Client Reporting Analyst - Tax Focus

Elevate your career at CI Financial as a Client Reporting Analyst, focusing on tax document creation and analysis. This role is crucial for ensuring quality and timely deliverables across business units.
Your responsibilities will include managing tax reporting processes, from Exempt Distributions Filing to year-end tax slip generation. You’ll collaborate effectively with stakeholders by providing analytical insights and supporting data quality initiatives. A strong foundation in accounting principles will support your success in this dynamic role.
Key Responsibilities:
• Assist in filing Exempt Distributions starting in January
• Organize and format extensive tax data submissions
• Create and review Tax Shells; ensure QC practices
• Manage batch closure and XML filing of tax slips
• Collaborate on tax slip generation for CI Financial and Assante
Requirements:
• Previous experience as a Business Analyst preferred
• Understanding of Canadian and US tax requ...