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 strong 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
- Robust 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 (Toronto)
🏢 Options Consulting Solutions
📍 Toronto