Investment Tax Administrator

Options Consulting Solutions; Toronto; On-site; CAD 49,500 - 60,500; Full time

Benefits offered by this job

Competitive compensation and bonus

Extensive health benefits package

Exciting, fast-paced environment

Office located in downtown Toronto

Job summary

An established industry player is seeking a proactive Corporate Tax Assistant to join their dynamic team in downtown Toronto. This role focuses on reviewing and analyzing tax files, ensuring accuracy in client reporting, and supporting tax inquiries. The ideal candidate will have a strong background in tax functions, excellent reconciliation skills, and the ability to work both independently and collaboratively. With a competitive compensation package and extensive health benefits, this is an exciting opportunity to advance your career in a fast-paced environment. Join a firm that values your contributions and offers a pathway to professional growth.

Qualifications

• Minimum 3 years of experience in Tax function and/or client tax reporting.
• Familiar with various CRA/MRQ/IRS tax slips and regulations.

Responsibilities

• Review and analyze year-end tax files for accuracy and completeness.
• Ensure accurate tax slips are distributed and remitted to authorities.
• Support tax package mailouts and address client inquiries.

Skills

Tax Reporting

Reconciliation Skills

Detail-oriented

Communication Skills

Time Management

Knowledge of FATCA

Knowledge of CRS

Knowledge of QI Tax Regimes

Team Collaboration

Education

Post-secondary Program

Tools

Microsoft Excel

Job description

5 days ago Be among the first 25 applicants

Direct message the job poster from Options Consulting Solutions

Strategic Recruiter | Dedicated to Matching Top Talent with Career-Defining Opportunities

CORPORATE TAX ASSISTANT

DOWNTOWN TORONTO, ON

Salary up to $55K

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.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Accounting/Auditing, Administrative, and Finance

Industries

• Securities and Commodity Exchanges, Investment Management, and Financial Services