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Tax Reporting Analyst at Questrade

Company

Questrade Financial Group

Location

toronto, on

Type

Full-time

Enhance Canadian and US tax compliance as a Tax Reporting Analyst with Questrade. This hybrid role focuses on client residency checks and tax slip preparation.

Join Questrade's Tax Operations team as a Tax Reporting Analyst. In this role, you will ensure compliance with CRA, MRQ, and IRS regulations while managing the complete tax reporting process. You'll verify client details, issue tax slips, and tackle inquiries, all within a diverse and innovative environment.

Key Responsibilities:
• Verify client residency and classify securities
• Prepare and coordinate tax remittance requests
• Generate various tax slips and XML filings
• Respond effectively to tax-related inquiries
• Collaborate on process improvement initiatives

Requirements:
• Post-secondary education in Finance or similar
• 2+ years in Tax Reporting or finance
• Experience with securities taxation is essential
• Advanced Excel or Go...

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