U.S. Tax Operations Lead (QI/FATCA/CRS)

CI Financial; Toronto; On-site; CAD 69,500 - 119,500; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program

Corporate Discount Program

Enhanced Group Benefits

Parental Leave Top-Up Program

Fitness Membership Discounts

Paid Volunteer Days

Job summary

A leading financial services firm in Toronto is seeking a Senior Manager of U.S. Tax Operations. The role involves overseeing client tax reporting, ensuring compliance with regulations, and managing a team of tax specialists. The ideal candidate will have at least 5 years of tax operations experience and a strong educational background in Accounting or Finance. The company offers competitive compensation and a variety of benefits to support employee well-being and development.

Qualifications

• Minimum of 5 years of experience in tax operations with a focus on QI, FATCA, and CRS.
• In-depth knowledge of U.S. tax reporting requirements including forms 1099, 1042, 1042-S.
• Knowledge of withholding certificates and FATCA/CRS self-certification.

Responsibilities

• Manage and oversee the completion of global tax reporting requirements.
• Lead client year-end tax reporting processes with a team of specialists.
• Ensure compliance with QI, FATCA, and CRS standards.

Skills

Tax operations experience

Attention to detail

Excellent communication

Problem-solving skills

Intermediate Microsoft Office skills

Education

Bachelor’s degree in Accounting, Finance, or related field

Job description

A leading financial services firm in Toronto is seeking a Senior Manager of U.S. Tax Operations. The role involves overseeing client tax reporting, ensuring compliance with regulations, and managing a team of tax specialists. The ideal candidate will have at least 5 years of tax operations experience and a strong educational background in Accounting or Finance. The company offers competitive compensation and a variety of benefits to support employee well-being and development.