Become a key player in U.S. Tax Reporting and Cost Basis at Questrade Financial Group. Use your expertise to enhance processes and ensure compliance across client tax reporting.

As a Manager, you will lead a team responsible for U.S. tax obligations and serve as the Subject Matter Expert (SME). You'll oversee filing processes, manage client tax reporting, and resolve complex issues effectively. Collaborate with various departments to promote efficiency while maintaining high standards of accuracy.

Key Responsibilities:
• Ensure compliance with IRS tax slips (1042, 1099)
• Direct team efforts in client tax reporting
• Review XML filings and manage account reconciliation
• Lead discussions on securities classification
• Maintain knowledge of various additional tax slips

Requirements:
• Minimum 3 years in client tax reporting, brokerage preferred
• People management experience in a similar role
• Solid understanding of FATCA and CRS requirements
• Proficiency in Excel and data management tools
• Excellent problem-solving and analytical skills

Join Questrade and leverage your tax expertise to deliver superior client experiences.
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📌 U.S. Tax Reporting Manager at Questrade (Manitoba)
🏢 Kinvie
📍 Manitoba