23 Tax Accounting jobs in Canada
Senior Tax & Accounting Analyst
Posted 1 day ago
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Job Description
Salary:
Do you want the opportunity to grow with us in a dynamic, global environment?
Tornatech is seeking a Senior Tax & Accounting Analyst who will play a critical role in managing our global tax compliance while also contributing to accounting and financial reporting.
This hybrid position is ideal for a professional who enjoys both tax compliance and accounting, with approximately70% of the time dedicated to tax responsibilities and 30% to accounting and month-end support.
Working Conditions
- Flexible work schedule (day shift).
- Hybrid telework environment (most of the team works remotely).
- Comprehensive benefits package (group insurance, retirement plan, personal leave, paid holiday shutdown).
- Modern, bright plant (opened in 2018).
- Active social committee and workplace perks (BBQs, events, contests, and more).
Key Responsibilities
Tax Compliance & Planning (70%)
- Act as the corporate reference for sales and use tax compliance across all jurisdictions where the corporation operates (Canada, USA, Belgium, UAE, Singapore).
- Develop and manage processes to ensure compliance in all jurisdictions, with deeper expertise in Canadian and U.S. regulations.
- Prepare and manage monthly, quarterly, and annual indirect tax filings (GST/HST, U.S. sales tax, VAT), including payments and supporting documentation.
- Maintain proper registration in jurisdictions where applicable and ensure resale certificates are up to date.
- Conduct annual reviews of tax compliance requirements with external consultants and present findings to the Corporate Controller and CFO.
- Monitor evolving sales tax thresholds and regulations, and update processes to ensure compliance.
- Assess global tax compliance risks, recommend improvements to internal procedures, and support audit and financial reporting teams with tax-related disclosures.
- Oversee intercompany charges, ensuring compliance with transfer pricing regulations and agreements.
- Coordinate with external advisors for annual transfer pricing reports and ensure compliance with international standards.
- Collaborate with IT/ERP and accounting teams to ensure system data integrity and support automation of tax processes.
Accounting & Financial Reporting (30%)
- Assist with the preparation of financial statements (consolidated and standalone).
- Support month-end close activities, including journal entries, account reconciliations, and variance analysis.
- Provide support in the annual audit process and coordinate with external auditors.
- Assist in developing reports for management and regulatory bodies.
- Support budgeting and forecasting processes as needed.
- Participate in projects such as ERP implementations and process improvement initiatives.
Qualifications
- CPA designation (Canada, U.S., or equivalent) strongly preferred.
- 56 years of progressive hands-on experience in tax and accounting, with a specialization in indirect taxes.
- Strong working knowledge of Canadian and U.S. sales/use tax, including multi-state filings.
- Exposure to international tax compliance (Belgium, UAE, Singapore) and transfer pricing is an asset.
- Bachelors degree in Accounting, Finance, or related field required.
- Bilingual in French and English (spoken and written) strongly preferred.
Skills
- Strong analytical and technical knowledge of tax and accounting principles.
- Excellent organizational, communication, and project management skills.
- Ability to work independently and thrive in a fast-paced, global environment.
- Comfortable explaining complex tax concepts to both finance and non-finance stakeholders.
- Experience with indirect tax automation tools (Avalara or similar) considered an asset.
Manager, Tax and Compliance
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OVERVIEW:
Reporting to the Controller - Commercial, the Manager, Tax and Compliance will provide support to ensure accurate and timely tax compliance reporting for MacEwen Petroleum and related companies.
This is a full-time, permanent role based in Maxville, Ontario.
RESPONSIBILITIES:
- Preparing returns and analysis, and documentation for all direct and indirect taxes for MacEwen Petroleum Inc. and related companies.
- Partnering with business departments to define measure, analyze, and improve controls, reports, and tax-related processes.
- Tax accounts for financial reporting purposes to ensure activity and balances are reconciled and appropriately reflect the Company’s tax position and status.
- Proactively and effectively supporting the management of tax audits and assessments by performing technical analysis and gathering documentation in support of the audit process.
