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About the Role

The Client Reporting Analyst will establish cohesion between business units, IT stakeholders, and end users by managing the end-to-end process of creating and distributing tax documents. This role ensures the quality and timeliness of deliverables through analysis of complex tax reporting requirements, implementation of process controls, and facilitation of acceptance testing, achieved by ongoing review and support of the Tax Reporting Life Cycle.

Responsibilities

Assist with Exempt Distributions Filing (Commencing January)
Format and organize large data sets for filing to respective provinces
Perform Tax Shell creation, Tax Factor review, entry, and QC
Provide general assistance with Year-End tax slips, including batch closing/file generation, reconciliation, QC, and XML filing to CRA/MRQ
Generate Estate tax slips
Assist with generating end-of-year tax slips for CI Financial and Assante Wealth Management
Perform other tasks as needed

Requirements

Post Secondary Education
Familiarity with basic accounting principles, with a focus on account reconciliations
Previous Business Analyst experience an asset
Experience with Canadian and US Tax Reporting an asset
Canadian Securities Course or IFIC Operations Course an asset
Working knowledge of CI products or Assante back office processes an asset
Knowledge of testing practices and procedures an asset
Bilingual in French and English an asset
High level of proficiency with Microsoft Excel an asset

Skills

Strong analytical skills
Strong problem-solving skills
Ability to adapt to changing priorities and deadlines
Strong time management skills
Excellent communication skills
Experience in business writing
High degree of accuracy
Attention to detail
Self-starter
Self-motivated
Strong relationship building skills
Able to work independently
Able to work in a team setting
Ability to “think outside of the box”
Excellent and proven time management skills

Location

In-office
Onsite four days per week
Modern HQ location within walking distance from Union Station

Work Type

In-office work model
Onsite
Existing vacancy

Education Level

Post Secondary Education

Salary/Compensations

Anticipated base salary range: $42,500 to $71,000
Exact salary depends on experience, skills, education, and budget
Salary range may vary based on geographic location
Eligible for participation in a bonus program

Benefits

Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Many benefits subsidized or fully paid for by the company
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering

About the Company

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.
CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.
Employees with ambition, a desire for continuous learning, and a willingness to go the extra mile thrive at CI.
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

Equal Opportunity

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.
CI Financial Corp. and all affiliates are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
If you require accommodations to apply, require this posting in an additional format, or require accommodation at any stage of the recruitment process, contact accessible.recruitment@ci.com or call 416-364-1145 ext. 4747.