Investment Tax Administrator

Résumé du poste

Responsible for reviewing, researching, and analyzing year-end tax files and slips for accuracy and completeness. This includes performing data validation, monthly reconciliations of tax withholdings, and ensuring timely distribution to clients and tax authorities.

Détails du poste

About the job CORPORATE TAX ADMINISTRATOR FULL-TIME / HYBRID DOWNTOWN TORONTO, ON Salary up to $70K The Company 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! The Job! 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, T4RSP, T4RIF, 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. What you bring to the job 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 within a securities environment is a plus. Company Perks and Rewards Competitive compensation and bonus Extensive health benefits package An exciting, fast-paced environment Office located in downtown Toronto And more! Qualified job seekers are asked to apply with attention to Ashley Richardson. I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role! 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. You can also find more jobs that may be suited to you on the Options Consulting Solutions Indeed and LinkedIn pages. Follow us on Instagram, Twitter and Facebook for job searching tips and other updates.

Ce que vous ferez

Responsible for reviewing, researching, and analyzing year-end tax files and slips for accuracy and completeness. This includes performing data validation, monthly reconciliations of tax withholdings, and ensuring timely distribution to clients and tax authorities.

Exigences

Requires a minimum of 3 years of experience in tax functions or client tax reporting and completion of a post-secondary program. Candidates should be proficient in Microsoft Excel and familiar with CRA, MRQ, and IRS tax slips.

Avantages

• Competitive Compensation • Bonus • Extensive Health Benefits Package

Compétences indiquées

• Gestion du temps · Souhaitée
• Data Validation · Souhaitée
• Microsoft Excel · Souhaitée
• Communication Skills · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Tax Reporting
• Data Validation
• Reconciliation
• Microsoft Excel
• CRA Tax Slips
• IRS Tax Slips
• MRQ Tax Slips
• FATCA
• CRS
• QI Tax Regimes
• Time Management
• Communication Skills

Domaines d’emploi

• Finance & Accounting
• Administrative
• Consulting