Join Questrade Financial Group as a Manager in U.S. Tax Reporting and Cost Basis, where your skills will drive compliance and enhance client satisfaction in financial services.

This role involves acting as the Subject Matter Expert (SME) in U.S. tax reporting while managing a dedicated team. You will lead processes for filing IRS tax documents, ensuring accuracy, and mentoring staff in compliance standards. Your analytical skills will be invaluable in solving complex issues and optimizing our tax reporting functions.

Key Responsibilities:
Lead U.S. tax filing processes, including 1042 and 1099
Oversee tax reporting initiatives with stringent timelines
Audit client documentation to meet regulatory standards
Manage client tax reporting case distribution
Engage in efficiency-driven process improvement

Requirements:
3+ years in client tax reporting, ideally within brokerage
Leadership experience in tax-related roles preferred
Deep knowledge of withholding certificates and QI processes
Advanced Excel skills required for data management
Solid focus on delivering positive client experiences

Shape the future of tax reporting and compliance at Questrade while fostering an inclusive team culture.

📌 Tax Reporting And Cost Basis Manager Role Ottawa
🏢 Kinvie
📍 Ottawa