Senior Manager, Client Tax

📋 Description

• Lead the strategy, operating model, and execution of Wealthsimple’s client tax operating function
• Own the end-to-end delivery of client tax slips, registered-account reporting, client statements
• Establish and maintain robust governance for QI, FATCA, CRS, non-resident withholding, and client
• Trusted advisor and partner to CXO, Product, Engineering, and Operations leaders on new-product
• Lead, coach, and develop the Client Tax team, including setting team priorities, hiring and
• Implement AI and automation strategies to create significant operational efficiencies and leverage

🎯 Requirements

• 8+ years of progressive experience in client tax reporting, financial services tax, brokerage
• Deep knowledge of Canadian brokerage tax reporting and registered-account requirements, including
• Experience with QI, FATCA, CRS, withholding tax, client statements, book-of-record data, and the
• A track record of leading cross-functional programs involving Product, CXO, Engineering
• Strong analytical, communication, and judgment skills, with the ability to turn complex regulatory

🎁 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