Investment Tax Administrator

Options Consulting Solutions; Toronto; On-site; CAD 59,000 - 70,000; Full time

Job summary

An established industry player is seeking a Corporate Tax Administrator to enhance their tax team in downtown Toronto. This role involves reviewing and analyzing year-end tax files, ensuring accuracy in client tax reporting, and supporting various tax-related projects. The ideal candidate will have a proactive approach, a strong background in tax functions, and excellent communication skills. If you're looking to advance your career in a dynamic environment with competitive compensation and extensive benefits, this opportunity could be your next big step.

Benefits

Competitive Compensation

Extensive Health Benefits

Fast-paced Environment

Office in Downtown Toronto

Qualifications

• 3+ years of experience in tax function and client tax reporting.
• Familiarity with CRA/MRQ/IRS tax slips is essential.

Responsibilities

• Review and analyze year-end tax files for accuracy.
• Ensure accurate tax slips are distributed to clients.

Skills

Tax Reporting

Data Validation

Reconciliation Skills

Detail-oriented

Communication Skills

Time Management

Knowledge of FATCA

Knowledge of CRS

Knowledge of QI

Securities Environment Experience

Education

Post-secondary Program Completion

Tools

Microsoft Excel

Job description

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About the job

CORPORATE TAX ADMINISTRATOR

DOWNTOWN TORONTO, ON

Salary up to $59K

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Administrative, and Finance

• Industries

  Securities and Commodity Exchanges, Investment Management, and Financial Services

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