Tax Producer creating Canadian and U.S. tax podcasts for LumiQ, an audio - first professional education platform. Researching topics, coordinating experts, and developing engaging CPD content.
About the role
- Senior Analyst managing tax compliance and accounting for Wealthsimple's financial products. Overseeing income and sales tax filings while ensuring accuracy and efficiency in financial processes.
Responsibilities
- Take on the key preparer role for month-end and quarter-end tax accounting processes, including the preparation of provision calculations, account reconciliations, and supporting schedules
- Prepare monthly, quarterly, and annual sales tax returns (GST/HST/QST and other applicable indirect taxes) and related monthly reconciliations across Wealthsimple's legal entities
- Prepare income tax returns and related account reconciliations on a monthly basis
- Maintain accurate, audit-ready documentation and working papers for all tax filings and reconciliations
- Identify discrepancies, resolve reconciling items, and flag process gaps to the Tax Team
- Partner with Finance, Accounting, and other cross-functional teams to ensure tax compliance data flows accurately and on time
- Contribute to special projects, including process improvements, automation and AI-enabled initiatives, technical research, tax modelling, audit response and advisory support
Requirements
- 3-5+ years of Canadian income tax and/or sales tax compliance experience, ideally within a financial institution, fintech, or public accounting environment
- Strong knowledge of Canadian corporate income tax return preparation (T2)
- Solid understanding of tax accounting concepts (provisions) under IFRS
- Advanced Excel skills and comfort working with large data sets and multiple reconciliations in an efficient and scalable manner
- Experience in using technology and AI tools to improve accuracy, documentation, and efficiency in recurring compliance work
- Strong attention to detail and organizational skills, with the ability to manage multiple deadlines across income tax and sales tax cycles
- Clear written and verbal communication skills, with the ability to summarize technical tax matters for non-tax audiences.
Benefits
- Top-tier health benefits and life insurance
- Long-term group savings with employer match, through Wealthsimple for Business
- 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
- 90 days away: work outside Canada for up to 90 days per year
- Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
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