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Tax Reporting Specialist at Investment Firm
Job Description
Join a top-notch investment firm in downtown Toronto as a Tax Reporting Specialist. Ideal for driven professionals, this role involves comprehensive tax analysis and client engagement.
With a minimum of three years in tax reporting, you will oversee the review and analysis of critical tax slips including T5013 and NR4 for precision. Your role involves validating tax reports, ensuring proper distribution of slips, and addressing any inconsistencies. Expertise in tax regimes such as FATCA and CRS will greatly support ongoing compliance and client satisfaction efforts.
Key Responsibilities:
• Analyze year-end tax files including T3, T5 slips
• Perform client data validation and checks
• Reconcile Canadian and U.S. tax remittances monthly
• Ensure accurate and timely distribution of tax documents
• Respond to client inquiries regarding tax matters
Requirements:
• 3+ years in tax functions or reporting
• Comple...
With a minimum of three years in tax reporting, you will oversee the review and analysis of critical tax slips including T5013 and NR4 for precision. Your role involves validating tax reports, ensuring proper distribution of slips, and addressing any inconsistencies. Expertise in tax regimes such as FATCA and CRS will greatly support ongoing compliance and client satisfaction efforts.
Key Responsibilities:
• Analyze year-end tax files including T3, T5 slips
• Perform client data validation and checks
• Reconcile Canadian and U.S. tax remittances monthly
• Ensure accurate and timely distribution of tax documents
• Respond to client inquiries regarding tax matters
Requirements:
• 3+ years in tax functions or reporting
• Comple...