Senior Tax Reporting Analyst: Compliance & Reconciliations

CIBC Mellon; Toronto; On-site; CAD 60,000 - 91,000; Full time

Job summary

CIBC Mellon in Toronto seeks a senior Tax Specialist to provide expert tax remittance and reporting services within the Tax Reporting group. You will act as primary technical resource for complex issues and support a team of Tax Specialists on escalated client requests.

The role covers validating tax withholdings, preparing tax forms, liaising with CRA, IRS, and Revenue Quebec, and driving process improvements and quality controls.

Qualifications

• University or College degree with a focus on business, finance or accounting.
• 3 to 5 years progressive securities industry experience.
• Experience/ knowledge of GSS and/or Trust regulatory tax reporting.
• Knowledge of CMS and/or Link4.
• Trust industry courses and/or Canadian Securities Course.

Responsibilities

• Performs more complex tax remittance and reporting services, ensuring compliance with policies, procedures, audit and tax regulatory requirements.
• Acts as the point of contact for team members in dealing with problem resolution and delegation/escalation of client requests and issues; acts as primary technical resource, supporting team on systems inquiries and issues.
• Performs or assists team members with suspense account reconciliations, clearance of reconciling items, research of out-of-balance positions and tax discrepancies, issuance and resolution of claims/tax reclaims and reconciliation of NRA and backup withholding taxes relating to U.S. source income.
• Validates and verifies taxes withheld on income against tax liability owed to tax authorities, accuracy of tax portion of monthly portfolio interest allocation and file extracts for issuance of income tax forms to client recipients, ensure remittance and filings with applicable jurisdictional agency (i.e., CRA, Revenue Quebec, IRS, etc.).
• Supplies relevant information in response to requests from internal CIBC Mellon Departments and external clients/client representatives regarding operational tax related activity, as well as maintaining up to date source documentation and related information for access and reference.
• Supports group management in quantifying team productivity, identifying potential procedural improvements, and ensuring quality control processes are in place and functioning.

Skills

Leadership

Tax reporting knowledge

GSS/Trust regulatory tax reporting

Education

Finance or accounting degree

Tools

CMS

Link4

Job description

CIBC Mellon in Toronto seeks a senior Tax Specialist to provide expert tax remittance and reporting services within the Tax Reporting group. You will act as primary technical resource for complex issues and support a team of Tax Specialists on escalated client requests.

The role covers validating tax withholdings, preparing tax forms, liaising with CRA, IRS, and Revenue Quebec, and driving process improvements and quality controls.