Manager, Canadian Tax Reporting

Questrade Financial Group; Toronto; Hybrid; CAD 110,000 - 130,000; Full time

Benefits offered by this job

Health & wellbeing resources

Paid vacation & personal days

Competitive compensation

Hybrid work with 3+ days in office

Career growth opportunities

Community involvement

Diverse & inclusive team

Job summary

Questrade Financial Group is seeking a Manager, Canadian Tax Reporting to lead Canadian tax reporting activities and drive process improvements. The role focuses on regulatory compliance with CRA/MRQ, tax residency documentation, and accurate withholding obligations.

You will mentor junior and senior analysts and transform manual workflows into scalable, automated processes while maintaining risk controls and client value.

Qualifications

• University or post-graduate degree related to finance or accounting.
• 5+ years in client tax reporting, preferably in brokerage.
• 3+ years in people leadership, preferably in client tax reporting.
• Subject matter expert in Canadian/US reporting and filing processes.

Responsibilities

• Leading and monitoring Canadian tax reporting.
• Prepare and monitor XML filings.
• Lead tax season project plan to meet deadlines.
• Classify securities and income for tax reporting.
• Ensure timely remittance to CRA and MRQ.
• Act as main contact with CRA and MRQ.
• Oversee daily tasks: research, FX conversions, mail distribution.
• Reconcile internal tax remittance accounts with regulators.
• Audit client documentation for QI/FATCA/CRS.
• Participate in audits; define KPIs & SLAs.
• Distribute cases; recommend process improvements.
• Attend industry calls and draft memos.
• Coach on complex reorganizations and entitlements.

Skills

Tax reporting

Leadership

SME

W-9/W-8 knowledge

FATCA/CRS knowledge

Tax slips knowledge

Regulatory compliance

Client tax reporting

Education

Finance or accounting degree

Tools

Broadridge BPS

TFP systems

Job description

What’s in it for you as an employee of QFG?

• Health & wellbeing resources and programs

• Paid vacation, personal, and sick days for work-life balance

• Competitive compensation and benefits packages

• Work-life balance in a hybrid environment with at least 3 days in office

• Career growth and development opportunities

• Opportunities to contribute to community causes

• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy

We’re looking for our next Manager, Canadian Tax Reporting. Could It Be You?

Questrade Inc., has multiple client tax reporting obligations to various tax regulators, including the Canada Revenue Agency (CRA), and Ministère du Revenu du Québec (MRQ). In addition, there are also regulatory obligations to obtain sufficient documentation from the client to identify their tax residency. Based on tax residency, withholding tax obligations must be met.

Reporting to the Senior Manager; the individual is expected to be the Subject Matter Expert (SME) on Canadian taxation, and act as the central and final point for all issues. In addition, the individual is expected to review processes and documentation that affects client tax reporting and cost basis to ensure applicability, completeness and accuracy, with a continuous improvement mindset, keeping a positive client experience front and center. You will manage both Junior and Senior Analyst. Your mission is to evolve manual workflows into scalable, automated processes while maintaining a culture of rigorous risk control and "zero-error" tolerance. You will actively monitor service quality to mitigate risk, ensure maximum customer value, and maintain Questrade's reputation for Operational Excellence

Need more details? Keep reading…

In this role, responsibilities include but are not limited to:

• Leading and monitoring Canadian tax reporting

  • Expert Knowledge in preparing all or some of the following tax slips: T5, T3, T5013, NR4, T5008, T1135, 1099, 1042S, Realized Gain/Loss report, and/or K-1

  • Prepare and monitoring XML filings

• Leading and monitoring tax season project plan, to ensure all regulatory deadlines are met or exceeded

• Leading discussions to ensure accurate classification of securities and income for tax reporting

• Ensuring timely and accurate remittance of payments to the CRA and MRQ

• Acting as the main point of contact with CRA and MRQ

• Leading and monitoring daily tasks such as security and corporate action research, FX conversions, mail and email monitoring and distribution

• Conducting and maintaining the reconciliation of internal tax remittance accounts with tax accounts with each regulator and ensuring discrepancies are resolved urgently and accurately.

• Conducting audits of client documentation to meet QI/FATCA/CRS requirements

• Participating in external and internal audits; define KPI, SLAs for team

• Managing distribution of client tax reporting related cases, and ensures timely resolution, providing recommendations for complex issue resolution and appropriate process improvements

• Attending industry calls or conferences representing the firm, draft call memos and distribute to internal audience

• Reviewing and coaching team members on complex reorganization and entitlement events to determine taxable or non-taxable treatment

• Initiating, leading and seeing through any ongoing project

So are YOU our next Manager, Canadian Tax Reporting? You are if you…

• Have University or post-graduate degree related to finance or accounting

• Have 5+ years experience in client tax reporting, ideally within the brokerage industry

• Have 3+ years of experience in people leadership role strongly preferred, ideally with client tax reporting

• Are considered to be a SME in Canadian and/or US client tax reporting and filing processes (ideally both)

• Have knowledge of U.S. withholding certificates (e.g., W-9s, W-8s), and Qualified Intermediary requirements

• Have knowledge of FATCA and CRS reporting requirements

• Have working knowledge of dividends, income processing, reorg, registered plans

• Have working experience with book of records and back-office operational systems and processes

Additional kudos if you…

• Have Tax related courses, or industry designations such as CSC, CPA would be an asset

• Have knowledge of Broadridge BPS and TFP systems would be an asset

• Have knowledge of database queries (e.g. SQL), Microsoft Access, and advanced Excel would be an asset; ability to work with large set of data

• Google Suite experience would be an ass et

Compensation Information:

• Base salary range: $110,000 - $130,000

• The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.

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