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Tax Specialist

Company

CI Financial

Location

toronto, on

Posted

June 15, 2026

Position Overview

Join to apply for the Tax Specialist role at CI Financial .

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.

We are currently recruiting for a Tax Specialist to join our Tax Operations team. You will play an integral part in assisting with the client’s year‑end tax reporting requirements under Canadian and U.S. tax authorities (CRA, MRQ, and IRS).

WHAT YOU WILL DO

  • Responsible for reviewing, researching, and analyzing year‑end tax files/slips for accuracy and completeness. Tax slips include T3, T5, T5008, T5013, RL2, RL3, RL15, RL16, RL18, NR4, T4RSP, T4RIF, 1042S, 1042, 1099s, and other customized statements.
  • Perform data va...

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