- Maintaining and monitoring a tax compliance calendar to ensure all returns are filed in a timely manner.
- Ensuring that all necessary tax licenses are up to date.
- Gathering and preparing necessary documents and liaising with external service providers to prepare all corporate tax and information returns.
- Consistently monitoring and evaluating the internal processes and guidelines to ensure efficiency and providing recommendations on optimizing and automating the tax function while minimizing tax risks.
- Assisting with any tax matters associated with enterprise initiatives, business transactions and tax projects.
- Ensuring that procedural documentation is up-to-date and easily followed.
- Preparing estimates and monitor tax payments/refunds to assist the Treasury Group with short and long-term cash tax forecasts.
- Participating in special projects/performing technical research as assigned by management.
- Staying up to date on developments in Canadian tax law that impact the company.
- Creation of internal audit queries that will ensure all customers are setup accordingly.
- Other related duties as required or assigned.
EDUCATION & SPECIALIZED KNOWLEDGE:
- Post-secondary diploma in Accounting, Finance or Business is required.
- 3-5+ years of accounting experience, preferably including working with tax (asset if international organizations operating in multiple jurisdictions).
- Sound knowledge of Canadian GAAP practices and applications.
- Experience working with external auditors and government auditors.
- Establish strong cross-functional working relationships with business units including Legal, Operations, Accounting, Business Development, Human Resources and Treasury to ensure tax risks are proactively identified and managed.
- Excellence in leveraging technology to add value and simplify processes is required.
- Team player who will partner in the process.
- Strong professional communication ability (verbal and written) for a variety of audiences.
- Proven technical, analytical and problem-solving skills.
- Proactive, self-starter with a commitment to continuous improvement.
- Demonstrable and exceptional attention to detail.
- Highly organized and able to meet tight deadlines.
ASSETS:
- Experience in the Petroleum industry.
- Bilingual in both English and French.
- Knowledge of SQL queries. (Preferably complex).
- Experience in using Power BI and/or Tableau in connection with SQL.
- Certified/Chartered Professional Accountant (CPA/CA) designation or close to completion.
WHY JOIN THE MACEWEN TEAM?
- Learn and collaborate with the best in the industry.
- Supportive colleagues and leaders who are passionate about providing exceptional service.
- Competitive compensation package.
- 3 weeks vacation to start.
- Complete benefits program including health, medical, dental, and life insurance.
- RRSP plan with Company match from day one.
- “The perks” include employee gym membership reimbursement, discounts on motor fuels at our service stations, and purchases of equipment and heating oil.
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OUR CORE VALUES:
It is important to us that when you consider a new opportunity, you understand a little about the company, its history, and its values. It is important to us that our values fit with yours, then everyone wins. Our Core Values are the cornerstone of who we are as a company, and what we value. We hope that our Core Values speak to you and what you value.
- Customers First - We exist, first and foremost to serve our customers. They must be at the heart of all the decisions we make.
- Long-Term Focused - We value long-term success over short-term gains.
- Respect Each Other - Each person with whom we work, communicate, and do business is valued and treated with dignity and respect.
- Do The Right Thing - We stand by our word and do what's right.
- Own It - We are encouraged to be entrepreneurial and make decisions as if the business were our own.
- Ever Evolving - We embrace positive change and always seek to improve.
MacEwen is a Canadian-owned and operated fuel and convenience provider that has successfully built and sustained customer relationships in Ontario and Quebec for over 48 years.
MacEwen is recognized as one of Canada's leading independent petroleum and convenience store companies with over 150 retail locations, 16 Divisional Offices, and two distribution centers with identified brands such as Quickie, County Line, Jutzi, MacEwen and Esso.
The Company's continuing success is based on each one of our 315 employees living our core values. First and foremost is our commitment to taking care of our customers.
Before an offer of employment is extended, a minimum of two business references will be required and candidates must complete pre-employment testing which comprises a criminal record check.
Please notify Human Resources if you wish to receive this job posting in a different format or require any other accommodations during the recruitment process.
