Senior Analyst, U.S. Tax Reporting & Cost Basis

Community Trust Company; Canada; Presencial; CAD 70 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work environment

Comprehensive benefits package

Resumo da oferta

Questrade Financial Group seeks a Senior Analyst, U.S. Tax Reporting to manage U.S. and Canadian tax reporting obligations, validate client tax residency, and prepare withholding remittances. You will analyze tax documents and monitor QI regulations to ensure accurate tax slips and regulatory compliance across Canada and the U.S.

In this hybrid role, you will collaborate with teams, handle complex tax scenarios, and contribute to continuous improvement in tax reporting processes.

Qualificações

• Strong knowledge of U.S./Canadian client tax reporting rules.
• Experience with U.S. tax forms (1099/1042) and QI obligations.
• Advanced Excel/Google Sheets abilities for data analysis.
• Detail-oriented with excellent written and verbal communication.

Responsabilidades

• Analyze client account documentation to determine tax residency.
• Prepare withholding tax remittance requests and reconcile accounts.
• Stay updated on QI regulations and IRS guidance.
• Process and classify tax slips (U.S. and Canadian).

Conhecimentos

Analytical skills

U.S./Canadian tax reporting

Excel/Google Sheets

Regulatory research

Communication

Formação académica

Post-secondary education in Finance/Economics

Ferramentas

Broadridge systems

Descrição da oferta de emprego

Senior Analyst, U.S. Tax Reporting & Cost Basis

5700 Yonge St, North York, ON M2M 4K2, Canada

Job Description

Posted Tuesday, September 1, 2026 at 6:00 AM

Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.

At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.

Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.

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, U.S. 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 ideal candidate is a highly analytical self-starter with a strong understanding of U.S. tax regulations. You will be responsible for obtaining client tax residency documentation, classifying securities and income, and ensuring accurate reporting and remittance to regulators. This role requires in-depth research into evolving Qualified Intermediary (QI) regulations and hands-on experience both U.S. (1099, 1042-S, 1042) reporting to IRS.

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

Perform periodic tasks to ensure compliance with U.S. and Canadian tax reporting regulations.

Analyze client account documentation to accurately determine tax residency.

Prepare and coordinate payment requests for withholding tax remittances to regulators.

Reconcile income and withholding tax accounts, responding to internal and external tax-related queries.

Calculate withholdings for manual transactions, including Hybrid/Dual Source securities, 871(m), SEC 302/304, SEC 305C, and Dividends with Options.

Process Stock Dividends, Spin-Offs, and Merger transactions.

Enter provided tax factors and client/securities transactions into the tax system.

Verify information on U.S. investment slips (1099-DIV, 1099-INT, 1099-MISC, 1042-S Aggregate, 1042-S Individual, and Form 1042).

Validate information on Canadian investment slips (T5, T3, T5013, CRS, and FATCA).

Continuously monitor and research changes to QI regulations and IRS guidance, ensuring accurate implementation for year-end reporting.

Research new tax rules and conduct gap analyses to assess their impact on Questrade's clients, systems, and processes.

Participate in monthly securities research to classify new securities and income (including deemed income), ensuring correct representation on tax slips and appropriate withholding.

Classify corporate actions to ensure accurate U.S. and Canadian tax withholding and reporting.

So are YOU our next Senior Analyst, U.S. Tax Reporting? You are if you…

Education

Post-secondary education, preferably in Finance, Economics, or related field

Work Experience

2+ years of prior work experience in a Tax Reporting role, focusing on research and analysis of U.S. and Canadian tax reporting rules (strongly preferred).

2+ years of experience with U.S. client tax reporting (strongly preferred).

2+ years in an operational, continuous improvement, or client service role, ideally within a financial services organization.

Experience writing operational proposals based on external research or internal gap analysis is an asset.

Hard Skills

Strong knowledge of client/securities taxation rules, operational impacts, and U.S./Canadian client tax reporting.

Strongly preferred knowledge of security types, income types, and corporate actions.

Experience with Qualified Intermediary (QI) obligations.

High Intermediate to Advanced knowledge of Excel or Google Sheets (strongly preferred).

Understanding of the securities industry and IIROC-regulated brokerage operations.

Ability to build macros and knowledge of coding languages (preferred).

Experience with Broadridge systems is a nice-to-have.

Expert research, analytical, and problem-solving skills, capable of managing large datasets.

Excellent written and verbal communication skills.

Detail-oriented, self-motivated, and capable of working independently with minimal supervision.

Strong organizational skills and a results-focused, deadline-driven work ethic.

Collaborative team player with a strong customer service and continuous improvement mindset.

Compensation Information

Base salary range: $70,000- $80,000

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.

#LI-Hybrid, #LI-Onsite

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

5700 Yonge St, North York, ON M2M 4K2, Canada