Excel as a Tax Operations Specialist with CI Investment Services, where you will be integral to client tax reporting. This role operates on-site and emphasizes a collaborative environment.

CI Investment Services in Toronto is seeking a dedicated Tax Specialist to help manage year-end tax requirements for clients. You will work closely with a skilled team to ensure tax slips are accurate and timely, utilizing your reconciliation and analytical skills. Familiarity with necessary documentation will enhance your contribution to enhancing client satisfaction.

Key Responsibilities:
• Analyze year-end tax slips for completeness
• Validate financial data to ensure accuracy
• Reconcile Canadian tax withholding monthly
• Collaborate with the team on client inquiries
• Document and escalate findings effectively

Requirements:
• Minimum 2 years in tax-related roles
• Completion of a post-secondary program
• Strong knowledge of tax slips and regimes
• Intermediate to advanced Excel proficiency
• Detail-oriented with robust organizational skills

Engage your passion for tax in a supportive and dynamic setting at CI Investment Services in Toronto.
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📌 CI Investment Services Tax Operations Specialist (Ontario)
🏢 CI Financial
📍 Ontario