We are an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
This posting is for a vacant position.
Tax Specialist
Posted 1 day ago
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Job Description
Salary:
Explore a career opportunity that deserves your attention!
At Tornatech, our mission is to save lives.
Tornatech is a global leader in the design and manufacturing of fire pump controllers with a strong international presence. From our sales offices in the United States to our production facilities in Belgium and Dubai, our products help safeguard lives in some of the world's most prestigious buildings such as Palm Jumeirah in Dubai and Apple Park in California.
Reporting to the Corporate Controller, the employee will support the Corporate Controller in preparing and managing the process over the companys global tax compliance and obligations where the corporation operates (Canada, USA, Belgium, UAE and Singapore).
Benefits
Flexible work schedule (day shift);
Teleworking (hybrid solution most of the team works from home);
New plant since 2018; modern and bright;
Paid vacation during the holiday season;
Very active social committee (go-kart, BBQ, corn maze, bowling, draws, gifts and more);
Micromarket service with quality products and free coffee.
Tasks and responsibilities
Use and Sales Tax Compliance & Reporting
- Develop an internal expertise to become the corporate reference in Use and Sales tax compliance for all jurisdiction where the corporation operates with a more in dept knowledge for Canadian and US regulations;
- Develop a global process to ensure compliance in all jurisdictions;
- Develop tools, reports to measure regulation metrics and documentation supporting compliance;
- Prepare and manage process over the monthly, quarterly, and annual indirect tax filings , payments (e.g., GST/HST, U.S. sales tax, VAT) and ensuring preparation of required documentation, filling such as resale certificates with local internal support;
- Ensure proper registration in jurisdiction where applicable;
- Perform and annual review with the support of external consultant of Use and Sales tax of the applicable regulations to ensure proper requirements are filled and to present to corporate controller and CFO.
Tax Planning & Risk Management
- Develop a process to periodically update and monitor sales tax thresholds and ensure compliance with evolving tax rules;
- Develop reports to assess, analyse regulation metrics and recommend proper measure to comply the findings of the recent sales tax exposure study;
- Assess global tax compliance risks and recommend improvements to internal tax procedures.
Technology & Process Improvement
- Optimize and standardize indirect tax compliance processes globally;
- Assess, recommend and implement process automation tools reducing risk exposure and to gain efficiency;
- Collaborate with IT/ERP and accounting teams to ensure system data integrity for tax reporting.
Documentation & Controls
- Maintain and update the sales tax calendar to ensure timely compliance with all deadlines;
- Support audit and financial reporting teams with tax-related disclosures and documentation;
- Establish and maintain strong internal controls over tax processes and data accuracy.
Global Transfer Pricing & Intercompany transactions
- Develop knowledge and expertise of the applicable regulations in transfer pricing for all applicable legislation;
- Manage monthly intercompany charges in line with established transfer pricing agreements and policy;
- Manage, prepare and present quarterly analysis and recommendations to corporate controller & CFO;
- Coordinate and implement realignment recommendations;
- Provide oversight of the annual transfer pricing review reports in coordination with external advisors;
- Ensure documentation is compliant with local and international transfer pricing rules.
Qualifications
Education & Credentials
- CPA (Canada or U.S.) or equivalent professional designation preferred;
- Additional tax certifications or specialization in U.S. state & local taxes is an asset;
- Bilingual in French and English is strongly preferred.
Experience
- 5 to 6 years of progressive hands-on experience in the field of indirect taxes;
- Strong working knowledge of Canadian and U.S. sales/use tax, with experience handling multi-state filings;
- Proven experience in transfer pricing regulations and process management would be an asset;
- Knowledge of indirect tax automation platforms is an asset. (i.e. Avalara or similar solutions);
- Exposure to international tax compliance in Canada, Belgium, the U.S., and the UAE is advantageous.
Skills
- Strong analytical and technical tax knowledge;
- Excellent organization, communication, project management skills;
- Autonomous, comfortable working in a fast-paced changing global environment with diverse regulatory requirements;
- Ability to communicate complex tax concepts clearly to both finance and non-finance stakeholders.
