What's in it for you as an employee of QFG?Health & wellbeing resources and programsPaid vacation, personal, and sick days for work-life balanceCompetitive compensation and benefits packagesWork-life balance in a hybrid workplace with at least 3 days in officeCareer growth and development opportunitiesOpportunities to contribute to community causesWork with diverse team members in an inclusive and collaborative environmentThis job posting is for an existing vacancyWe're looking for our next Senior Analyst, Canadian Tax Reporting. Could It Be You?Questrade Inc. has multiple client tax reporting obligations to various tax regulators, including the Canada Revenue Agency (CRA), Ministère du Revenu du Québec (MRQ), and the Internal Revenue Service (IRS). We are looking for a Senior Analyst, U.S. Tax Reporting to play a critical role in ensuring we meet these regulatory obligations.The individual is expected to be the Subject Matter Expert (SME) on Canadian taxation, and act as the central point for client issues. In addition, the individual is expected to review processes and documentation that affects client tax reporting and cost basis to ensure applicability, completeness and accuracy, with a continuous improvement mindset, keeping a positive client experience front and center.Need more details? Keep reading...Tax ReportingLeads and monitors periodic and ad-hoc activities that lead to successful Canadian & US client tax reportingKnowledge in preparing all or some of the following tax slips: T5, T3, T5013, NR4, T5008, T1135, 1099, 1042S, Realized Gain/Loss report, and/or K-1Prepare and monitoring XML filingsEnd to end processing of FATCA/CRSLeads and monitor tax season project plan,



to ensure all regulatory deadlines are met or exceededLeads discussions to ensure accurate classification of securities and income for tax reportingEnsures timely remittance of payments to the CRA, MRQ and/or IRSAssists manager as a point of contact with CRA, MRQ and/or IRSLeads and monitor daily tasks such as security and corporate action research, FX conversions, mail and email monitoring and distributionSupervises the reconciliation of internal tax remittance accounts with tax accounts with each regulatorConducts audits of client documentation to meet QI/FATCA/CRS requirementsAssists with auditsManages distribution of client tax reporting related cases, and ensures timely resolution, providing recommendations for complex issue resolution and appropriate process improvementsAttends industry calls or conferences representing the firm, draft call memos and distribute to internal audienceReviews and coaches team members on complex reorganization and entitlement events to determine taxable or non-taxable treatmentAssists with KPI reports and project status reportingSo are YOU our next Supervisor, Canadian Tax Reporting? You are if you...EducationUniversity or post-graduate degreeTax related courses, or industry designations such as CSC, CPA would be an assetWork Experience3+ years experience in client tax reporting, ideally within the brokerage industry1+ years of experience in people leadership role strongly preferred,



ideally with client tax reportingHard skillsConsidered a SME in Canadian and/or US client tax reporting and filing processes (ideally both)Knowledge of U.S. withholding certificates (e.G., W-9s, W-8s), and Qualified Intermediary requirementsKnowledge of FATCA and CRS reporting requirementsWorking knowledge of dividends, income processing, reorg, registered plansWorking experience with book of records and back-office operational systems and processesKnowledge of Broadridge BPS and TFP systems would be an assetKnowledge of database queries (e.G., SQL), Microsoft Access, and advanced Excel would be an asset; ability to work with large set of dataGoogle Suite experience would be an assetAdditional kudos if you...Excellent written and verbal communication skillsDetail oriented, with the ability to work collaboratively in a fast-paced and deadline driven environmentStrong work ethic with a focus on achieving quality resultsStrong organizational and time management skillsIndependant, self motivated, and the ability to motivate others to exceed expectationsAbility to manage competing priorities effectively, both on a personal and team levelStrong research & problem solving skills, with strong analytical skills to manage large datasetsStrong continuous improvement mindset, and a desire to bring improvements to the table and see them to completionA collaborative and flexible team playerPassionate about delivering a positive client experienceCompensation Information:Base salary range: $ 70,000 - $90,000The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.#LI-Hybrid, #LI-Onsite

📌 Senior Analyst, Canadian Tax Reporting (Toronto)
🏢 Questrade Financial Group
📍 Toronto