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 Tax Reporting Analyst will help establish cohesion between business units, IT stakeholders and end users through management of the end-to-end process of creating and distributing tax documents. The individual will be responsible for establishing and maintaining trust in the quality and timeliness of deliverables through the analysis of complex tax reporting requirements, implementation of process controls and facilitation of acceptance testing. This will be achieved through an ongoing review and support of processes involved in each phase of the Tax Reporting Life Cycle.

• Ensure timely delivery of tax documents based on regulatory requirements and client expectations
• Collaborate with IT and Business Units on the print and online load scheduling of deliverables including email notifications
• Prepare year-end tax returns to CRA, MRQ, IRS, and the International Tax Services Office
• Coordinate with IT, and Processing Teams to perform annual user acceptance testing (UAT) and business regression testing of tax receipts
• Assist and conduct cyclical data health check for Assante Wealth Management and CI Financial
• Remit and reconcile withholding tax to CRA, MRQ, IRS.
• Quarterly and annual Form 45-106F1 filing to respective provinces
• Conduct review, filing and remittance of Unclaimed Property to respective provinces
• Generate Estate tax slips
• Reconcile tax data, review, and resolve anomalies and variances
• Provide guidance to relevant business units on the data entry points that impact tax reporting deliverables
• Responsible for user acceptance and regression testing during RPM application releases.
• Review RPM System Requirement Documents and identify tax related content requiring testing
• Work collectively with IT and other lines of business to represent Client Reporting-Tax for enhancements and new product offerings
• Ensure business requirements are clearly, accurately, and thoroughly documented and understood, as needed for enhancements to the tax process
• Pro-actively identify opportunities for improvements in client reporting-tax, tax knowledge, and efficiencies
• Develop and document procedures and create reference materials for Client Reporting-Tax
• Monitor the Team inbox and provide research-based support to other departments on tax related inquiries
• Tax Factors data entry and quality control
• Continual review of tax key processes to ensure relevance based on regulatory changes