Analyst, Tax ReportingQuestrade Financial Group • Fredericton, New Brunswick, Canada
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Analyst, Tax Reporting
Questrade Financial Group
- Fredericton, New Brunswick, Canada
- Fredericton, New Brunswick, Canada
À propos
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences.
This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.
What's in it for you as an employee of QFG?
Health & wellbeing resources and programs
Paid vacation, personal, and sick days for work-life balance
Competitive compensation and benefits packages
Work-life balance in a hybrid environment with at least 3 days in office
Career growth and development opportunities
Opportunities to contribute to community causes
Work with diverse team members in an inclusive and collaborative environment
This job posting is for an existing vacancy.
We're looking for our next Analyst, Tax Reporting and Cost Basis. Could It Be You?
The purpose of the Analyst, Tax Reporting and Cost Basis functions is to provide support to the tax team with operational processes, including client documentation review, withholding tax remittance, income reconciliation, and tax reporting to clients and regulators, to continue to comply with Canadian & US tax regulations.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
Perform periodic tasks as needed to comply with Canadian and US tax reporting regulations
Review documentation on client accounts and determine appropriate tax residency
Prepare/ coordinate payment requests for withholding tax remittance to regulators
Reconciliations of income and withholding tax
Respond to internal and external tax related queries
Participate in the preparation of client and regulatory tax reporting
Generate one or more of the following tax slips: T5, T3, T5013, NR4, T5008, T1135, 1099, 1042S, Realized Gain/Loss report, and/or K-1
Prepare XML filings
Ensure FATCA/CRS Reporting is completed with the CRA before deadlines
Review & enter provided tax factors for securities in the tax system
Review & enter provided client &/or securities transactions in the tax system
Update and reconcile year-end tax records
Securities & corporate actions research
Review securities to determine most appropriate type to ensure income is reported on the correct tax slip
Review corporate actions to determine US &/or Canadian tax applicability
Track work completed & any errors found
Identify and bring process improvement opportunities to the table
Collaborate with other team members, or other departments on mini projects
Other ad hoc duties, and projects, as assigned
So are YOU our next Analyst, Tax Reporting and Cost Basis? You are if you…
Have a post-secondary education, preferably in Finance, Economics, or related field
Have prior work experience in a Tax Reporting role, focussing on Canadian &/or US tax reporting to clients
Have prior work experience (2 years+) in an operational, continuous improvement or client service role, preferably within a financial services organization
Have experience in client &/or securities taxation
Have intermediate/ advanced knowledge of excel or google sheets
Have excellent written and verbal communication skills
Are a detail oriented, and self motivated individual with the ability to work independently with little supervision
Have strong analytical skills to manage large data
Have excellent organizational skills, problem solving skills and a strong research mindset
Have a strong work ethic, result focused, and deadline driven mindset
Are a collaborative and flexible team player with a strong customer service mindset
Additional Kudos If You…
Have experience with Qualified Intermediary obligations
Have knowledge of the securities industry
Have experience with Broadridge systems
Compensation Information:
Base salary range: $60,000 - $65,000
The final compensation package will be commensurated with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.
Sounds like you? Click below to apply
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
Compétences linguistiques
- English
Avis aux utilisateurs
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