Senior Manager, U.Tax Operations At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an prospect to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are seeking an experienced Senior Manager of U.Tax Operations to join our tax operations team. The ideal candidate will be responsible for overseeing and assisting with client and organizational tax reporting requirements under global tax regimes, including Qualified Intermediary (QI), Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS).

The role involves managing key tax-related processes, ensuring compliance with relevant regulations, leading critical tax reporting activities, and leading tax related projects. Tax Reporting and Year-End Processes Manage and oversee the accurate completion of all global tax reporting requirements, including forms 1099, 1042, 1042‑S, Part XVIII (FATCA), and Part XIX (CRS). Lead and supervise critical client year‑end tax reporting processes with a team of specialists.

S. withholding taxes from U.Ensure timely response to client inquiries regarding tax slips and requests for amendments. Lead and mentor a team of tax specialists, providing guidance on tax reporting processes, compliance requirements, and professional development. Oversee all aspects of the QI compliance program, including the upkeep of the QI Governance documentation and policy, along with the management of FATCA and CRS policies.

Manage cross‑functional projects related to tax compliance, tax reporting systems, and process improvements.



Ensure project milestones are met on time and within scope, coordinating with various departments including technology, operations, and compliance. Coordinate annual QI training and ensure that all relevant personnel are up to date with the latest compliance standards.

Participate in key industry committees, identifying initiatives and regulatory changes that may impact the business. Stay current on changes impacting tax operations and conduct assessments to manage the integration of tax‑related updates within the organization. Verify that key data is accurately captured in internal systems by reviewing control reports, and taking corrective action when needed.

Oversee the tax component of client onboarding, including data mapping, form sampling, data queries, and ensuring all documentation is compliant with internal/external standards. Manage the annual process of obtaining updated documentation from clients for expiring forms and treaty statements. Maintain and update the risk and control matrix for tax‑related processes.

Administer the collection of U.S. tax documentation, ensuring compliance with IRS regulations. Escalate issues that may impact tax compliance to the Vice President, Taxation & Estates. Minimum of 5 years experience in tax operations, with strong focus on QI, FATCA, and CRS.

Bachelor’s degree in Accounting,



Finance, or a related field. S. tax reporting requirements, including forms 1099, 1042, 1042‑S. Understanding of dividend and corporate action concepts. Intermediate knowledge of Microsoft Office products, primarily Excel.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest‑quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast‑paced environment that will stretch them to tap into their highest potential.

Training Reimbursement Corporate Discount Program Parental Leave Top–Up Program In addition to base salary, this position is eligible for participation in a bonus program. In addition, the company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education‑related programs, paid holidays and vacation time, and many others. We are focused on building a diverse and inclusive workforce. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.

If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.Mid‑Senior level

📌 Senior Manager, Data Quality Management (Toronto)
🏢 CI Financial
📍 Toronto