Tax Specialist
Posted 1 day ago
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Job Description
Tax Specialist
Job description
Our client is a leading Accounting, Tax and Advisory firm with a strong regional and global reach. They are currently in search of a highly experienced Tax Specialist to join their team in Toronto.
Your new role
In this new role you will be involved in a variety of tax files and tax planning engagements assisting clients with various tax matters, providing research and technical support, identifying and handling issues on files, and supporting the marketing initiatives of the practice. Prepare a variety of tax returns (personal, corporate and trust income tax returns, as well as sales tax returns) and information returns (including partnership returns and foreign reporting forms). Assist Partners and Managers with tax planning for a variety of clients that involve domestic and international income tax and sales tax issues. Compile necessary facts, analyze viable options, prepare documentation, and present conclusions in a complete, accurate, organized and professional manner for internal and external client use
What you will need to succeed
To be considered for this position, you must have minimum of 1 years of relevant tax experience. Knowledge of Caseware and TaxPrep will be a bonus. You can work well under pressure, manage priorities, and meet deadlines. You will also have strong teamwork skills, trustworthy, accountable, proactive and a positive work attitude. Excellent organizational skills and with a high level of attention to detail. Energetic, highly motivated, with a desire to learn
What you will get in return
This is a fantastic opportunity for an individual that is looking to grow their career. The role offers and very generous compensation and benefits package. Generous allowance of flex and vacation days. RRSP matching program after completing probation and tremendous career growth opportunities.
What you need to do now
If you are interested in this role, click 'apply now', or call us now at for a confidential discussion.
Tax Specialist
Posted 1 day ago
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Job Description
A specialized advisory firm is seeking a Tax Specialist to join its growing tax team. This is a career-defining opportunity for someone who truly wants to immerse themselves in advanced tax planning and problem-solving, not as a stepping stone, but as a long-term professional path. You’ll work in an environment where curiosity is encouraged, complexity is the norm, and partners are directly involved in every file.
About the Role
Reporting to the Tax Manager, you will support a variety of Canadian and cross-border tax planning projects for entrepreneurs, high-net-worth individuals, and privately held businesses. The work is highly technical, fast-paced, and non-repetitive requiring adaptability, analytical thinking, and a genuine interest in solving challenging tax issues.
What You’ll Do
- Contribute to the delivery of complex tax planning and structuring projects.
- Perform detailed research and prepare clear, well-organized technical summaries on domestic and international tax topics.
- Assist in designing tax-efficient solutions for a variety of entities, including corporations, trusts, and partnerships.
- Take part in client meetings and strategic planning sessions.
- Work closely with senior team members to address technical issues and regulatory matters.
- A professional accounting designation (or equivalent) with 1–3 years of focused tax experience.
- Solid understanding of Canadian tax fundamentals.
- Genuine interest in building a career in tax advisory.
- Strong analytical skills, adaptability, and the ability to manage multiple priorities.
- Excellent communication skills and a team-oriented approach.
You’ll gain hands-on exposure to high-level tax planning from day one, with mentorship from experienced practitioners and access to diverse, challenging projects. This is a supportive, knowledge-driven environment where your curiosity will be valued and your skills will develop quickly.
Senior Tax Specialist
Posted 8 days ago
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**The Opportunity**
Are you looking for a caring, collaborative, values-driven workplace with inspiring teammates and leaders? Do you have the ambition and desire to be the best and thrive at the most impactful global insurance provider in the world? Look no further than Zurich Canada.
If you have experience in corporate tax, premium tax, and commodity tax and are looking for a new challenge, we would love to hear from you.
Zurich Canada is currently looking for a Senior Tax Specialist to who can demonstrate proficiency in accounting, technical analysis, and analytical skills. The candidate must exhibit the capacity to comprehend complex instructions and guidance alongside excellent verbal and written communication abilities. Organizational skills are essential for effectively prioritizing tasks and meeting stringent deadlines.
