Investment Tax Administrator

Our client is an investment firm with a history of skillfully navigating the market and providing clients with exceptional service. If you are a proactive and goal-driven tax professional looking to make your mark and further your career with a strong team, this could be the next step for you!

• Responsible for reviewing, researching, and analyzing year-end tax files/slips for accuracy and completeness. Tax slips include T3, T5, T5008, T5013, RL2, RL3, RL15, RL16, RL18, NR4, T4
  
  RSP, T4
  
  RIF, 1042S, 1042, 1099s, and other customized statements.
• Perform data validation by sample-checking tax reports against client account/activity information in our internal system.
• Monthly reconciliation and review of Canadian and U.S. tax withholding and remittance.
• Ensure complete and accurate tax slips are distributed to clients and remitted to relevant Tax Authorities (CRA, MRQ, and IRS).
• Ensure all findings or discrepancies in client data files are escalated, documented, and addressed in a timely manner.
• Review client tax documents for QI, FATCA, and CRS.
• Support tax package mailouts, slip amendment process, and answering client tax inquiries.
• Complete various ad-hoc duties & projects within the Tax department.

• Minimum 3 years of experience in Tax function and/or client tax reporting
• Completion of a post-secondary program
• Familiar with various CRA/MRQ/IRS tax slips
• Intermediate/advanced knowledge of Microsoft Office products, primarily Excel
• Strong reconciliation skills
• Detail-oriented and self-motivated
• Knowledge of the broker-dealer industry an asset
• Knowledge of FATCA, CRS, and QI tax regimes is an asset
• Strong organizational, time management, and communication skills
• Capable of working independently and as part of a team
• Experience with in a securities environment is a plus.

• Competitive compensation and bonus
• Extensive health benefits package
• An exciting, fast-paced environment
• Office located in downtown Toronto
• And more!

Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.