Salary Range: $60,000 - $65,000
Who we are:
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.
We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.
Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a knowledgeable, organized and detail-oriented Senior Associate who enjoys analyzing and researching issues, to join their Client Tax Reporting team. This is a full-time 12-month contract.
Primary Responsibilities – Peak Tax Season (High Priority):
- Review the uploaded CDS Tax Factors in the Tax Module for accuracy during tax season.
- Validate and submit CRA and IRS tax files; liaise with internal/external stakeholders to resolve any outstanding issues.
- Perform withholding tax corrections (e.g., non-treaty to treaty rate adjustments).
- Run tax-related queries, review data, and report or escalate incorrect transactions for resolution.
- Process and mail out amended tax slips and reports as directed.
- Provide additional support and coverage during peak tax season, including extended duties as required.
- Assist with reviewing the FATCA and CRS error files for CRA Tax Filing.
Ongoing and Year-Round Responsibilities:
- Perform weekly, monthly, quarterly, annual, and year-end tax functions, ensuring all deadlines are met.
- Review and reconcile tax control accounts, ensuring that corrections are processed accurately and timely.
- Conduct the annual review of International Tax Treaties and update the country matrix to reflect on any changes.
Skills & Qualifications:
- Experience with tax reporting systems such as Dataphile, Hummingbird, CDS, and DTCC is strongly preferred.
- Working knowledge or experience with U.S. withholding tax and Canadian Non-Resident withholding tax is an asset.
- Familiarity with Canadian, Quebec, and IRS tax reporting requirements, including relevant tax slips (e.g., T5, T3, T5013, T5008, NR4, 1042-S).
- General understanding of the securities industry, investment products, and corporate actions. Knowledge of Canadian income tax concepts; completion of or enrollment in the Canadian Securities Course (CSC) is an asset.
- Strong reconciliation skills, supported by education or experience in accounting, finance, or mathematics.
- Highly organized and exceptionally detail-oriented, with a commitment to accuracy.
- Effective time management skills, with the ability to prioritize tasks, meet deadlines, and perform well under pressure.
- Strong problem-solving skills; able to work both independently and collaboratively in a team environment.
- Excellent interpersonal, verbal, and written communication skills.
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All applications will be held in strict confidence.
In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
Protecting your online safety:
Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.
