Senior Analyst, Tax
W
WealthsimpleFintech
Remote (Canada)Full-TimeSenior
SalaryCA$112K - CA$145K
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Job Details
- Experience
- 3-5+ years
- Required Skills
- Microsoft ExcelFinancial analysis
Requirements
- 3-5+ years of Canadian income tax and/or sales tax compliance experience.
- 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.
- 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.
- Clear written and verbal communication skills.
- CPA designation (or in progress) preferred.
- Experience in a high-growth or scaling fintech or financial services environment preferred.
- Experience in sales tax, SR&ED, transfer pricing, or cross-border tax matters preferred.
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.
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