Tax Reporting Analyst
About the role
Why Meridian?
At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.
Find our story here: About Meridian
As a Tax Reporting Analyst:
You will support Member-related tax reporting and compliance activities. This role is primarily responsible for the accurate preparation and distribution of tax receipts (e.g., T5s) to Members and the timely remittance of required information to the Canada Revenue Agency (CRA) and other tax authorities.
The analyst will also assist in the preparation of corporate and sales tax returns, support technology integration for tax reporting systems, and act as a liaison with the CRA. Success in this role requires strong analytical skills, attention to detail, and the ability to work collaboratively across teams to enhance operational efficiency and maintain robust internal controls.
What you will do:
-
Prepare and distribute tax receipts to Members (e.g. T5s) and remit required information to the CRA and other tax authorities.
-
Support the generation of ad hoc queries and monthly reporting for reconciliations and internal audits.
-
Collaborate with vendors to scope, test, and evaluate Member-related tax reporting technologies and tools.
-
Assist in drafting specification documents for internally developed tax reporting systems.
-
Troubleshoot macro issues related to the paperless Tax Campaign and support the digital transition of tax documentation.
-
Gather and reconcile income payment data and tax information from the Canadian Depository for Securities (CDS) and security issuers.
-
Pull, match, and validate tax reports from multiple internal and external sources.
-
Perform monthly reconciliations of control and suspense accounts, ensuring all monetary changes are accurate and justified.
-
Research general tax issues and provide insights to support compliance and operational improvements.
-
Ensure adherence to internal controls and risk management frameworks, including AML/ATF and regulatory compliance.
-
Escalate potential losses or control issues in accordance with established procedures.
-
Assist the Senior Taxation Specialist on the completion of corporate, sales, and other tax returns
-
Perform miscellaneous duties and special projects as assigned.
How you will succeed:
-
Post-secondary degree or diploma in Accounting, Finance, Business Administration, or a related field.
-
Minimum 2–4 years of experience in tax reporting, financial operations, or a related role within the financial services industry.
-
Experience working with Canadian and U.S. tax forms and CRA reporting requirements, along with a solid understanding of Canadian and U.S. tax regulations, including FATCA and CRS.
-
Previous experience with basic accounting principles and practices.
-
Advanced proficiency in Microsoft Excel.
-
Familiarity with banking systems and year end tools.
-
Strong data reconciliation and reporting skills, with the ability to pull and match data from multiple sources.
-
Strong analytical and problem-solving abilities.
-
Excellent communication and interpersonal skills.
-
High attention to detail and accuracy.
-
Ability to work independently and collaboratively in a fast-paced, high-volume environment.
-
Strong organizational and time management skills.
Salary Range: CAD $47,000 - $69,000 annually
Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.
Join us! Our team works in a hybrid environment at our St. Catharines Office, located at 75 Corporate Park Dr, St. Catharines, Ontario.
Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues, your leader, and your Members which is very important to us.
What's in it for you?
-
We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.
-
We provide you with the tools and technology needed to delight your candidates and clients.
-
You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
-
Hybrid work arrangements with in-person office time to collaborate, innovate and form relationships with your colleagues
-
This isn't your typical "corporate" job. We work hard and we have fun.
Build the Future of Banking with Us
At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:
-
Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
-
Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
-
Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
-
Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.
Our Commitment to You
Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Please note that due to the volume of applications, only those under consideration will be contacted for an interview.
Thank you for your interest in Meridian Credit Union.
Follow us on Twitter at
@MeridianCareers
Connect with us on LinkedIn
#LI-JZ1
#LI-HYBRID
About Meridian Credit Union
The Meridian Experience!
A different employment experience Are you looking for an employer who shares your passion and enthusiasm? Do you want a job where you know you’re making a difference, every day you come to work? Do you want a challenging career with an organization that gives back to the community and whose employees embrace corporate social responsibility?
Consider Meridian as a way you can grow your career with us. Where you’ll be involved in local decision making, work hands-on in finding solutions for our Members, where everyone works together to achieve our personal and financial goals.
We’ll provide an inspirational environment that’s open and collaborative that empowers you to reach your professional goals and excel in the work of fulfilling our vision.
You’ll have an opportunity to develop strong, enduring and independent working relationships where long-term partnerships with our Members is a reality. We are committed to creating a highly engaged workforce; we believe it’s critical to our success.
As a company that puts people first. Meridian has always paid close attention to the rising cost of living and factored this into employee wages, which is why we are incredibly proud to be Ontario’s largest certified living wage employer. We pay all our employees, regardless of role, a living wage as calculated by the Ontario Living Wage Network. We believe that fair compensation for our employees translates to improved financial and overall well-being.
