Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.   We are seeking a dedicated and detailed oriented Tax Specialist to focus on managing client tax documentation and compliance under global tax regimes, including Qualified Intermediary (QI), Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS). This role will support the Senior Manager, U.S. Tax Operations, in ensuring all client documentation is compliant with regulatory requirements. The ideal candidate will have strong knowledge of tax documentation processes and global tax regulations, with a focus on accuracy and efficiency.   WHAT YOU WILL DO

• Review and spot-check client tax documentation (such as W-8BEN, W-8BENE, W-8IMY, W-9, and self-certification forms) to ensure compliance with QI, FATCA, and CRS requirements.

  Monitor and maintain up-to-date client tax records, ensuring that all documentation is complete, accurate, and current.  

  Coordinate the solicitation, collection, and validation of U.S. tax forms, ensuring documentation is in line with all IRS/CRA regulations.

  Administer the process for updating expiring forms and treaty statements to ensure continuous compliance.

  Escalate incomplete or non-compliant documentation to the Senior Manager and collaborate on corrective actions.

  Assist in the preparation and submission of tax reports related to QI, FATCA, and CRS obligations.

  Participate in the annual client onboarding process by validating tax documentation and ensuring that all necessary information is captured in the system.

  Help coordinate responses to inquiries regarding tax documentation and reporting from internal stakeholders and clients.

  Stay updated on changes to tax laws and regulations impacting QI, FATCA, and CRS documentation and assist in integrating these changes into the organization’s processes.

  Respond to client inquiries about tax documentation, providing clear explanations and guidance on requirements under multiple tax regimes.

  Collaborate with the senior manager to organize and deliver internal training sessions on tax documentation procedures and compliance best practices.        

  Liaise with relevant parties on projects and provide specific knowledge of tax documentation requirements.

  Perform data validation and process review of current reports and develop enhancements where necessary.

  Ensure all findings or discrepancies in client documentation are escalated, documented, and addressed in a timely manner.

  Support the Tax team in tax package mailouts, slip amendment process, and answering client tax inquiries during peak periods of tax season.

  Complete various ad-hoc duties & projects within the Tax department.

WHAT YOU WILL BRING

• Minimum of 3 years of experience in tax function with a focus on QI, FATCA, and CRS
• Completion of a post-secondary program
• Strong understanding of tax documentation, including US. Tax forms such as W-8BEN, W-8BEN-E, W-8IMY, W-9, and self-certification forms.
• Intermediate knowledge of Microsoft Office products, primarily Excel and Access
• Strong analysis and reconciliation skills
• Excellent attention to detail and ability to manage large volumes of documentation efficiently.
• Knowledge of the broker-dealer industry is an asset
• Strong organizational, time management, and communication skills
• Capable of working independently and as part of a team
• Overtime may be required during peak periods of the tax season (Jan-Apr)

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. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.   WHAT WE OFFER

• Modern HQ location within walking distance from Union Station

  Training Reimbursement

  Paid Professional Designations

  Employee Share Purchase Program (ESPP)

  Corporate Discount Program

  Enhanced Group Benefits

  Parental Leave Top–Up Program

  Fitness Membership Discounts

  Paid Volunteer Days

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 to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only 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 provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.