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    Senior Manager Asset Management - Toronto, ON, Canada - Questrade, Inc.

    Questrade, Inc.
    Questrade, Inc. Toronto, ON, Canada

    1 week ago

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    Description
    Senior Manager, Tax Reporting & Cost Basis

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.

    At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

    As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits.

    Hybrid and flexible work arrangements
    Opportunities to contribute to community causes
    We're looking for our next Senior Manager, Tax Reporting & Cost Basis. The purpose of the Senior Manager, Tax Reporting is to manage and lead their team.

    They will oversee the y activities within their team and year-end tax reporting within the department, while ensuring minimum service levels are consistently achieved.

    What's it like working as Senior Manager, Tax Reporting & Cost Basis at Questrade?
    Questrade Inc.

    has multiple client tax reporting obligations to various tax regulators, including the Canada Revenue Agency (CRA), Ministère du Revenu du Québec (MRQ) and the Internal Revenue Service (IRS).

    In addition, there are also regulatory obligations to obtain sufficient documentation from the client to identify their tax residency. Based on tax residency, withholding tax obligations must be met.

    Manager, Tax Reporting works collaboratively within the management group to coordinate the activities of a group of Tax Reporting Analysts and the Tax Reporting Supervisor to successfully meet the business needs.

    They will lead and ensure projects related to tax reporting matters are completed on time and accurately.

    In addition, the individual is expected to review processes and documentation that affects client tax reporting and cost basis, to ensure applicability, completeness and accuracy, with a continuous improvement mindset, keeping a positive client experience front and center.

    Manage, lead and motivate the team
    Provide strategic direction, oversight and guidance to Management and Supervisory staff
    Provide mentorship, coaching and performance feedback
    Enforcing systems, policies, procedures, and productivity standards
    Provide strategic leadership on projects and ensure time and accurate completion
    Be a role model for staff to deliver high quality service interactions to internal teams and clients and create a positive experience
    Be the subject-matter expert in all aspects of tax compliance, including Canadian tax, Qualified Intermediaries (QI), Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) requirements, 871(m), 1446, or other withholding and reporting regimes
    Oversee tax slip production & distribution to clients. Lead Canadian & US tax reporting planning and delivery cycle
    Ensure all reporting is completed on or before regulatory deadlines
    Oversee the reconciliations and tax payments to government revenue agencies
    Maintain satisfactory internal and external Audit/Regulatory Reviews
    Hold reviews post tax season for the past fiscal year, build in improvements where required
    Manage cost basis administration
    Conduct internal policy and procedure reviews and updates annually
    Report on operational risk items and action plans
    Stay current with regulatory environment governing tax responsibilities
    Interface with tax authorities on all tax matters, and play a crucial role in ensuring that Questrade's brand and reputation is protected by adhering to our compliance and risk framework
    So are YOU our next Senior Manager, Tax Reporting & Cost Basis? 8+ years of experience in tax processing and reporting within the brokerage industry
    Excellent knowledge of Canadian and/or US tax reporting and filing processes
    Excellent writing, oral presentation and tax research skills
    Detail oriented and excellent organizational and time management skills
    Passionate about delivering quality customer service
    University or post-graduate degree in related field (e.g. Knowledge of Broadridge BPS and TFP systems is an asset
    Experience with book of records systems and back-office systems
    Tax related courses or industry designations such as CPA or In-depth tax program is an asset
    #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. 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.
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