Tax Reporting & Cost Basis Manager

Shape U.S. tax processes at Questrade Financial Group. Lead compliance and continuous improvement in client tax reporting and cost basis management with a focus on IRS standards.

Questrade is hiring a Manager for U.S. Tax Reporting and Cost Basis. In this pivotal role, you will oversee IRS compliance, manage tax-related processes, and ensure the accurate reporting of client information. Your leadership will enhance team efficiency and shape customer experiences positively.

Key Responsibilities:

• Oversee client tax reporting and classification accuracy

• Ensure timely payment remittance to the IRS

• Conduct audits to ensure compliance with FATCA and QI requirements

• Facilitate training and team development for tax reporting

• Collaborate on projects affecting cross-functional teams

Requirements:

• 3+ years in tax reporting, especially in brokerage

• 1+ years in a leadership capacity preferred

• Strong understanding of U.S. tax regulations and compliance

• Advanced Excel skills and database proficiency

• Familiarity with tax filing systems, such as Broadridge

Channel your knowledge of tax regulations and client reporting to elevate Questrade’s financial services.