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.
Tax Specialist
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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.
Tax Specialist
Posted today
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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.
Senior Tax Specialist
Posted 3 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
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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/
Property Tax Specialist
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Job Description
Salary:
Come join Home Trust Company as an Property Tax Specialist in our Mortgage Servicingteam!
Home Trust Company has developed a track record of success as Canadas leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people. Home Trust is a private company.
FIRST THING WHAT YOU NEED TO SUCCEED?
We are looking for individuals who are dedicated, passionate, and driven to execute with excellence!
WE CARE ABOUT OUR EMPLOYEES WELL-BEING, WHAT WE OFFER:
- Base salary, with yearly incentive performance bonus
- Three (3) weeks of vacation, an additional six (6) flex days (sick or personal) in addition to statutory holidays
- Comprehensive benefit packages, offered through Manulife
- Group Retirement Savings Plan (GRSP) up to 8% contribution program & employer match
- $1000 Employee Referral Program
- Employee Discounts; phone plans, gym membership, Toronto Bike Share and many retailer discounts offered through WorkPerks
- Education Assistance program
ABOUT THE ROLE:
The Property Tax Specialist will be responsible for responding to all property tax related inquires that are received from the Contact Centre and other internal teams such as Residential Underwriting and Mortgage Renewals. The Property Tax Specialist will also process and arrange payments with appropriate municipalities and ensure mortgage customers tax account are maintained in good standing. The Property Tax Specialist will communicate essential payment details to customers, adhering to company policies and customer service standards.
In addition:
- Responsible for the maintenance of mortgage customer tax accounts and the payment of property taxes within due dates for Home Trust's clients across Canada
- Perform monthly review of mortgage accounts with a high deficit or a surplus in the tax account and action accordingly.
- Perform yearly portfolio review of mortgage payment tax component and adjustments.
- Responsible for dealing with inquiries regarding arrears from municipality or client.
- Processing any supplementary tax bills received from a client due to a reassessment of the property.
- Ensure that all notices of a tax sale are dealt within the period allotted to avoid the completion of a tax sale.
- Responsible to archive electronic documents related to the payment of property taxes and client correspondence, ensuring compliance with audit requirements
- Communicate with clients on a regular basis regarding any changes to the tax portion of their mortgage payment.
- Communicate with solicitors/clients regarding any tax arrears that were a result of non-payment at closing.
- Deal with escalated property tax related calls and e-mails from clients and internal business partners within 48 hours
- Incorporate regulatory & compliance requirements into existing business processes and activities
WHAT WE REQUIRE:
- Authorized to work in Canada
- Great communication skills
- Post-secondary degree or diploma, preferably in business management, finance, or related field (university an asset)
- MTAP Certification
- 2 years of experience in the property tax industry or with a municipality
- Solid knowledge of MS Office (especially Word/Excel) and other financial programs
- Experienced in managing property tax payments and working directly with municipalities.
PREREQUISITE: Maintain a positive supportive attitude, help to maintain an inclusive and supportive company culture!
Follow us on LinkedIn: Home Trust Company: My Company | LinkedIn
Tax Manager
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Tax Manager
Employment Type
Permanent
Location
TORONTO, Ontario
Apply SHARE THIS JOBJob Description:
Our high profile publicly traded client is looking for a Tax Manager to join their dynamic team. The Tax Manager is responsible for managing Canadian corporate and mining-related tax compliance, provisioning, and strategic planning across federal and provincial jurisdictions. It includes oversight of income tax filings, specialized mining tax schedules, and regulatory requirements such as Regulation 105 and CRA audits.
Responsibilities of the Tax Manager include, but not limited to:
TMGNY
Job Requirements:
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Tax Analyst
Posted 1 day ago
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Job Description
The role primarily supports the senior analyst with compliance tasks related to both U.S. and international tax matters. This includes assisting with follow-ups on government notices or correspondence from tax authorities. The position also involves general support, such as extracting data from SAP, enabling the senior analyst to focus on analysis. The main focus of the role is supporting tax compliance for Switzerland and Singapore. While prior experience with international tax returns is beneficial, it is not a strict requirement. Canadian tax experience is highly transferable to the tax systems in Singapore and Switzerland, particularly in relation to GST. The most important qualities for this role are a strong willingness to learn, adaptability, and the ability to pick up new concepts quickly.
Responsibilities
+ Obtain data and information from SAP to prepare indirect tax account reconciliations.
+ Prepare indirect tax returns and other indirect tax filings.
+ Prepare and analyze transactional data to identify indirect tax risk.
+ Maintain tax configuration in SAP.
+ Assist with testing SAP (and other) program change requests to ensure tax changes function correctly.
+ Gather documents and prepare schedules to assist with Government indirect tax audits.
Essential Skills
+ Strong accounting skills and business or equivalent University degree with a concentration in accounting.
+ Experience using SAP ERP.
+ Strong computer skills including Microsoft Office (Excel: superior skills required).
+ Strong data analysis and data management experience.
+ Excellent communication, interpersonal, and organizational skills.
+ Ability to work in a fast-paced environment with tight deadlines.
+ Ability to thrive in a performance-focused and results-oriented environment.
Additional Skills & Qualifications
+ SAP Experience.
+ Industry Experience.
+ Accounting Designation.
+ Experience with Audits.
Job Type & Location
This is a Contract position based out of Toronto, Ontario.
Pay and Benefits
The pay range for this position is $20.00 - $28.00/hr.
Workplace Type
This is a hybrid position in Toronto,ON.