Tax Reporting Analyst
About the role
Why Meridian?
At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.
Find our story here: About Meridian
As a Tax Reporting Analyst:
You will support Member-related tax reporting and compliance activities. This role is primarily responsible for the accurate preparation and distribution of tax receipts (e.g., T5s) to Members and the timely remittance of required information to the Canada Revenue Agency (CRA) and other tax authorities.
The analyst will also assist in the preparation of corporate and sales tax returns, support technology integration for tax reporting systems, and act as a liaison with the CRA. Success in this role requires strong analytical skills, attention to detail, and the ability to work collaboratively across teams to enhance operational efficiency and maintain robust internal controls.
What you will do:
-
Prepare and distribute tax receipts to Members (e.g. T5s) and remit required information to the CRA and other tax authorities.
-
Support the generation of ad hoc queries and monthly reporting for reconciliations and internal audits.
-
Collaborate with vendors to scope, test, and evaluate Member-related tax reporting technologies and tools.
-
Assist in drafting specification documents for internally developed tax reporting systems.
-
Troubleshoot macro issues related to the paperless Tax Campaign and support the digital transition of tax documentation.
-
Gather and reconcile income payment data and tax information from the Canadian Depository for Securities (CDS) and security issuers.
-
Pull, match, and validate tax reports from multiple internal and external sources.
-
Perform monthly reconciliations of control and suspense accounts, ensuring all monetary changes are accurate and justified.
-
Research general tax issues and provide insights to support compliance and operational improvements.
-
Ensure adherence to internal controls and risk management frameworks, including AML/ATF and regulatory compliance.
-
Escalate potential losses or control issues in accordance with established procedures.
-
Assist the Senior Taxation Specialist on the completion of corporate, sales, and other tax returns
-
Perform miscellaneous duties and special projects as assigned.
How you will succeed:
-
Post-secondary degree or diploma in Accounting, Finance, Business Administration, or a related field.
-
Minimum 2–4 years of experience in tax reporting, financial operations, or a related role within the financial services industry.
-
Experience working with Canadian and U.S. tax forms and CRA reporting requirements, along with a solid understanding of Canadian and U.S. tax regulations, including FATCA and CRS.
-
Previous experience with basic accounting principles and practices.
-
Advanced proficiency in Microsoft Excel.
-
Familiarity with banking systems and year end tools.
-
Strong data reconciliation and reporting skills, with the ability to pull and match data from multiple sources.
-
Strong analytical and problem-solving abilities.
-
Excellent communication and interpersonal skills.
-
High attention to detail and accuracy.
-
Ability to work independently and collaboratively in a fast-paced, high-volume environment.
-
Strong organizational and time management skills.
Salary Range: CAD $47,000 - $69,000 annually
Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.
Join us! Our team works in a hybrid environment at our St. Catharines Office, located at 75 Corporate Park Dr, St. Catharines, Ontario.
Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues, your leader, and your Members which is very important to us.
What's in it for you?
-
We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.
-
We provide you with the tools and technology needed to delight your candidates and clients.
-
You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
-
Hybrid work arrangements with in-person office time to collaborate, innovate and form relationships with your colleagues
-
This isn't your typical "corporate" job. We work hard and we have fun.
Build the Future of Banking with Us
At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:
-
Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
-
Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
-
Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
-
Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.
Our Commitment to You
Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Please note that due to the volume of applications, only those under consideration will be contacted for an interview.
Thank you for your interest in Meridian Credit Union.
Follow us on Twitter at
@MeridianCareers
Connect with us on LinkedIn
#LI-JZ1
#LI-HYBRID
About Meridian Credit Union
The Meridian Experience!
A different employment experience Are you looking for an employer who shares your passion and enthusiasm? Do you want a job where you know you’re making a difference, every day you come to work? Do you want a challenging career with an organization that gives back to the community and whose employees embrace corporate social responsibility?
Consider Meridian as a way you can grow your career with us. Where you’ll be involved in local decision making, work hands-on in finding solutions for our Members, where everyone works together to achieve our personal and financial goals.
We’ll provide an inspirational environment that’s open and collaborative that empowers you to reach your professional goals and excel in the work of fulfilling our vision.
You’ll have an opportunity to develop strong, enduring and independent working relationships where long-term partnerships with our Members is a reality. We are committed to creating a highly engaged workforce; we believe it’s critical to our success.
As a company that puts people first. Meridian has always paid close attention to the rising cost of living and factored this into employee wages, which is why we are incredibly proud to be Ontario’s largest certified living wage employer. We pay all our employees, regardless of role, a living wage as calculated by the Ontario Living Wage Network. We believe that fair compensation for our employees translates to improved financial and overall well-being.