Senior Manager, Tax Reporting & Cost Basis

Questrade Financial Group is seeking a Senior Manager, Tax Reporting & Cost Basis to oversee the end-to-end execution of tax reporting and cost basis administration, ensuring regulatory compliance and accuracy. The ideal candidate will have 8+ years of experience in tax reporting or related roles, with a minimum of years in a leadership role managing other people leaders. The base salary range is $140,000 - $155,000, with a comprehensive benefits plan and competitive incentive program.

Requirements

• University degree in Finance, Accounting, Economics, or a related field
• Professional designation (CPA, CFP) is highly preferred
• 8+ years of relevant experience in tax reporting or related roles
• Minimum of years in a leadership role managing other people leaders
• Expert knowledge of Canadian Registered Plan rules and CRA/MRQ year-end reporting forms
• Strong expertise in US Tax Reporting (QI/FATCA) and Cost Basis administration principles
• Advanced analytical skills and a 'detective' mindset for identifying root causes in large datasets
• Exceptional leadership skills with a proven ability to coach and develop high-performing teams
• Strong proficiency in Excel/Google Sheets (VLOOKUPs, Pivot Tables) and experience with complex financial software
• Excellent communication skills, with the ability to simplify complex tax concepts for diverse audiences
• Experience using Broadridge's BPS and TFP systems
• Firm grasp of CIRO investment dealer requirements and a commitment to maintaining the highest standards of data privacy and accuracy

Benefits

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment
• Career growth and development opportunities
• Opportunities to contribute to community causes