Tax Specialist Role With CI Financial

Become a part of CI Financial as a Tax Specialist specializing in year-end tax slip analysis and reconciliation. This in-office role supports collaboration four days a week during critical tax periods.

With a minimum of two years in tax reporting and a post-secondary education, the successful candidate will analyze various CRA and MRQ tax slips. Advanced Excel proficiency and detail-oriented reconciliation talents are critical. The role also emphasizes organized teamwork and effective communication skills.

Key Responsibilities:

• Validate and review accuracy of tax files and slips

• Conduct monthly tax withholding reconciliations

• Collaborate with the tax team for compliance

• Address client data discrepancies promptly

• Assist with tax inquiries and mail-outs

Requirements:

• Minimum 2 years in a tax function

• Familiarity with CRA and MRQ tax slips

• Strong detail orientation and Excel expertise

• Ability to work independently and in teams

• Understanding of FATCA and CRS benefits experience

Apply your tax knowledge at CI Financial, ensuring accurate reporting and reconciliation.
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