Tax Reporting Specialist at CI Financial

Join CI Financial as a Tax Reporting Specialist focused on Canadian tax compliance. This in-office position fosters team collaboration and offers diverse responsibilities.

As part of CI’s Tax Operations team in Toronto, you will manage critical year-end tax reporting tasks for our clients. Your analytical skills will ensure that tax slips—such as T3, T4

RSP, and T5—are processed accurately and efficiently. You will also perform essential reconciliations, support tax inquiries, and help improve internal processes.

Key Responsibilities:

• Manage year-end tax reporting for various slips

• Validate financial and non-financial data accuracy

• Conduct monthly reconciliations of tax withholding

• Support tax team with client communication

• Document discrepancies for timely resolution

Requirements:

• 2+ years of tax or client reporting experience

• Post-secondary education completed

• Knowledge of CRA tax slips required

• Proficient in Microsoft Office, particularly Excel

• Excellent communication and time management skills

Utilize your tax expertise to thrive at CI Financial in a dynamic environment in Toronto.
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