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
- Robust 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.

📌 Tax Reporting & Cost Basis Manager (Toronto)
🏢 Questrade Financial Group
📍 Toronto