Review the uploaded CDS Tax Factors in the Tax Module for accuracy during tax season
Validate and submit CRA and IRS tax files; liaise with internal/external stakeholders to resolve any outstanding issues
Perform withholding tax corrections (e.g., non-treaty to treaty rate adjustments)
Run tax-related queries, review data, and report or escalate incorrect transactions for resolution
Process and mail out amended tax slips and reports as directed
Provide additional support and coverage during peak tax season, including extended duties as required
Assist with reviewing the FATCA and CRS error files for CRA Tax Filing
Perform weekly, monthly, quarterly, annual, and year-end tax functions, ensuring all deadlines are met
Review and reconcile tax control accounts, ensuring that corrections are processed accurately and timely
Conduct the annual review of International Tax Treaties and update the country matrix to reflect on any changes.

Experience with tax reporting systems such as Dataphile, Hummingbird, CDS, and DTCC
Working knowledge or experience with U.S. withholding tax and Canadian Non-Resident withholding tax
Familiarity with Canadian, Quebec, and IRS tax reporting requirements, including relevant tax slips (e.g., T5, T3, T5013, T5008, NR4, 1042-S)
General understanding of the securities industry, investment products, and corporate actions
Knowledge of Canadian income tax concepts; completion of or enrollment in the Canadian Securities Course (CSC) is an asset
Strong reconciliation skills, supported by education or experience in accounting, finance, or mathematics
Highly organized and exceptionally detail-oriented, with a commitment to accuracy
Effective time management skills, with the ability to prioritize tasks, meet deadlines, and perform well under pressure
Strong problem-solving skills; able to work both independently and collaboratively in a team environment
Excellent interpersonal, verbal, and written communication skills.

Associate, Client Tax Reporting – 6-Month Contract

Key skills