About the jobCORPORATE TAX ADMINISTRATORFULL-TIME DOWNTOWN TORONTO, ONSalary up to $70KThe CompanyOur client is an investment firm with a history of skillfully navigating the market and providing clients with exceptional service. If you are a proactive and goal-driven tax professional looking to make your mark and further your career with a strong team, this could be the next step for you!The Job!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, 1042S, 1042, 1099s, and other customized statements.Perform data validation by sample-checking tax reports against client account/activity information in our internal system.Monthly reconciliation and review of Canadian and U.S. tax withholding and remittance.Ensure complete and accurate tax slips are distributed to clients and remitted to relevant Tax Authorities (CRA, MRQ, and IRS).Ensure all findings or discrepancies in client data files are escalated, documented, and addressed in a timely manner.Review client tax documents for QI, FATCA, and CRS.Support tax package mailouts, slip amendment process, and answering client tax inquiries.Complete various ad-hoc duties & projects within the Tax department.What you bring to the jobMinimum 3 years of experience in Tax function and/or client tax reportingCompletion of a post-secondary programFamiliar with various CRA/MRQ/IRS tax slipsIntermediate/advanced knowledge of Microsoft Office products, primarily ExcelStrong reconciliation skillsDetail-oriented and self-motivatedKnowledge of the broker-dealer industry an assetKnowledge of FATCA, CRS, and QI tax regimes is an assetStrong organizational, time management, and communication skillsCapable of working independently and as part of a teamExperience within a securities environment is a plus.Company Perks and RewardsCompetitive compensation and bonusExtensive health benefits packageAn exciting, fast-paced environmentOffice located in downtown TorontoAnd more!Qualified job seekers are asked to apply with attention to Ashley Richardson.I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role!Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.You can also find more jobs that may be suited to you on the Options Consulting Solutions Indeed and LinkedIn pages. Follow us on Instagram, Twitter and Facebook for job searching tips and other updates.
Job Title
Investment Tax Administrator