Tax Specialist

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Tax Specialist

role at

CI Financial .

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are currently recruiting for a Tax Specialist to join our Tax Operations team. You will play an integral part in assisting with the client’s year‑end tax reporting requirements under Canadian and U.S. tax authorities (CRA, MRQ, and IRS).

WHAT YOU WILL DO

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.

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