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

We’re looking for our next Analyst, Tax Reporting. 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? 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, focusing 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

Additional Information…

• Please note this role will be required to be in office 3 days a week

Sounds like you? Click below to apply!

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