Reporting to the Vice President, Tax Director, you will manage tax filings, ensure compliance, conduct analyses, and provide support during audits. In this role, you will add value to our tax team by working collaboratively and applying your specialized knowledge and experience.
This is a unique opportunity to build your knowledge and experience for the future in a supportive environment where your voice matters.
This is a hybrid work opportunity.
**What you will do - **
- Preparation of federal GST/HST returns and provincial sales tax returns.
- Preparation of premium/fire tax returns.
- Assist with preparation of Federal and provincial corporate income tax returns.
- Preparation of quarterly income tax provision calculations.
- Assist with other tax compliance tasks including tax instalments, and account reconciliations.
- Provide support in internal and external audits, including various other tax issues, assessments, and inquiries.
**Job Qualifications**
**What you bring to the table -**
**Required:**
- Bachelors Degree 4 or more years of experience in the Corporate Tax area or accounting.
OR
- High School Diploma or Equivalent and 6 or more years of experience in the Corporate Tax area or accounting.
OR
- Zurich Certified Insurance Apprentice, including an Associate Degree and 4 or more years of experience in the Coproate Tax area or accouting.
AND
- Experience in income tax
- Statutory accounting knowledge.
**Preferred:**
- Knowledge of federal and provincial sale tax legislations and regulations
- Knowledge of the federal and provincial income tax legislation and regulations
- Working knowledge of the insurance industry and the unique rules associated with accounting and tax reporting
- Undergraduate degree in a financial discipline or related field, or an equivalent combination of education and experience
- CPA Certification or enrolled in the program
- Tax internship and/or professional experience in public or corporate accounting
- Strong spreadsheet skills
- Excellent interpersonal and communication skills
**Our Culture**
At Zurich, we are proud of our culture. We are passionate about Diversity, Inclusion, Equity and Belonging (DIEB). We want you to bring your whole self to work, and we want our employees to be reflective of the communities in which we live and work. Our DIEB initiatives are creating an environment where everyone feels welcome.
We have a collaborative culture where diversity of thought is valued. We value your input and strive to give our employees the tools they need to make an impact.
We care about our employees' well-being and offer a comprehensive health/benefits plan with varying levels of coverage to suit your specific needs and a competitive total compensation package.
We understand how important it is to rest, recharge and do the things you love. At Zurich, all employees receive a minimum of four weeks of vacation per year to do just that.
We also understand that employees require time off for personal reasons. Maybe you have an appointment during a workday, a cultural or religious holiday you would like to observe, or you need time off to focus on your mental health. Zurich employees receive four personal days per year to be used at their discretion.
We are committed to continuous improvement, and offer access to a comprehensive range of training and development opportunities.
We care about our communities. Our communities are where our customers, people, and shareholders live and work. While we can be proud of the contribution to society Zurich makes through our core business of insurance, we must also give back to our communities through our talent, time and resources.
We have won numerous awards for our workplace culture. We are proud to be one of Greater Toronto's Top Employers and to have received Insurance Business Canada's 5-Star Diversity, Equity and Inclusion Award.
**Make a difference. Be challenged. Be inspired. Be supported. Love what you do. Work for us. **
**About Us**
Zurich Canada is part of the Zurich Insurance Group, a multi-line insurer with approximately 55,000 employees worldwide serving customers in global and local markets. Zurich Canada has been a leading insurance provider serving mid-sized and large companies, including multinational corporations, in the Canadian commercial market for 100 years. With over 500 employees in offices across the country, Zurich offers the global strength of a top insurance provider combined with in-depth knowledge of industries and local markets. Zurich Canada aspires to be risk management professionals' first choice as their premier partner to help meet the risk challenges of today and tomorrow. Read more at .
A future with Zurich
Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 148 years of experience managing risk and supporting resilience. We are a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. Today, we serve more than 25 industries, from agriculture to technology and insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, Zurich strives to provide ongoing career development opportunities and foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our people, our customers and the communities we serve.
