Estate Tax Specialist

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  Location

  (CANADA) and Toronto

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  Job Reference

  20945

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  Functional Area/Experience

  Business, Accounting & Finance / 2 Years

Job Description & Qualifications

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 an Estate Tax Specialist to join our Tax Operations team. You will play an integral part in the preparation of the client’s estate tax slips under the Canadian income tax laws. This position requires deep understanding of tax regulations and a meticulous approach to ensure complete and accurate tax slips are produced.

What you will do

• Responsible for preparing, reviewing, researching, and analyzing estate tax files/slips for accuracy and completeness. Tax slips include T4RIF, T4RSP, T4A, RL1, RL2, NR4, RC249 and other customized statements.
• Perform data validation by sample checking tax reports against estate settlement documents and client account/activity information in our internal system.
• Monthly reconciliation and review of estate accounts and settlements.
• Work closely with the Tax team to ensure complete and accurate tax slips are distributed to clients and remitted to CRA/MRQ.
• Ensure all findings or discrepancies in client data files are escalated, documented, and addressed in a timely manner.
• Work closely with the estates team and other business units to review, document and enhancement estate tax processes.
• Support the Tax team in tax package mail outs, 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 2 years of experience in tax function and/or estate reporting
• Completion of a post-secondary program
• Familiar with various estate tax slips and forms (T4RIF, T4RSP, T4A, NR4, RC249)
• Intermediate/Advanced knowledge of Microsoft Office products, primarily Excel
• Strong analysis and reconciliation skills
• Detail-oriented and self-motivated
• Knowledge of the broker-dealer industry an asset
• Knowledge of non-registered CRA, FATCA, CRS, and QI tax regimes 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
• Flexible & Hybrid Work Program
• Equipment Purchase Program
• Training Reimbursement
• Paid Professional Designations
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Fitness membership discounts
• Volunteer paid Days
• Complimentary vending machines

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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.