Direct message the job poster from Options Consulting Solutions CORPORATE TAX ASSISTANT Our client is an investment firm with a history of skillfully navigating the market and providing clients with exceptional service. If you are a proactive and goal-driven tax skilled looking to make your mark and further your career with a strong team, this could be the next step for you! Responsible for reviewing, researching, and analyzing year-end tax files/slips for accuracy and completeness.

Tax slips include T3, T5, T5008, T5013, RL2, RL3, RL15, RL16, RL18, NR4, T4RSP, T4RIF, 1042S, 1042, 1099s, and other customized statements. Perform data validation by sample-checking tax reports against client account/activity information in our internal system. Monthly reconciliation and review of Canadian and U.S. tax withholding and remittance.

Ensure complete and accurate tax slips are distributed to clients and remitted to relevant Tax Authorities (CRA, MRQ, and IRS). Ensure all findings or discrepancies in client data files are escalated, documented, and addressed in a timely manner.



Review client tax documents for QI, FATCA, and CRS.

Support tax package mailouts, slip amendment process, and answering client tax inquiries. Complete various ad-hoc duties & projects within the Tax department. Minimum 3 years of experience in Tax function and/or client tax reporting Familiar with various CRA/MRQ/IRS tax slips Intermediate/advanced knowledge of Microsoft Office products, primarily Excel Strong reconciliation skills Knowledge of the broker-dealer industry an asset Knowledge of FATCA, CRS, and QI tax regimes is an asset Competitive compensation and bonus Office located in downtown Toronto Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.

Full-time Accounting/Auditing, Administrative, and Finance Securities and Commodity Exchanges, Investment Management, and Financial Services

📌 Investment Tax Administrator (Toronto)
🏢 Options Consulting Solutions
📍 Toronto