As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich is committed to providing a diverse, inclusive and barrier-free environment resulting in an accessible organization for employees, customers, and other parties who interact with, or on behalf of, Zurich. We strive to achieve a workplace free of discrimination of all forms, including discrimination on the basis of physical or mental disability, or medical condition. If you are interested in a job opportunity, please advise if you require an accommodation, so we can work with you to provide a more accessible process.
Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich Canadian Holdings Limited. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.
Only applicable for Canada: For Zurich Canada's commitment to diversity and accessibility pleaseclick here ( .If you would prefer to not receive future electronic messages from Zurich Insurance Company Ltd's recruitment management system, please email **your request to have your job profile deleted from the system** by clickinghere ( ) . Zurich Insurance Company Ltd 100 King St., W., Suite 5500, Toronto, ON, M5X 1C9. Disability / Veterans
Senior Tax Specialist
Posted 1 day ago
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Job Description
Salary:
Job Title: Senior Tax Specialist
Location: Toronto Office, Hybrid
Join Fuller Landau:
Youll be part of a collaborative team that supports your success and welcomes your ideas and ambition. Our professional commitment is also personal.
Your opportunity
The Senior Tax Specialist will work on a variety of tax files and provide technical support to team
members and clients of Canadian taxation.
Your major responsibilities
- Review personal, corporate and trust income tax returns as well as partnership information
returns - Prepare a variety of complex tax returns (personal, corporate and trust income tax returns,
as well as sales tax returns) and information returns (including partnership returns and
foreign reporting forms) - Perform income tax and sales tax research for internal and external client needs
- Correspond and engage in discussions with various tax authorities
- Compile necessary facts, analyze viable options, prepare documentation, and present
conclusions in a complete, accurate, organized and professional manner for internal and
external client use - Assist Partners and Managers with tax planning for a variety of clients that involve domestic
and international income tax and sales tax issues - Assist with training of junior members in the Tax Department
What we look for
- Minimum of two years of experience in a tax position
- Successfully passed the CFE and is in the process of obtaining a CPA designation
University degree with a specialization in accounting - Knowledge of CaseWare and TaxPrep is an asset
- Proficient in Microsoft Office (Outlook, Excel and Word)
- Excellent written and verbal communication
- Excellent organizational skills with a high attention to detail
- Demonstrated team building skills
What we offer
- A competitive compensation package, including an annual performance-based bonus
- Balance your work and personal life through flexible hours and hybrid working
- Additional paid time off during the summer
- A comprehensible and competitive group RRSP and Benefits plan
- Commitment to your career development with clearly defined career roadmaps
- Mentorship and support to any team member pursuing their CPA designation
- Rigorous and ongoing training thats customized to your interests, as well as extensive ongoing education to keep you up to date on the latest industry information
- Various committees to celebrate and support the interests of our team members, including our Fun Committee and Process Improvement Committee
- A weekly on-site massage therapist and healthy snacks during busy season
- An opportunity to give back to the community through our very own Fuller Giving Foundation
About Fuller Landau
We are an accounting, tax, and advisory firm with a team of over 150 people.
Our clients are leaders of private businesses, high net worth families, and the advisors who serve them.
Youll be a part of a collaborative team that supports your success and welcomes your ideas and ambition.
Diversity, Equity, and Inclusion
Fuller Landau is proud to be an equal opportunity employer where differences are valued and celebrated. We believe that fostering an inclusive environment allows our team to reach their full potential by enabling you to bring your true-self to work. We encourage you to apply if this role excites you.
Fuller Landau is committed to breaking down barriers and welcoming people with disabilities. If you require any accommodations throughout the recruitment process, let us know how we can help!
How to Apply
If you are interested in this position, apply online at -the-team/
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Tax Specialist, Client Tax Documentation
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Description
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 seeking a dedicated and detailed oriented Tax Specialist to focus on managing client tax documentation and compliance under global tax regimes, including Qualified Intermediary (QI), Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS). This role will support the Senior Manager, U.S. Tax Operations, in ensuring all client documentation is compliant with regulatory requirements. The ideal candidate will have strong knowledge of tax documentation processes and global tax regulations, with a focus on accuracy and efficiency.
