Our 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 solid 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 job

Minimum 3 years of experience in Tax function and/or client tax reporting

Completion of a post-secondary program

Familiar with various CRA/MRQ/IRS tax slips

Intermediate/advanced knowledge of Microsoft Office products, primarily Excel

Strong reconciliation skills

Detail-oriented and self-motivated

Knowledge of the broker-dealer industry an asset

Knowledge of FATCA, CRS, and QI tax regimes is an asset

Strong organizational, time management, and communication skills

Capable of working independently and as part of a team

Experience within a securities environment is a plus.

Company Perks and Rewards

Competitive compensation and bonus

Extensive health benefits package

An exciting, fast-paced environment

Office located in downtown Toronto

And more!

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.

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📌 Investment Tax Administrator (Ontario)
🏢 Options Consulting Solutions
📍 Ontario