Senior Analyst, Tax

🔥 51 minutes ago

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💼 Consulting

🛡️ Insurance

💳 Fintech

🔥 Funding within the last year

💰 $393M Series E - Wealthsimple on 2025-10

Consulting • Insurance • Fintech

Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.

📋 Description

• 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