Become a part of CI Financial as a Tax Specialist specializing in year-end tax slip analysis and reconciliation. This in-office role supports collaboration four days a week during critical tax periods.

With a minimum of two years in tax reporting and a post-secondary education, the successful candidate will analyze various CRA and MRQ tax slips. Advanced Excel proficiency and detail-oriented reconciliation talents are critical. The role also emphasizes organized teamwork and effective communication skills.

Key Responsibilities: • Validate and review accuracy of tax files and slips • Conduct monthly tax withholding reconciliations • Collaborate with the tax team for compliance • Address client data discrepancies promptly • Assist with tax inquiries and mail-outs

Requirements: • Minimum 2 years in a tax function • Familiarity with CRA and MRQ tax slips • Strong detail orientation and Excel expertise • Ability to work independently and in teams • Understanding of FATCA and CRS advantages experience

Apply your tax knowledge at CI Financial, ensuring accurate reporting and reconciliation. #J-18808-Ljbffr

📌 Tax Specialist Role With CI Financial (Winnipeg)
🏢 CI Investments
📍 Winnipeg