À propos d'Aston Carter:
Aston Carter fournit des solutions de talent de classe mondiale à des milliers de clients à travers le monde. Spécialisés dans la comptabilité, la finance, les ressources humaines, l'acquisition de talents, la chaîne d'approvisionnement et certaines professions administratives, nous étendons les capacités des entreprises à la pointe de l'industrie. Nous nous appuyons sur notre profonde expertise en matière de recrutement et sur notre réseau expansif pour répondre aux besoins évolutifs de nos clients et de notre communauté de talents avec agilité et excellence. Avec des bureaux aux États-Unis, au Canada, en Asie-Pacifique et en Europe, Aston Carter est au service d'un grand nombre d'entreprises du Fortune 500. Nous sommes fiers d'avoir remporté le double diamant ClearlyRated Best of Staffing® pour notre service aux clients et aux talents.
Aston Carter est un employeur souscrivant au principe de l'égalité des chances et accepte toutes les candidatures sans tenir compte de la race, du sexe, de l'âge, de la couleur, de la religion, des origines nationales, du statut d'ancien combattant, d'un handicap, de l'orientation sexuelle, de l'identité sexuelle, des renseignements génétiques ou de toute autre caractéristique protégée par la loi.
Si vous souhaitez faire une demande d'accommodement raisonnable, tel que la modification ou l'ajustement du processus de demande d'emploi ou d'entrevue à cause d'un handicap, veuillez envoyer un courriel à (% ) pour connaître d'autres options d'accommodement.
About Aston Carter:
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email (% ) for other accommodation options.
Tax Manager
Posted 5 days ago
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Lyft is looking for a talented tech savvy Tax Manager to join our growing Global Tax Team! In this role, you'll work under the leadership of the Senior Tax Manager, focusing primarily on Canadian tax matters such as accounting, compliance, audits, and various special projects. This position offers the unique opportunity to collaborate with various departments including Engineering, Business Operations, Regulatory Compliance, and Accounting and Finance.
**Responsibilities:**
+ Manage audits by gathering transaction details, preparing workpapers, and developing arguments for submission to the tax authorities
+ Review and analyze data from various systems for compliance reporting and reverse indirect tax audits
+ Work with external vendors to facilitate the preparation of the recurring compliance obligations.
+ Review and approve compliance reporting and payments
+ Review journal entries and general ledger account reconciliations specific to tax and fees within scope of work
+ Assist with the design, improvement, and implementation of process and/or solution capabilities that support indirect tax determination, reporting, and compliance
+ Assist with preparing cash tax forecasts
+ Exemption certificate management
+ Ensuring SOX compliance, and adherence to internal policies and procedures.
+ Perform tax research as necessary to complete assigned tasks/projects
+ Monitor changes in Canadian tax laws and ensure impact is properly considered and any necessary operational changes are implemented
+ Maintain close partnership with cross-functional teams in support of key compliance and filing processes during monthly, quarterly, and year end cycles
+ Train and develop junior team members
+ Perform ad hoc projects
**Experience:**
+ Bachelor's Degree in Accounting, Tax or related field with 6+ years of relevant experience in a public accounting firm and/or corporate tax department of a multinational company
+ Bilingual French/English preferred
+ Canadian Professional Accounting Designation (CPA) or JD preferred
+ Strong technical knowledge of laws governing Goods and Services Taxes, sales taxes, cross border tax, personal property tax, business licenses/gross receipts tax, and related reporting to tax authorities within Canada and beyond
+ Exceptional project management skills are required, with proactive process improvement experience. Able to prioritize workload in order to meet competing deadlines in a fast-paced work environment
+ Exceptional verbal and written communication skills. Must be comfortable with virtual communications and working with geographically disparate groups
+ Strong attention to detail, with a commitment to accuracy and compliance
+ Accounting system experience (Oracle preferred)
+ Tax engine experience (Vertex, Onesource, Avalara or similar)
+ Strong computer and technology skills, including proficiency in Microsoft Excel; Savant, Alteryx, Python, or SQL programming experience is a plus
**Benefits:**
+ Extended health and dental coverage options, along with life insurance and disability benefits
+ Mental health benefits
+ Family building benefits
+ Child care and pet benefits
+ Access to a Lyft funded Health Care Savings Account
+ RRSP plan to help save for your future
+ In addition to provincial observed holidays, salaried team members are covered under Lyft's flexible paid time off policy. The policy allows team members to take off as much time as they need (with manager approval). Hourly team members get 15 days paid time off, with an additional day for each year of service
+ Lyft is proud to support new parents with 18 weeks of paid time off, designed as a top-up plan to complement provincial programs. Biological, adoptive, and foster parents are all eligible.
+ Subsidized commuter benefits
_Lyft is committed to creating an inclusive workforce that fosters belonging. Lyft believes that every person has a right to equal employment opportunities without discrimination because of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, marital status, family status, disability, pardoned record of offences, or any other basis protected by applicable law or by Company policy. Lyft also strives for a healthy and safe workplace and strictly prohibits harassment of any kind. Accommodation for persons with disabilities will be provided upon request in accordance with applicable law during the application and hiring process. Please contact your recruiter if you wish to make such a request._
_Lyft highly values having employees working in-office to foster a collaborative work environment and company culture. This role will be in-office on a hybrid schedule - Team Members will be expected to work in the office 3 days per week on Mondays, Wednesdays, and Thursdays. Lyft considers working in the office at least 3 days per week to be an essential function of this hybrid role. Your recruiter can share more information about the various in-office perks Lyft offers. Additionally, hybrid roles have the flexibility to work from anywhere for up to 4 weeks per year. #Hybrid_
_The expected base pay range for this position in the Toronto area is CAD $108,000-$135,000. Salary ranges are dependent on a variety of factors, including qualifications, experience and geographic location. Range is not inclusive of potential equity offering, bonus or benefits. Your recruiter can share more information about the salary range specific to your working location and other factors during the hiring process._