Senior Manager, Client Tax
Core
Lead Wealthsimple's client tax function across brokerage products, ensuring accurate, timely, and scalable tax reporting and regulatory compliance for clients.
Role type
Senior Manager, Client Tax (Strategy & Operations)
Builds
Client tax slips, registered-account reporting, client statements, and regulatory filings for a digital brokerage platform.
Domain
Financial Services / Tax Compliance / Regulatory Reporting
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Client tax reporting, Financial services tax, Brokerage operations, Regulatory reporting, People leadership, Cross-functional program leadership, Strategic product design, Operational control design, AI/automation strategy, Executive communication
Preferred skills
CPA designation, Canadian tax specialization, CIRO/CRM2/CRM3 reporting, Fintech experience, Scaling reporting via automation, Big Four or national accounting firm experience
Technologies
AI tools, Modern data tooling, Operational-control frameworks
Responsibilities
Lead strategy and execution of client tax operating function across Canadian and U.S. requirements; Own end-to-end delivery of tax slips, reporting, and regulatory filings; Establish governance for QI, FATCA, CRS, and withholding obligations; Act as trusted advisor to CXO and product teams on tax implications and system requirements; Lead, coach, and develop the Client Tax team; Implement AI and automation strategies for operational efficiency.
Seniority
Senior Manager, hands-on leader with people management responsibilities
