Tax Operations Specialist Role

Step into a rewarding Tax Operations Specialist position at CI Financial, where you’ll engage with year-end tax reporting and client data accuracy. Contribute to impactful tax operations supporting both Canadian and U.S. regulations.

In this Tax Specialist role at CI Financial, you will play a crucial part in the Tax Operations team. You’ll be responsible for reviewing various tax slips, like T4

RSP and 1042S, while ensuring compliance with CRA and IRS standards. This role demands strong analytical abilities and attention to detail, especially during peak tax season.

Key Responsibilities:

• Analyze and ensure the accuracy of tax documentation

• Conduct monthly reviews of tax withholding and remittance

• Collaborate to manage discrepancies effectively

• Oversee client communication regarding tax-related inquiries

• Support the team in various tax projects

Requirements:

• At least 3 years of relevant Tax experience

• Completed post-secondary education

• Familiar with CRA, MRQ, and IRS tax documentation

• Advanced knowledge of Excel required

• Excellent organizational and communication skills

Join a team dedicated to precision and excellence in tax operations at CI Financial.
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