Senior Manager, Client Tax

Job not on LinkedIn

🔥 14 hours ago

🇨🇦 Canada – Remote

💵 CA$152k - CA$190k / year

⏰ Full Time

🟠 Senior

🤝 Client Partner

👻 Ghost score 0%

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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

• Lead Wealthsimple’s client tax function across brokerage products and regulated entities • Lead the strategy, operating model, and execution of the client tax operating function across Canadian and applicable U.S. requirements • Own delivery of client tax slips, registered-account reporting, client statements, and related regulatory filings • Manage readiness, controls, quality assurance, amendments, and regulator communications • Establish and maintain governance for QI, FATCA, CRS, non-resident withholding, and client reporting obligations • Advise CXO, Product, Engineering, and Operations leaders on client tax treatment, reporting implications, data quality, system requirements, testing, automation, process design, and issue resolution • Lead, coach, and develop the Client Tax team, including priorities, hiring, onboarding, performance management, and career development • Implement AI and automation strategies to improve operational efficiency and support growth • Provide technical research, recommendations, and executive-level communication on tax reporting issues, regulatory change, controls, and investment priorities • Partner with CXO on reporting processes, communications, issue resolution, and reliable client experience

🎯 Requirements

• 8+ years of progressive experience in client tax reporting, financial services tax, brokerage operations, regulatory reporting, or a related function • Significant experience directly leading and developing people • Deep knowledge of Canadian brokerage tax reporting and registered-account requirements • Knowledge of relevant CRA, Revenu Québec, and applicable U.S. reporting obligations • Experience with QI, FATCA, CRS, withholding tax, client statements, book-of-record data, and controls for high-volume regulated reporting • Track record leading cross-functional programs involving Product, CXO, Engineering, Operations, Compliance, Legal, and external stakeholders • Strong analytical, communication, and judgment skills • CPA designation or equivalent professional qualification (nice to have) • In-Depth Tax Program or equivalent Canadian tax specialisation (nice to have) • Experience with CIRO/CRM2/CRM3 reporting, fintech, digital brokerage, or high-growth financial-services environments (nice to have) • Experience scaling reporting through automation, modern data tooling, and operational-control frameworks (nice to have) • Experience in a Big Four or national accounting firm, or comparable advisory environment (nice to have) • Legally eligible to work in Canada

🏖️ Benefits

• Top-tier health benefits and life insurance • Long-term group savings with employer match, through Wealthsimple for Business • 20 vacation days per year • 4 wellness days per year • Unlimited sick and mental health days per year • Work outside Canada for up to 90 days per year • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS • Equity compensation for permanent employees • Hybrid team collaboration across North America