Manager, Canadian Tax Reporting
Toronto, ONQuestrade Financial Group: Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the…
5+ ans3+ gestionCandidates need a university or post-graduate degree in finance or accounting and 5+ years of client tax reporting experience, ideally in brokerage. 3+ years of people leadership is strongly preferred, along with subject matter expertise in Canadian and US tax reporting, FATCA and CRS knowledge, and experience with back-office systems.
Broadridge BPS, Broadridge TFP, SQL, Microsoft Access, Excel, Google Suite
Supervisor, Income
Toronto, ONQuestrade Financial Group: Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the…
4+ ansCandidates need 4+ years of experience in dividends, distributions or entitlements, including leading a team, plus experience in clearing or back-office operations. A post-secondary degree or diploma and strong analytical, accounting and communication skills are required, with the ability to work under pressure.
n8n, SQL, Python, Google Workspace, Broadridge BPS
Senior Analyst, U.S. Tax Reporting & Cost Basis
Toronto, ONQuestrade Financial Group: Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the…
2+ ansCandidates need 2+ years in tax reporting or client tax reporting, with strong knowledge of U.S. and Canadian tax rules, Qualified Intermediary obligations and securities taxation. Advanced Excel or Google Sheets skills and a post-secondary education in finance or a related field are preferred.
Excel, Google Sheets, Broadridge