Tax Document Analyst at CI Financial

Join CI Financial as a Tax Document Analyst and ensure seamless tax document management. Engage with various stakeholders to maintain deliverable quality and timelines.

This in-office role demands strong analytical and organizational skills to oversee the creation and distribution of tax documents. Responsibilities include managing large data sets and QCing tax shells, all while facilitating effective communication across teams. Adaptability and detail orientation are crucial for success in this position.

Key Responsibilities:

• Assist with January Exempt Distributions Filing

• Organize large data for accurate submissions

• Create tax shells and review tax factors

• Support year-end tax slip processing and QC

• Generate estate tax slips in collaboration with teams

Requirements:

• Experience as a Business Analyst is a plus

• Familiarity with tax reporting in Canada and the US

• Required post-secondary education

• High proficiency with Excel

• Strong problem-solving and accuracy focus

Utilize your analytical talents to contribute to CI Financial's effective tax reporting team.
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