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Direct message the job poster from Options Consulting Solutions
Strategic Recruiter | Dedicated to Matching Top Talent with Career-Defining Opportunities CORPORATE TAX ASSISTANT
DOWNTOWN TORONTO, ON
Salary up to $55K
The Company
Our client is an investment firm with a history of skillfully navigating the market and providing clients with exceptional service. If you are a proactive and goal-driven tax skilled looking to make your mark and further your career with a strong team, this could be the next step for you!
The Job!
Responsible for reviewing, researching, and analyzing year-end tax files/slips for accuracy and completeness. Tax slips include T3, T5, T5008, T5013, RL2, RL3, RL15, RL16, RL18, NR4, T4RSP, T4RIF, 1042S, 1042, 1099s, and other customized statements.
Perform data validation by sample-checking tax reports against client account/activity information in our internal system.
Monthly reconciliation and review of Canadian and U.S. tax withholding and remittance.
Ensure complete and accurate tax slips are distributed to clients and remitted to relevant Tax Authorities (CRA, MRQ, and IRS).
Ensure all findings or discrepancies in client data files are escalated, documented, and addressed in a timely manner.
Review client tax documents for QI, FATCA, and CRS.
Support tax package mailouts, slip amendment process, and answering client tax inquiries.
Complete various ad-hoc duties & projects within the Tax department.
What you bring to the job




Minimum 3 years of experience in Tax function and/or client tax reporting
Completion of a post-secondary program
Familiar with various CRA/MRQ/IRS tax slips
Intermediate/advanced knowledge of Microsoft Office products, primarily Excel
Strong reconciliation skills
Detail-oriented and self-motivated
Knowledge of the broker-dealer industry an asset
Knowledge of FATCA, CRS, and QI tax regimes is an asset
Strong organizational, time management, and communication skills
Capable of working independently and as part of a team
Experience within a securities environment is a plus.
Company Perks and Rewards
Competitive compensation and bonus
Extensive health benefits package
An exciting, fast-paced environment
Office located in downtown Toronto
And more!
Qualified job seekers are asked to apply with attention to Ashley Richardson.
I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role!
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.
Seniority level Associate
Employment type Full-time
Job function Accounting/Auditing, Administrative, and Finance
Industries Securities and Commodity Exchanges, Investment Management, and Financial Services

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📌 Investment Tax Administrator (Ontario)
🏢 Options Consulting Solutions
📍 Ontario