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Client Reporting Analyst – Tax

CI Financial

This is a Contract position in Brampton, on posted May 8, 2022.

ABOUT USCI Global Asset Management is one of the country’s largest investment fund companies.

CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors.

It provides employees with a fast-paced and challenging work environment with opportunities for advancement.

CI is part of CI Financial, a diverse group of financial services firms.POSITION: Client Reporting Analyst
– TaxLOCATION: Toronto, ON.STATUS: Full-timeJOB OVERVIEWThe Client Reporting Analyst (Tax), will help establish cohesion between business units, IT stakeholders and end users through management of the end-to-end process of creating and distributing tax documents.

The individual will be responsible for establishing and maintaining trust in the quality and timeliness of deliverables through the analysis of complex tax reporting requirements, implementation of process controls and facilitation of acceptance testing.

This will be achieved through an ongoing review and support of processes involved in each phase of the Tax Reporting Life Cycle.WHAT YOU WILL DOEnsure timely delivery of tax documents based on regulatory requirements and client expectationsCollaborate with IT and Business Units on the print and online load scheduling of deliverables including email notificationsPrepare year-end tax returns to CRA, MRQ, IRS, and the International Tax Services OfficeCoordinate with IT, and Processing Teams to perform annual user acceptance testing (UAT) and business regression testing of tax receiptsAssist and conduct cyclical data health check for Assante Wealth Management and CI FinancialReconcile tax data, review and resolve anomalies and variancesProvide guidance to relevant business units on the data entry points that impact tax reporting deliverablesResponsible for user acceptance and regression testing during RPM application releases.Review RPM SRDs and identify tax related content requiring testingWork collectively with IT and other lines of business to represent Client Reporting-Tax for enhancements and new product offeringsEnsure business requirements are clearly, accurately, and thoroughly documented and understood, as needed for enhancements to the tax processPro-actively identify opportunities for improvements in client reporting-tax, tax knowledge, and efficienciesDevelop and document procedures and create reference materials for Client Reporting-TaxMonitor the Team inbox and provide research-based support to other departments on tax related inquiriesContinual review of tax key processes to ensure relevance based on regulatory changesOther duties as assignedWHAT YOU WILL BRINGExperienceMinimum of 2 year related working experience in the Mutual Funds/Security industryPrevious Business Analyst experience an assetExperience with Canadian and US Tax Reporting an asset Education & TrainingPost Secondary EducationCanadian Securities Course or IFIC Operations Course an assetKnowledgeFamiliarity with basic accounting principles with a focus on account reconciliationsWorking knowledge of CI products or Assante back office processes an assetKnowledge of testing practices and procedures an assetBilingual in French and English an assetSkills & AbilitiesHigh level of proficiency with Microsoft Excel an assetStrong analytical and problem-solving skillsAbility to adapt to changing priorities and deadlines with strong time management skillsExcellent communication skills with experience in business writingHigh degree of accuracy and attention to detailSelf-starter and self-motivatedStrong relationship building skillsAble to work independently and in a team settingAbility to think outside of the boxExcellent and proven time management skillsWHAT YOU CAN EXPECT FROM USOur dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:Recognition & CompensationTraining & DevelopmentHealth & Well-beingCommunication & FeedbackIf you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking ApplyOnly 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 we are committed to providing accommodations for persons with disabilities.

If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at , or call 416-364-1145 ext.


If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information.

We will work with all applicants to determine appropriate accommodation for individual accessibility needs.Posting Tags: IND