5700 Yonge St, North York, ON M2M 4K2, Canada

Job Description

Posted Tuesday, September 1, 2026 at 6:00 AM

Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.

At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.

Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.

What’s in it for you as an employee of QFG?

- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Work-life balance in a hybrid environment with at least 3 days in office
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative workplace

This job posting is for an existing vacancy.

We’re looking for our next Manager, U.S. Tax Reporting & Cost Basis. Could It Be You?

Questrade Inc. has multiple client tax reporting obligations to various regulators, including the Canada Revenue Agency (CRA),



Ministère du Revenu du Québec (MRQ), and the Internal Revenue Service (IRS). We are seeking a Manager, U.S. Tax Reporting and Cost Basis to lead and monitor daily team activities, ensuring that timeliness, accuracy, and a positive customer experience remain front and center.

The ideal candidate will be our Subject Matter Expert (SME) on U.S. taxation (specifically IRS 1042 and 1099 reporting for Canadian non-registered accounts) and adjusted cost basis (ACB) for securities. You will review processes affecting client tax reporting, resolve complex client issues, and drive continuous improvement. Additionally, you will assist the Senior Manager in scoping project requirements, managing process documentation, and conducting user acceptance testing for system changes.

Tax Reporting

Act as the firm's SME with expert knowledge in preparing and filing 1099 and 1042 tax slips with the IRS.

Lead and monitor periodic and ad-hoc activities to ensure successful Canadian and U.S. client tax reporting.

Prepare and monitor XML filings and manage the reconciliation of internal tax remittance accounts with respective regulatory bodies.

Lead discussions to guarantee the accurate classification of securities and income for tax reporting.

Ensure timely remittance of payments to the IRS,



and assist management as a key point of contact with the IRS.

Conduct audits of client documentation to strictly meet Qualified Intermediary (QI), FATCA, and CRS 2.0 requirements.

Maintain general knowledge in the preparation of additional slips such as T5, T3, T5013, NR4, T5008, T1135, Realized Gain/Loss reports, and K-1s.

Cost Basis

Ensure accurate cost basis information is consistently reflected in all client accounts.

Review complex reorganization and entitlement events to accurately determine taxable/non-taxable treatment and resulting cost basis.

Demonstrate a comprehensive understanding of client-level cost basis calculations across all transaction types (buys, sells, corporate actions).

Manage and track ACB vs. ACB per share, including the effects of transfers-in, adjustments, and corporate actions (e.g., dividends, splits) on transaction-level cost basis.

General

Manage the distribution of client tax reporting cases, ensuring timely resolution and providing recommendations for complex issues.

Maintain the team by recruiting, training, and coaching employees, while creating personal growth opportunities in a collaborative work environment.

Schedule weekly team meetings, conduct performance appraisals, and communicate clear job expectations.

Lead process improvement initiatives, collaborating with peers and department heads to implement efficiencies affecting cross-functional teams.

Oversee applicable outside service providers to ensure all Service Level Agreements (SLAs) are met.

Coordinate internal resources for department-wide projects alongside Tax Managers, Project Managers, and Business Analysts.

So are YOU our

📌 Supervisor, U.S. Tax Reporting (Canada)
🏢 Kinvie
📍 Canada