Shape financial reporting strategies as a Senior Analyst, U.S. Tax Reporting with Questrade Financial Group. Leverage your expertise in client tax reporting and compliance in a hybrid work environment.

We are seeking a detail-oriented Senior Analyst to manage U.S. tax reporting at Questrade. The ideal candidate has a strong understanding of U.S. regulations, with at least two years of relevant experience in tax reporting. You will be responsible for analyzing client documents, ensuring accurate remittance, and monitoring evolving regulations, all while collaborating with a diverse team.

Key Responsibilities:

- Ensure compliance with U.S. and Canadian tax regulations
- Analyze client documentation for tax residency assessment




- Prepare payment requests for withholding tax remittances
- Reconcile tax accounts and respond to related queries
- Research changes to QI regulations for reporting accuracy Requirements:
- 2+ years in tax reporting focused on U.S. regulations
- Experience with U.S. client tax reporting obligations
- Familiarity with securities types and corporate actions
- Solid knowledge of Excel or Google Sheets
- Post-secondary education in Finance or Economics Bring your analytical skills and tax expertise to ensure precision in U.S. tax reporting at Questrade.

📌 Senior U.S. Tax Analyst at Questrade (Toronto)
🏢 Questrade Financial Group
📍 Toronto