Shape U.S. tax processes at Questrade Financial Group. Lead compliance and continuous improvement in client tax reporting and cost basis management with a focus on IRS standards.
Questrade is hiring a Manager for U.S. Tax Reporting and Cost Basis. In this pivotal role, you will oversee IRS compliance, manage tax-related processes, and ensure the accurate reporting of client information. Your leadership will enhance team efficiency and shape customer experiences positively.
Key Responsibilities:
• Oversee client tax reporting and classification accuracy
• Ensure timely payment remittance to the IRS
• Conduct audits to ensure compliance with FATCA and QI requirements
• Facilitate training and team development for tax reporting
• Collaborate on projects affecting cross-functional teams
Requirements:
• 3+ years in tax reporting, especially in brokerage
• 1+ years in a leadership capacity preferred
• Solid understanding of U.S. tax regulations and compliance
• Advanced Excel skills and database proficiency
• Familiarity with tax filing systems, such as Broadridge
Channel your knowledge of tax regulations and client reporting to elevate Questrade’s financial services.
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