Lead U.S. tax reporting efforts at Questrade Financial Group. Become the Subject Matter Expert in IRS reporting, ACB, and client tax documentation in a hybrid work workplace.

Questrade

Inc. seeks a Manager for U.S. Tax Reporting and Cost Basis.

Your role involves overseeing daily team activities focused on IRS 1042 and 1099 reporting for Canadian accounts. You’ll also drive continuous improvement and oversee client documentation audits to ensure compliance with regulatory requirements. Key Responsibilities:

- Act as SME for 1099 and 1042 IRS filings
- Prepare and monitor XML tax filings and reconciliations
- Conduct audits to meet Qualified Intermediary and FATCA requirements
- Manage and resolve complex client tax reporting issues
- Lead discussions on accurate income classification Requirements:
- 3+ years in client tax reporting, brokerage experience preferred
- 1+ years in a leadership role with tax reporting focus
- Degree in a relevant field, tax designations preferred
- Proficiency in Excel and SQL for data management
- Knowledge of Broadridge BPS and Tax Form Plus Bring your tax reporting expertise and leadership skills to Questrade and make a significant impact in financial services.

📌 U.S. Tax Reporting Manager at Questrade (Toronto)
🏢 Questrade Financial Group
📍 Toronto