Client Reporting Analyst

Position: Client Reporting Analyst at CI Financial
Elevate tax reporting processes with CI Financial as a Client Reporting Analyst. In this role, you will ensure seamless collaboration among business units, IT, and users, while focusing on quality and timeliness.

This position within CI Financial involves managing the end-to-end process of tax document creation and distribution. You will analyze complex tax reporting requirements and implement process controls, while leading acceptance testing.

Your role is vital in maintaining trust through precise reporting and oversight in the Tax Reporting Life Cycle.

Key Responsibilities:

• Assist with Exempt Distributions Filing starting in January

• Format, organize, and file large data sets

• Generate Tax Shells, review, and ensure quality control

• Assist with year-end tax slips and XML filing

• Support estate tax slip generation and reconciliation

Requirements:

• Previous experience as a Business Analyst

• Familiarity with Canadian and US Tax Reporting

• Post Secondary Education

• Proficiency in Microsoft Excel

• Strong analytical and problem-solving skills

Leverage your analytical skills to enhance the tax reporting efforts at CI Financial while fostering collaboration across teams.
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