5700 Yonge St, North York, ON M2M 4K2, CanadaJob DescriptionQuestrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting‑edge technology to help Canadians become much more financially successful and secure.At QFG, we combine human‑centric collaboration with AI‑driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits.What’s in it for you as an employee of QFG?Health & wellbeing resources and programsPaid vacation, personal, and sick days for work‑life balanceCompetitive compensation and benefits packagesWork‑life balance in a hybrid environment with at least 3 days in officeCareer growth and development opportunitiesOpportunities to contribute to community causesWork with diverse team members in an inclusive and collaborative environmentResponsibilitiesPerform periodic tasks to comply with Canadian and US tax reporting regulations.Review client account documentation to determine appropriate tax residency.Prepare and coordinate payment requests for withholding tax remittance to regulators.Reconcile income and withholding tax.Respond to internal and external tax‑related queries.Participate in the preparation of client and regulatory tax reporting.Generate tax slips (T5, T3, T5013, NR4, T5008, T1135, 1099, 1042S, Realized Gain/Loss report,



K‑1).Prepare XML filings.Ensure FATCA/CRS reporting is completed with the CRA before deadlines.Review and enter tax factors for securities and client or securities transactions in the tax system.Update and reconcile year‑end tax records.Review securities to determine most appropriate type for correct tax slip reporting.Review corporate actions to determine US and/or Canadian tax applicability.Track work completed and any errors found.Identify and propose process improvement opportunities.Collaborate with team members or other departments on mini projects.Perform other ad hoc duties and projects as assigned.QualificationsPost‑secondary education, preferably in Finance, Economics or related field.Prior work experience in a tax reporting role focused on Canadian and/or US tax reporting to clients.At least 2 years in an operational, continuous improvement or client service role within a financial services organization.Experience with client or securities taxation.Knowledge of the securities industry.Experience with Broadridge systems.Intermediate to advanced knowledge of Excel or Google Sheets.Experience with Qualified Intermediary obligations.Strong written and verbal communication skills.Detail‑oriented, self‑motivated, capable of working independently with little supervision.Strong analytical skills for managing large data sets.Excellent organizational skills.Strong work ethic, result‑focused, and deadline driven.Strong research and problem‑solving skills.Continuous improvement mindset and a desire to bring improvements.Team-oriented team player, flexible, and customer‑service oriented.Compensation InformationBase salary range: $60,000 – $65,000.Final compensation package commensurate with experience, skills, and geographic location (Canada), including a comprehensive benefits plan and a competitive bonus program for full‑time permanent roles.#J-18808-Ljbffr

📌 Analyst, Tax Reporting - C$60,000 - C$65,000 A Year (Winnipeg)
🏢 Questrade Financial Group
📍 Winnipeg