Senior Manager, U.S. Tax Operations
CI Financial Corp.
Toronto Ontario
Salary: Neg Per Hour
Responsibilities:
- Oversee
all aspects of the QI compliance program, including the upkeep of the QI
Governance documentation and policy, along with the management of FATCA
and CRS policies.
- Manage
cross-functional projects related to tax compliance, tax reporting
systems, and process improvements.
- Ensure
project milestones are met on time and within scope, coordinating with
various departments including technology, operations, and compliance.
- Coordinate
annual QI training and ensure that all relevant personnel are up to date
with the latest compliance standards.
- Assist
the QI Responsible Officer and the Contact Person with periodic reviews
and certification of compliance, which occur every three years.
- Participate
in key industry committees, identifying initiatives and regulatory changes
that may impact the business.
- Stay
current on changes impacting tax operations and conduct assessments to
manage the integration of tax-related updates within the organization.
- Verify
that key data is accurately captured in internal systems by reviewing
control reports, and taking corrective action when needed.
- Collaborate
with internal stakeholders to ensure that the necessary withholding
procedures are in place for U.S.-sourced income.
- Oversee
the tax component of client onboarding, including data mapping, form
sampling, data queries, and ensuring all documentation is compliant with
internal/external standards.
- Manage
the annual process of obtaining updated documentation from clients for
expiring forms and treaty statements.
- Maintain
and update the risk and control matrix for tax-related processes.
- Coordinate
the annual internal compliance attestation for QI, FATCA, and CRS
processes.
- Administer
the collection of U.S. tax documentation, ensuring compliance with IRS
regulations.
Requirements:
- Minimum
of 5 years experience in tax operations, with strong focus on QI, FATCA,
and CRS.
- Bachelor’s
degree in Accounting, Finance, or a related field.
- In-depth
knowledge of U.S. tax reporting requirements, including forms 1099,1042,
1042-S
- Knowledge
of Chapter 3 and 4 of the Internal Revenue Code and related Treasury
Regulations including Section 302, 304, 305C, and 871m
- Knowledge
of U.S. withholding certificates (e.g., W-9s, W-8s) and, but not limited
to, 1099, 1042-S, and 945 reporting and FATCA and CRS self-certification
Understanding of dividend and corporate action concepts
Knowledge of CDS, CDCC, DTC, and OCC - Intermediate
Knowledge of Microsoft Office products, primarily Excel
- Excellent
communication and organizational skills
- Excellent attention to detail and problem-solving skills
Job Overview
Posted Date: 24 Aug 2025
Location: Toronto Ontario
Salary: Neg Per Hour
Company Information
HELPING ADVANCE THE FUTURE ATS is an industry leader in planning, designing, building, commissioning and servicing automated manufacturing and assembly systems — including automation products and test solutions — for a broadly-diversified base of customers. ATS’ reputation, knowledge, global presence and standard automation technology platforms differentiate the Company and provide competitive advantages in the worldwide manufacturing automation market for life sciences, food and beverage, consumer products, transportation, and energy. Founded in 1978, ATS employs over 7,500 people at more than 65 manufacturing facilities and over 85 offices in North America, Europe, Asia and Oceania. The Company’s website can be found at www.atsautomation.com. The Company’s common shares are traded on the Toronto Stock Exchange (“TSX”) and the New York Stock Exchange (“NYSE”) under the symbol ATS.
Name: CI Financial Corp.
Web: https://www.cifinancial.com