Senior Manager, Client Tax & Regulatory Reporting

Wealthsimple; Toronto; Hybrid; CAD 140,000 - 180,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Vacation days

Wellness days

Mental health days

Employer match

Job summary

Wealthsimple is Canada’s leading financial innovator delivering a full suite of investment and tax products from Toronto. The Client Tax team ensures accurate, timely reporting and compliant client communications across brokerage products and registered accounts.

You will lead a high-impact function, partnering with CXO, Product, Engineering, Operations, Compliance, and Legal to translate complex tax rules into scalable product design and reliable execution.

Qualifications

• 8+ years of progressive experience in client tax reporting or a related function, including leading people.
• Deep knowledge of Canadian brokerage tax reporting and registered-account requirements (CRA, Revenu Québec, US reporting).
• Experience with QI, FATCA, CRS, withholding tax, client statements, and data controls for high-volume regulated reporting.
• Track record of leading cross-functional programs with Product, CXO, Engineering, Operations, Compliance, Legal, and external stakeholders.
• Strong analytical, communication, and judgment skills for translating regulatory requirements into product design and operating decisions.

Responsibilities

• Lead Wealthsimple’s client tax function across brokerage products and regulated entities, including team development.
• Own end-to-end delivery of client tax slips, registered-account reporting, client statements, and regulator communications.
• Establish governance for QI, FATCA, CRS, non-resident withholding, and client reporting obligations.
• Advise CXO and other leaders on product tax treatment, reporting implications, data quality, system requirements, testing, and automation.
• Coach and develop the Client Tax team, set priorities, hire, onboard, and manage performance and standards.
• Implement AI and automation to create operating efficiencies supporting growth.
• Provide technical research and executive-level communication on tax reporting issues and regulatory changes.

Skills

Cross-functional leadership

Canadian tax reporting

Regulatory reporting

People leadership

Data analysis

Job description

Wealthsimple is Canada’s leading financial innovator delivering a full suite of investment and tax products from Toronto. The Client Tax team ensures accurate, timely reporting and compliant client communications across brokerage products and registered accounts.

You will lead a high-impact function, partnering with CXO, Product, Engineering, Operations, Compliance, and Legal to translate complex tax rules into scalable product design and reliable execution.