent communication skills and attention to accuracy

Apply your analytical skills and contribute to enhanced tax documentation processes at CI Financial.
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