Client Reporting Analyst
Core
Managing the end-to-end process of creating and distributing tax documents, establishing cohesion between business units and IT stakeholders, and ensuring quality and timeliness of deliverables through analysis of complex tax reporting requirements.
Role type
Client Reporting Analyst (Tax Operations)
Builds
Tax documents, tax slips, and filings for Canadian and US jurisdictions
Domain
Wealth Management / Financial Services / Tax Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Data formatting and organization, Account reconciliations, Testing practices and procedures, Microsoft Excel proficiency, Analytical problem-solving, Time management
Preferred skills
Business Analyst experience, Canadian and US Tax Reporting knowledge, Canadian Securities Course or IFIC Operations Course, CI products or Assante back office processes knowledge, Bilingual French and English
Technologies
Microsoft Excel, XML filing systems
Responsibilities
Assisting with Exempt Distributions Filing, Formatting and organization of large sets of data and filing to respective provinces, Tax Shell creation and Tax Factor review, Entry and QC, General assistance with YE tax slips including batch closing, file generation, reconciliation, and XML filing, Estate tax slip generation, Assisting with generating end of year tax slips for CI financial and Assante Wealth Management
Seniority
Individual Contributor
