Found Description
About the Role
The Client Reporting Analyst will help establish cohesion between business units, IT stakeholders and end users through the management of the end‑to‑end process of creating and distributing tax documents. The analyst is responsible for establishing and maintaining trust in the quality and timeliness of deliverables through analysis of complex tax reporting requirements, implementation of process controls, and facilitation of acceptance testing.
Responsibilities
- Assist with Exempt Distributions Filing (commencing January)
- Format and organise large sets of data and file to respective provinces
- Create Tax Shells, review and enter Tax Factors, and perform QC
- Provide general assistance with year‑end tax slips – batch closing, file generation, reconciliation, QC, and XML filing to CRA/MRQ
- Generate estate tax slips
- Assist with generation of year‑end tax slips for CI Financial and Assante Wealth Man...
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