CI Financial Tax Reporting Specialist

Enhance your tax career as a Tax Reporting Specialist at CI Financial, where you will focus on validating and analyzing tax slips in a collaborative environment. This in-office role mandates four days on-site for optimal teamwork.

Candidates should have at least two years of experience in tax functions and a completed post-secondary program. A solid understanding of CRA and MRQ tax slips, as well as the ability to work independently while managing time effectively, is crucial. Advanced knowledge of Excel and strong attention to detail will help drive your success.

Key Responsibilities:

• Review, analyze, and validate tax files and slips

• Reconcile Canadian tax withholding monthly

• Ensure accurate distribution of tax slips to clients

• Resolve discrepancies in client data efficiently

• Support tax packages and manage client inquiries

Requirements:

• 2+ years in a tax role or client reporting

• Experience with CRA and MRQ slips

• Strong detail orientation and reconciliation skills

• Excellent organization and time-management abilities

• Knowledge of FATCA and broker-dealer industry is advantageous

Leverage your tax skills at CI Financial to facilitate accurate tax reporting.
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