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.

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