Company InformationCIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.Job Number: J0726-0270 Category: Financial Reporting and Tax Employment Type: Contract City: Toronto Posting Date: September 9, 2026 Closing Date: September 23, 2026Company InformationCIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn excellent ideas into actions.We're always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day,



visit www.Cibcmellon.Com/experience.Position OverviewActs as a senior subject matter and systems resource and point of contact for escalated issues on a team of Tax Specialists in the Tax Reporting group.ResponsibilitiesPerforms more complex tax remittance and reporting services, ensuring compliance with policies, procedures, audit and tax regulatory requirementsActs as the point of contact team members in dealing with problem resolution and delegation/escalation of client requests and issues; acts as primary technical resource, supporting team on systems inquiries and issuesPerforms or assists team members with suspense account reconciliations, clearance of reconciling items, research of out of balance positions and tax discrepancies, issuance and resolution of claims/tax reclaims and reconciliation of NRA and backup withholding taxes relating to U.S. source incomeValidates and verifies taxes withheld on income against tax liability owed to tax authorities, accuracy of tax portion of monthly portfolio interest allocation and file extracts for issuance of income tax forms to client recipients, ensure remittance and filings with applicable jurisdictional agency (i.E., CRA, Revenue Quebec, IRS, etc.)Supplies relevant information in response to requests from internal CIBC Mellon Departments and external clients/client representatives regarding operational tax related activity,



as well as maintaining up to date source documentation and related information for access and referenceSupports group management in quantifying team productivity, identifying potential procedural improvements, and ensuring quality control processes are in place and functioningQualificationsUniversity or College degree or equivalent training with a focus on business, finance or accounting.3 to 5 years progressive experience in the securities industryExperience/ knowledge of GSS and/or Trust regulatory tax reportingKnowledge of CMS and/or Link 4Trust industry courses and/or Canadian Securities Course,Demonstrated leadership abilityCIBC Mellon's ValuesGet it Right Every Day: Deliver service excellence while always acting with the highest ethical standardsPut Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forwardBe One Family: Challenge, empower and recognize your colleaguesTake Ownership: Speak up, speak out, and make things betterJob Specific CompetenciesThe salary band for this position ranges between $60,000 - $91,000.Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity.Please note, our recruitment process may include the use of AI-assisted tools.This posting is for an existing vacancy.CIBC Mellon is committed to taking all reasonable steps to accommodate the needs of all individuals. Should you require any accommodations during the recruitment and selection process, please speak with your Recruitment Consultant.

📌 Tax Reporting Analyst (Toronto)
🏢 CIBC Mellon
📍 Toronto