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 cooperative 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 strong organizational skills
Engage your passion for tax in a supportive and dynamic setting at CI Investment Services in Toronto. #J-18808-Ljbffr
📌 CI Investment Services Tax Operations Specialist (Winnipeg)
🏢 CI Financial
📍 Winnipeg
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