Tax Specialist

CI Financial Corp.; Toronto; On-site; CAD 42,500 - 71,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave

Top–up program

Paid time off for Volunteering

Job summary

CI Financial Corp. is seeking a Tax Specialist to join the Tax Operations team in Canada. You will review year-end tax files/slips, validate data, reconcile tax withholdings, and ensure accurate slips are issued to clients and remitted to CRA/MRQ.

The role requires at least 2 years in tax reporting, familiarity with CRA and MRQ slips, and strong Excel skills. The position offers in-office work four days a week with a base salary range of $42,500–$71,000 plus bonus and benefits.

Qualifications

• Minimum 2 years of experience in Tax function and/or client tax reporting.
• Familiar with CRA and MRQ tax slips.
• Intermediate/Advanced knowledge of Microsoft Office products, primarily Excel.

Responsibilities

• Review, research, and analyze year-end tax files/slips for accuracy and completeness.
• Handle tax slips such as T3, T5, T5008, T5013, RL2, RL3, RL15, RL16, RL18, NR4, T4RSP, T4RIF, T4FHSA, and other customized statements.
• Perform validations for financial and non-financial data.
• Monthly reconciliation and review of Canadian tax withholding and remittance.
• Collaborate with the tax team to ensure accurate tax slips are distributed to clients and remitted to Tax Authorities (CRA/MRQ).
• Escalate and address discrepancies in client data files; support mail-outs, slip amendments, and client inquiries.

Skills

Tax experience

Reconciliation

Attention to detail

Communication

Independent worker

Education

Post-secondary program

Tools

Excel

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are currently recruiting for a Tax Specialist to join our Tax Operations team. You will play an integral part in assisting with the client’s year-end tax reporting requirements under Canadian Tax Authorities. CI Investment Services Inc. (CIIS) is a wholly-owned subsidiary of CI Financial Corp. CIIS is registered in all Provinces and Territories of Canada as an Investment Dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Headquartered in Toronto, CIIS is a leading Canadian broker-dealer that provides a wide range of innovative brokerage and trading services to a diverse client base that includes portfolio managers, introducing brokers, and institutional investors.

WHAT YOU WILL DO

• Responsible for reviewing, researching, and analyzing year-end tax files/slips for accuracy and completeness.
• Tax slips include T3, T5, T5008, T5013, RL2, RL3, RL15, RL16, RL18, NR4, T4RSP, T4RIF, T4FHSA, and other customized statements.
• Perform validations for financial and non-financial data.
• Monthly reconciliation and review of Canadian tax withholding and remittance.
• Work closely with the rest of the tax team to ensure complete and accurate tax slips are distributed to clients and remitted to relevant Tax Authorities (CRA and MRQ).
• Ensure all findings or discrepancies in client data files are escalated, documented, and addressed in a timely manner.
• Support the Tax team in tax package mail outs, slip amendment process, and answering client tax inquiries.
• Complete various ad-hoc duties & projects as required.

WHAT YOU WILL BRING

• Minimum 2 years of experience in Tax function and/or client tax reporting
• Completion of a post-secondary program
• Familiar with various CRA and MRQ tax slips
• Intermediate/Advance Knowledge of Microsoft Office products, primarily Excel
• Strong reconciliation skills
• Detail-oriented and self-motivated
• Knowledge of the broker-dealer industry an asset
• Knowledge of FATCA, CRS, and QI tax regimes an asset
• Strong organizational, time management, and communication skills
• Capable of working independently and as part of a team

WORKING CONDITIONS

Overtime may be required during peak periods of the tax season (Jan-Apr). This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs. This opportunity is for an existing vacancy with the company.

The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program.

In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave
• Top–up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.

CI Financial is an independent company offering global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.