Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.

At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.

Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.

What’s in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy.

We’re looking for our next Tax Reporting Analyst. Could It Be You?

As part of the Tax Operations team, the Tax Reporting Analyst role ensures Questrade remains compliant with CRA, MRQ, and IRS regulations. You’ll handle the end-to-end lifecycle of tax reporting: from verifying client residency documentation and classifying securities, to the final issuance of tax slips and electronic filings.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to:

• Performing periodic tasks as needed to comply with Canadian and US tax reporting regulations
• Reviewing documentation on client accounts and determine appropriate tax residency
• Preparing/ coordinating payment requests for withholding tax remittance to regulators
• Reconciliations of income and withholding tax
• Responding to internal and external tax related queries
• Participating in the preparation of client and regulatory tax reporting
• Generating one or more of the following tax slips: T5, T3, T5013, NR4, T5008, T1135, 1099, 1042S, Realized Gain/Loss report, and/or K-1
• Preparing XML filings
• Ensuring FATCA/CRS Reporting is completed with the CRA before deadlines
• Reviewing & entering provided tax factors for securities in the tax system
• Reviewing & entering provided client &/or securities transactions in the tax system
• Updating and reconcile year-end tax records
• Reviewing securities to determine most appropriate type to ensure income is reported on the correct tax slip
• Reviewing corporate actions to determine US &/or Canadian tax applicability
• Tracking work completed & any errors found
• Identifying and bringing process improvement opportunities to the table
• Collaborating with other team members, or other departments on mini projects
• Other ad hoc duties, and projects, as assigned

So are YOU our next Tax Reporting Analyst? You are if you…

• Have a Post-secondary education, preferably in Finance, Economics, or related field
• Have prior work experience in a Tax Reporting role, focusing on Canadian &/or US tax reporting to clients would be preferred
• Have prior work experience (2 years+) in an operational, continuous improvement or client service role, preferably within a financial services organization is an asset
• Have demonstrated success in deploying effective and personalized marketing communications
• Have Experience in client &/or securities taxation is strongly preferred
• Knowledge of the securities industry is an asset
• Experience with Broadridge systems would be a nice to have

Additional kudos if you…

• Have intermediate/ Advanced knowledge of excel or google sheets is strongly preferred
• Have experience with Qualified Intermediary obligations is an asset
• Having knowledge of the securities industry is an asset
• Having experience with Broadridge systems would be a nice to have
• Have excellent written and verbal communication skills
• Are detail oriented, a self motivated individual with the ability to work independently with little supervision
• Have a strong analytical skills to manage large data
• Have excellent organizational skills
• Have strong work ethic, result focused, and deadline driven
• Have strong research & problem solving skills
• Have strong continuous improvement mindset, and a desire to bring improvements to the table
• Are a collaborative team player, flexible, and with a strong customer service mindset

Compensation Information:

• Base salary range: $60,000 - $65,000
• The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.

Sounds like you? Click below to apply!

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At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.