Senior Analyst, Canadian Tax Reporting

Questrade Financial Group; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Paid leave

Competitive pay

Hybrid work

Career growth

Community involvement

Inclusive culture

Job summary

Questrade Financial Group is seeking a Senior Analyst, Canadian Tax Reporting to lead Canadian and US client tax reporting and ensure regulatory deadlines are met. This role requires SME knowledge of Canadian taxation, FATCA/CRS, and coordination with CRA, MRQ, and IRS where applicable.

You will supervise daily tasks, review processes for accuracy, and drive improvements while maintaining a strong client experience.

Qualifications

• University or post-graduate degree in a relevant field or equivalent.
• Tax courses or professional designations (e.g., CSC, CPA) are assets.
• Experience in client tax reporting, ideally in brokerage.

Responsibilities

• Lead Canadian & US client tax reporting activities and ensure regulatory deadlines are met.
• Prepare and monitor tax filings (T5, T3, 1099, etc.) as applicable.
• Oversee FATCA/CRS processing and accuracy of classifications.
• Supervise daily tax remittance tasks and reconciliations with regulators.
• Mentor team members and drive process improvements.
• Represent the firm in industry calls and draft memos.

Skills

SME in Canadian tax reporting

US tax reporting

FATCA/CRS knowledge

Dividend/income processing

SQL

Excel

Back-office systems

Broadridge BPS

TFP systems

Data analysis

Google Suite

Education

University or post-graduate degree

Tax courses or designations (CSC, CPA)

Tools

Broadridge BPS

TFP

SQL

Microsoft Access

Excel

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 Senior Analyst, 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), Ministère du Revenu du Québec (MRQ), and the Internal Revenue Service (IRS). We are looking for a Senior Analyst, U.S. Tax Reporting to play a critical role in ensuring we meet these regulatory obligations.

The individual is expected to be the Subject Matter Expert (SME) on Canadian taxation, and act as the central point for client 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.

Need more details? Keep reading...

Tax Reporting

• Leads and monitors periodic and ad-hoc activities that lead to successful Canadian & US client tax reporting
  • 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
• End to end processing of FATCA/CRS
• Leads and monitor tax season project plan, to ensure all regulatory deadlines are met or exceeded
• Leads discussions to ensure accurate classification of securities and income for tax reporting
• Ensures timely remittance of payments to the CRA, MRQ and/or IRS
• Assists manager as a point of contact with CRA, MRQ and/or IRS
• Leads and monitor daily tasks such as security and corporate action research, FX conversions, mail and email monitoring and distribution
• Supervises the reconciliation of internal tax remittance accounts with tax accounts with each regulator
• Conducts audits of client documentation to meet QI/FATCA/CRS requirements
• Assists with audits
• Manages distribution of client tax reporting related cases, and ensures timely resolution, providing recommendations for complex issue resolution and appropriate process improvements
• Attends industry calls or conferences representing the firm, draft call memos and distribute to internal audience
• Reviews and coaches team members on complex reorganization and entitlement events to determine taxable or non-taxable treatment
• Assists with KPI reports and project status reporting

So are YOU our next Supervisor, Canadian Tax Reporting? You are if you...

Education

• University or post-graduate degree
• Tax related courses, or industry designations such as CSC, CPA would be an asset

Work Experience

• 3+ years experience in client tax reporting, ideally within the brokerage industry
• 1+ years of experience in people leadership role strongly preferred, ideally with client tax reporting

Hard skills

• Considered a SME in Canadian and/or US client tax reporting and filing processes (ideally both)
• Knowledge of U.S. withholding certificates (e.g., W-9s, W-8s), and Qualified Intermediary requirements
• Knowledge of FATCA and CRS reporting requirements
• Working knowledge of dividends, income processing, reorg, registered plans
• Working experience with book of records and back-office operational systems and processes
• Knowledge of Broadridge BPS and TFP systems would be an asset
• 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 asset

Additional kudos if you...

• Excellent written and verbal communication skills
• Detail oriented, with the ability to work collaboratively in a fast-paced and deadline driven environment
• Strong work ethic with a focus on achieving quality results
• Strong organizational and time management skills
• Independant, self motivated, and the ability to motivate others to exceed expectations
• Ability to manage competing priorities effectively, both on a personal and team level
• Strong research & problem solving skills, with strong analytical skills to manage large datasets
• Strong continuous improvement mindset, and a desire to bring improvements to the table and see them to completion

• A collaborative and flexible team player
• Passionate about delivering a positive client experience

Compensation Information:

• Base salary range: $ 70,000 - $90,000
• 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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