Tax Compliance Officer (Toronto)

Position Summary

Tax Compliance Officer in the Tax Compliance and Client Reporting team.

Reporting to the Director, Tax and Client Reporting, this role oversees the review of QI/FATCA and CRS documentation covering individuals, trusts, partnerships and investment entities.

Key Responsibilities

• Providing support to tax administrators on complex issues and escalations requiring QI, FATCA, CRS, 1042‑S and 1099 tax reporting expertise.
• Assisting the Current Accounts Department with QI/FATCA and CRS documentation and coding.
• Auditing regulatory reporting related to QI, FATCA, CRS, 1042‑S and 1099 before submission.
• Annual assistance and auditing of CRS and FATCA XML reporting accuracy by assisting in annual report testing and CRA schema updates.
• Participating in mock audit sample reviews to ensure accurate application of US withholding tax against valid client documentation.
• Active participation in Year‑...