Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure. At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services.

The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work. Paid vacation, personal, and sick days for work-life balance Work-life balance in a hybrid environment with at least 3 days in office Opportunities to contribute to community causes Tax Reporting & Cost Basis.

Questrade

Inc. has multiple client tax reporting obligations to various regulators, including the Canada Revenue Agency (CRA), Ministère du Revenu du Québec (MRQ), and the Internal Revenue Service (IRS). Tax Reporting and Cost Basis to lead and monitor daily team activities, ensuring that timeliness, accuracy, and a positive customer experience remain front and center. S. taxation (specifically IRS 1042 and 1099 reporting for Canadian non-registered accounts) and adjusted cost basis (ACB) for securities.

You will review processes affecting client tax reporting, resolve complex client issues, and drive continuous improvement. Additionally, you will assist the Senior Manager in scoping project requirements, managing process documentation, and conducting user acceptance testing for system changes.

Tax Reporting





Act as the firm's SME with expert knowledge in preparing and filing 1099 and 1042 tax slips with the IRS. S. client tax reporting. Prepare and monitor XML filings and manage the reconciliation of internal tax remittance accounts with respective regulatory bodies.

Lead discussions to guarantee the accurate classification of securities and income for tax reporting. Conduct audits of client documentation to strictly meet Qualified Intermediary (QI), FATCA, and CRS 2.0 requirements. Ensure accurate cost basis information is consistently reflected in all client accounts.

Demonstrate a comprehensive understanding of client-level cost basis calculations across all transaction types (buys, sells, corporate actions). ACB per share, including the effects of transfers-in, adjustments, and corporate actions (e.g., Manage the distribution of client tax reporting cases, ensuring timely resolution and providing recommendations for complex issues. Maintain the team by recruiting, training, and coaching employees, while creating personal growth opportunities in a collaborative work environment.

Schedule weekly team meetings, conduct performance appraisals, and communicate clear job expectations. Lead process improvement initiatives, collaborating with peers and department heads to implement efficiencies affecting cross-functional teams.



Coordinate internal resources for department-wide projects alongside Tax Managers, Project Managers, and Business Analysts.

University or post-graduate degree Tax related courses, or industry designations such as CSC, CPA would be an asset Work experience ~3+ years experience in client tax reporting, ideally within the brokerage industry ~1+ years of experience in people leadership role strongly preferred, ideally with client tax reporting S. client tax reporting and filing processes (specifically 1042 and 1099). Proficiency with book of records, back-office operational systems, and database queries (e.g., SQL, Microsoft Access).

Advanced

Excel skills required for managing large datasets. Knowledge of Broadridge BPS and Tax Form Plus systems, as well as Google Suite, is an asset. Robust analytical, research, and problem-solving skills tailored for managing complex financial data. Self-motivated with a continuous improvement mindset and the ability to inspire others. CPA tax courses It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.

At Questrade Financial

Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence but for those who build their career with us.

Questrade Financial

Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening.

📌 Financial Reporting and Tax Manager (Toronto)
🏢 Questrade Financial Group
📍 Toronto