Cash Management Officer - Tax
Core
Generate CRA tax slips and summaries for distributions paid to shareholders, reconcile financial data, and file tax reports for the TMX group of companies.
Role type
Tax Operations Intern
Builds
Official CRA tax slips, summaries, and XML files for shareholder distributions
Domain
Financial Services / Capital Markets / Tax Compliance
Required skills
Advanced Excel, Financial Reconciliation, Data Analysis, Regulatory Compliance, File Exporting, Client Liaison
Preferred skills
Transfer Agency experience, CRA tax filing experience, Corporate tax role experience
Technologies
Microsoft Excel, Transtar, TaxPrep, CRA Portal
Responsibilities
Reconcile distribution amounts against client funding letters and Transtar records; Generate end-of-year tax paid reports and CSV export files; Liaise with clients to verify tax characteristics and CRA account numbers; Review and prepare TaxPrep files for import; Generate and reconcile official CRA tax slips and summaries; Coordinate mailing of tax slips and upload XML files to the CRA portal; Compile client billing reports for the Finance team.