Excel as a Tax Operations Specialist with CI Investment Services, where you will be integral to client tax reporting. This role operates in office 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 strong organizational skills Engage your passion for tax in a supportive and dynamic setting at CI Investment Services in Toronto.

📌 CI Investment Services Tax Operations Specialist (Toronto)
🏢 CI Financial
📍 Toronto