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

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