Transform tax compliance at Questrade as a Senior Analyst, U.S. Tax Reporting. Utilize your analytical prowess to navigate complex regulations and contribute to financial success.

Questrade Financial Group is searching for an experienced Senior Analyst to enhance our U.S. tax reporting processes. The role requires a strong foundation in U.S. tax law, including classification of securities and accurate income reporting. You'll perform compliance checks, support reporting functions, and research current regulations in a hybrid setting, ensuring we meet regulatory obligations effectively.

Key Responsibilities:
• Conduct periodic compliance checks for tax reporting
• Classify client securities and determine tax residency




• Coordinate withholding tax payment requests
• Analyze and reconcile tax-related accounts
• Monitor and research evolving QI regulations

Requirements:
• Minimum of 2 years in a tax reporting role
• Proficient in U.S. client tax reporting requirements
• Knowledge of financial services operations
• High proficiency in Excel or Google Sheets
• Relevant post-secondary education

Leverage your expertise to drive compliance and innovation in U.S. tax reporting at Questrade.
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📌 U.S. Tax Reporting Analyst at Questrade (Ontario)
🏢 Questrade Financial Group
📍 Ontario