WHAT YOU WILL DO
- Review and spot-check client tax documentation (such as W-8BEN, W-8BENE, W-8IMY, W-9, and self-certification forms) to ensure compliance with QI, FATCA, and CRS requirements.
Monitor and maintain up-to-date client tax records, ensuring that all documentation is complete, accurate, and current.
Coordinate the solicitation, collection, and validation of U.S. tax forms, ensuring documentation is in line with all IRS/CRA regulations.
Administer the process for updating expiring forms and treaty statements to ensure continuous compliance.
Escalate incomplete or non-compliant documentation to the Senior Manager and collaborate on corrective actions.
Assist in the preparation and submission of tax reports related to QI, FATCA, and CRS obligations.
Participate in the annual client onboarding process by validating tax documentation and ensuring that all necessary information is captured in the system.
Help coordinate responses to inquiries regarding tax documentation and reporting from internal stakeholders and clients.
Stay updated on changes to tax laws and regulations impacting QI, FATCA, and CRS documentation and assist in integrating these changes into the organization’s processes.
Respond to client inquiries about tax documentation, providing clear explanations and guidance on requirements under multiple tax regimes.
Collaborate with the senior manager to organize and deliver internal training sessions on tax documentation procedures and compliance best practices.
Liaise with relevant parties on projects and provide specific knowledge of tax documentation requirements.
Perform data validation and process review of current reports and develop enhancements where necessary.
Ensure all findings or discrepancies in client documentation are escalated, documented, and addressed in a timely manner.
Support the Tax team in tax package mailouts, slip amendment process, and answering client tax inquiries during peak periods of tax season.
Complete various ad-hoc duties & projects within the Tax department.
WHAT YOU WILL BRING
- Minimum of 3 years of experience in tax function with a focus on QI, FATCA, and CRS
- Completion of a post-secondary program
- Strong understanding of tax documentation, including US. Tax forms such as W-8BEN, W-8BEN-E, W-8IMY, W-9, and self-certification forms.
- Intermediate knowledge of Microsoft Office products, primarily Excel and Access
- Strong analysis and reconciliation skills
- Excellent attention to detail and ability to manage large volumes of documentation efficiently.
- Knowledge of the broker-dealer industry is an asset
- Strong organizational, time management, and communication skills
- Capable of working independently and as part of a team
- Overtime may be required during peak periods of the tax season (Jan-Apr)
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Share Purchase Program (ESPP)
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top–Up Program
Fitness Membership Discounts
Paid Volunteer Days
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Entry Level Accountant & Income Tax Specialist
Posted 1 day ago
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Job Description
Job Posting: Entry-Level Accountant & Income Tax Specialist
Location: Surrey, BC
Our client, a well-established company that has been in business for decades, is seeking two motivated professionals to join their growing team. These are full-time positions offering competitive compensation, full benefits, and the opportunity to build your career in a supportive and rewarding environment.
1. Entry-Level Accounting PositionResponsibilities:
- Perform day-to-day accounting tasks including data entry, reconciliations, and account maintenance
Assist with preparation of financial statements and reports
Support senior accounting staff as needed
Qualifications:
Diploma or coursework in Accounting, Finance, or related field an asset
Strong attention to detail and willingness to learn
Proficiency with Microsoft Office (Excel, Word)
Must be able to communicate in English verbally and with written documentation
Responsibilities:
Prepare and file personal income tax returns
Ensure compliance with tax regulations and deadlines
- Communicate with clients regarding their tax requirements and documentation
Qualifications:
- Previous experience in income tax preparation (personal and/or corporate)
Solid understanding of CRA requirements and processes
Strong organizational and communication skills
Competitive salary and comprehensive benefits package
Stable and reputable company with decades of success
Supportive, team-oriented workplace
Opportunities to learn, grow, and develop professionally