Tax Specialist

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology we take financial services that are often confusing opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada with over 3 million users who trust us with more than $40 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

What you will be responsible for:

• Prepare monthly accruals for tax liabilities and month-end tasks

• Review quarterly and year-end tax provision

• Review sales tax returns and supporting working papers

• Review tax compliance (includes tax slips corporate tax returns elections and foreign reporting such as T1134 and T106) and supporting working papers

• Review monthly intercompany charges calculation and supporting working papers

• Calculate tax instalments and monitoring remittances to tax authorities

• Assist with any tax transactions or reorganization

• Assist with gathering documents to respond to correspondence from tax authorities (CRA Revenue Quebec IRS)

• Assist with establishing and implementing cross platform integration and other process improvements

• Reviewing sales tax code the vendor set-up process in the Financial Systems

• Reviewing expenses processed by Accounts Payable and ensuring sales taxes are captured properly

• Support for rotational program and coach accountants

Skills and experience we’re looking for:

• Minimum 4 to 5 years of related experience in corporate tax compliance and accounting from public practice or industry

• CPA designation is required

• Has completed or in the process of completing Level II CPA’s In-Depth Tax Course

• Knowledge in US corporate tax and Canadian sales tax is an asset

• Knowledge in financial service offering and products or experience in FinTech is an asset

• Experience with Taxprep and Netsuite is an asset

• Ability to prioritize to meet deadlines for multiple deliverables

• Ability to work independently or collaboratively and identify opportunities for process improvement

• Strong analytical and problem solving skills

• Detail-oriented and communicates well

Why Wealthsimple?

🤑 Competitive salary with top-tier health benefits and life insurance

📈 Retirement savings matching plan using Wealthsimple Work

🌴 20 vacation days per year and unlimited sick and mental health days

📚 Up to $1500 per year towards wellness and professional development budgets respectively

🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow Women of Wealthsimple Black @ WS)

💖 Company-wide wellness days off scheduled throughout the year

We’re a remote-first team with over 1000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

DEI Statement

At Wealthsimple we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race religion colour national origin gender sexual orientation age marital status or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond please let us know and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.