Take your career to the next level as a Manager in U.S. Tax Reporting and Cost Basis with Questrade Financial Group. Help shape tax reporting processes while ensuring compliance and a superior customer experience.

In this pivotal role, you will act as the Subject Matter Expert (SME) for U.S. taxation, specifically IRS 1042 and 1099 reporting. You will lead daily team activities, focusing on timeliness and accuracy while driving continuous improvements. Your expertise will also guide project scope and contribute to user acceptance testing for system changes.

Key Responsibilities:
• Act as SME in U.S. tax filings (1042, 1099)
• Oversee daily team tax reporting activities
• Manage and monitor XML filings for accuracy
• Ensure timely IRS payment remittances
• Conduct audits to meet QI, FATCA, and CRS standards

Requirements:
• 3+ years in client tax reporting experience
• Solid people leadership experience preferred
• In-depth knowledge of U.S. withholding certificates
• Advanced proficiency in Excel and database queries
• Passion for exceptional client service

Lead impactful tax reporting initiatives while nurturing a collaborative team environment at Questrade.
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📌 Manager U.S. Tax Reporting at Questrade (Manitoba)
🏢 Kinvie
📍 Manitoba