Company Information:

CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.

We are a diverse and agile workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.

We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience.

Position Overview:

Acts as a senior subject matter and systems resource and point of contact for escalated issues on a team of Tax Specialists in the Tax Reporting group.

Responsibilities:

- Performs more complex tax remittance and reporting services, ensuring compliance with policies, procedures, audit and tax regulatory requirements
- Acts as the point of contact team members in dealing with problem resolution and delegation/escalation of client requests and issues; acts as primary technical resource, supporting team on systems inquiries and issues
- Performs or assists team members with suspense account reconciliations, clearance of reconciling items, research of out of balance positions and tax discrepancies, issuance and resolution of claims/tax reclaims and reconciliation of NRA and backup withholding taxes relating to U.S. source income




- Validates and verifies taxes withheld on income against tax liability owed to tax authorities, accuracy of tax portion of monthly portfolio interest allocation and file extracts for issuance of income tax forms to client recipients, ensure remittance and filings with applicable jurisdictional agency (i.e., CRA, Revenue Quebec, IRS, etc.)
- Supplies relevant information in response to requests from internal CIBC Mellon Departments and external clients/client representatives regarding operational tax related activity, as well as maintaining up to date source documentation and related information for access and reference
- Supports group management in quantifying team productivity, identifying potential procedural improvements, and ensuring quality control processes are in place and functioning

Qualifications:

- University or College degree or equivalent training with a focus on business, finance or accounting.
- 3 to 5 years progressive experience in the securities industry
- Experience/ knowledge of GSS and/or Trust regulatory tax reporting
- Knowledge of CMS and/or Link4
- Trust industry courses and/or Canadian Securities Course,
- Demonstrated leadership ability

CIBC Mellon's Values: Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards

Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward

Be One Family: Challenge, empower and recognize your colleagues

Take Ownership: Speak up, speak out, and make things better

Job Specific Competencies:

- The salary band for this position ranges between $60,000 - $91,000.
- Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity.
- Please note, our recruitment process may include the use of AI-assisted tools.
- This posting is for an existing vacancy.

📌 Tax Reporting Analyst (Toronto)
🏢 CIBC Mellon
📍 Toronto