Registered Plans Tax Reporting Specialist

Join Questrade Financial Group as a Specialist in Registered Plans Tax Reporting, ensuring compliance and precision within a hybrid working model. Utilize your critical analytical skills while contributing to process improvements in tax reporting.

In this role, you will oversee the preparation and filing of tax slips for Canadian Registered Plans, including strategizing around Non-Qualified Investments and related client notifications. Your attention to detail will drive year-end accuracy, while your problem-solving abilities will enhance operational efficiency in reporting practices.

Key Responsibilities:

• Manage preparation of key tax slips for registered plans

• Handle amendments and issue resolutions where necessary

• Conduct data reconciliation to ensure reporting accuracy

• Notify clients on Non-Qualified Investments and tax implications

• Collaborate with team members for seamless tax operations

Requirements:

• Degree in Finance, Economics, or Accounting

• 2+ years in tax reporting within finance

• Understanding of tax rules and compliance requirements

• Proficiency in Excel for reconciling data

• Strong communication skills for stakeholder engagement

Drive your career forward while ensuring regulatory compliance in a dynamic environment at Questrade.
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