Top Benefits
About the role
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.
The Manager of Client Reporting Tax leads a dynamic team responsible for delivering accurate, timely, and client-focused reporting and tax services. This role combines strategic leadership, operational oversight, and agile team development to ensure excellence across the team's strategic priorities: accuracy and compliance, efficiency and timeliness. What you will do: Leadership & Team Development
- Conduct 1:1s and performance assessments.
- Lead career pathing, goal setting, and performance coaching.
- Oversee onboarding, interviews, and team bonding activities.
- Foster team independence through agile coaching and mentorship.
- Manage team task assignments and skill development
Operational Oversight
- Ensure timely handling of both daily and cyclical tax reporting tasks to ensure compliance with regulatory requirements
- Review and approve communications including advisor/client letters, IT tickets, and year-end guides.
- Monitor and review KPIs to drive continuous improvement.
- Facilitate daily scrums, sprint planning, and retrospectives.
- Act as Scrum Master to remove impediments and support agile maturity.
- Review and approve exception requests, ensuring minimal disruption to critical functions while keeping a service mindset
- Review and approve mock and production tax receipt testing
- Approve tax form delivery to clients and reporting of tax files to relevant government authorities
Escalation & Issue Management
- Lead root cause analysis and resolution of reporting and taxation issues.
- Manage escalations and ensure timely follow-up on critical items.
- Implement controls to mitigate risk of reporting issues occurring
What you will need:
- Proven leadership experience in financial services or client reporting.
- Strong understanding of taxation, remittance, and regulatory reporting requirements for CRA, MRQ and IRS.
- Agile certification or experience as a Scrum Master preferred.
- Excellent communication, coaching, and stakeholder management skills.
- Highly organized with strong attention to detail and follow-through.
- Clear and confident communicator across all levels of the organization.
- Comfortable working in high-pressure environments with competing priorities.
- Not afraid to take on challenges and drive solutions forward.
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 Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
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.
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Top Benefits
About the role
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.
The Manager of Client Reporting Tax leads a dynamic team responsible for delivering accurate, timely, and client-focused reporting and tax services. This role combines strategic leadership, operational oversight, and agile team development to ensure excellence across the team's strategic priorities: accuracy and compliance, efficiency and timeliness. What you will do: Leadership & Team Development
- Conduct 1:1s and performance assessments.
- Lead career pathing, goal setting, and performance coaching.
- Oversee onboarding, interviews, and team bonding activities.
- Foster team independence through agile coaching and mentorship.
- Manage team task assignments and skill development
Operational Oversight
- Ensure timely handling of both daily and cyclical tax reporting tasks to ensure compliance with regulatory requirements
- Review and approve communications including advisor/client letters, IT tickets, and year-end guides.
- Monitor and review KPIs to drive continuous improvement.
- Facilitate daily scrums, sprint planning, and retrospectives.
- Act as Scrum Master to remove impediments and support agile maturity.
- Review and approve exception requests, ensuring minimal disruption to critical functions while keeping a service mindset
- Review and approve mock and production tax receipt testing
- Approve tax form delivery to clients and reporting of tax files to relevant government authorities
Escalation & Issue Management
- Lead root cause analysis and resolution of reporting and taxation issues.
- Manage escalations and ensure timely follow-up on critical items.
- Implement controls to mitigate risk of reporting issues occurring
What you will need:
- Proven leadership experience in financial services or client reporting.
- Strong understanding of taxation, remittance, and regulatory reporting requirements for CRA, MRQ and IRS.
- Agile certification or experience as a Scrum Master preferred.
- Excellent communication, coaching, and stakeholder management skills.
- Highly organized with strong attention to detail and follow-through.
- Clear and confident communicator across all levels of the organization.
- Comfortable working in high-pressure environments with competing priorities.
- Not afraid to take on challenges and drive solutions forward.
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 Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
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.
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.