Tax Specialist at CI Investment Services

Elevate your career as a Tax Specialist with CI Investment Services. This in-office role involves year-end tax reporting and collaboration within a dedicated team.

Join CI’s Tax Operations team in Toronto, where you will play a crucial role in managing client tax reporting requirements, particularly under Canadian Tax Authorities. You'll utilize your knowledge of various tax slips and financial data validations to contribute meaningfully to the team’s success. Bring your attention to detail and strong reconciliation skills to ensure accuracy in tax documentation and client communication.

Key Responsibilities:

• Review and analyze year-end tax files for accuracy

• Perform data validations on financial records

• Reconcile Canadian tax withholding monthly

• Coordinate with team for slip distribution and client inquiries

• Address discrepancies in client data timely

Requirements:

• Minimum 2 years in tax function or reporting

• Completion of post-secondary education

• Familiarity with CRA and MRQ tax slips

• Advanced skills in Microsoft Excel

• Strong organizational and communication skills

Capitalize on your tax knowledge and experience while contributing to CI Investment Services' success in Toronto.
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