Associate - BOR & Tax Operations
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 4 million users who trust us with more than $70 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.
We are looking for a detail-oriented individual to join our Tax Operations team. This is an excellent opportunity for someone looking to start or grow their career in financial services with a focus on Canadian tax reporting, compliance, and operations. You will play a key role in supporting the timely and accurate processing of client tax reporting, reconciliations, and operational tax requirements.
In this role you’ll have the opportunity to
Prepare, reconcile, and validate annual tax slips and registered plan reports, including T3, T5, NR4, RL-3, RL-16, as well as RRSP, TFSA, and FHSA contribution and withdrawal reporting, in compliance with CRA, Revenu Québec, and other regulatory requirements.
Manage the day-to-day operations of tax and book of record functions to ensure all client tax reporting and filings are accurate, timely, and compliant.
Test and validate tax slip data prior to filing, ensuring accuracy, completeness, proper formatting, and alignment with current regulatory standards.
Review client tax documentation (e.g., W-8BEN, W-9, and related forms) to confirm tax residency classification, ensure correct application of withholding tax (including U.S. withholding), and maintain appropriate documentation as required by regulatory authorities.
Investigate and process tax slip amendments, income reclassifications, and corrections to previously filed reports.
Review and distribute monthly client custodian and performance statements, including annual CRM2 reports, ensuring consistency and data integrity.
Collaborate with Engineering and Client Success teams to address tax slip and statement inquiries and support system enhancements through testing and feedback.
Perform monthly security pricing reviews and make necessary adjustments to ensure accurate valuation within internal systems.
Maintain and continuously update internal process documentation, reconciliation checklists, and tax control logs to support audit readiness and operational transparency.
Stay informed on changes to tax legislation, CRA/IRS guidance, and industry best practices, and share relevant updates with the broader team to ensure ongoing compliance and knowledge development.
What you'll bring
Post-secondary education in Accounting, Finance, Business Administration, or a related field.
1–2 years of experience in financial services, accounting, or tax operations (co-op/internship experience accepted).
Familiarity with Canadian tax slip types (T3, T5, NR4,T5008, T5013 slips and MRQ equivalent RL slips) is an asset.
Strong proficiency in Excel and knowledge on SQL and Jira is a plus.
Excellent attention to detail and ability to manage repetitive tasks accurately.
Strong organizational and time management skills, especially during peak tax reporting season.
Team-oriented with strong communication and problem-solving skills.
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 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 1,000 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.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
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.
Associate - BOR & Tax Operations
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 4 million users who trust us with more than $70 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.
We are looking for a detail-oriented individual to join our Tax Operations team. This is an excellent opportunity for someone looking to start or grow their career in financial services with a focus on Canadian tax reporting, compliance, and operations. You will play a key role in supporting the timely and accurate processing of client tax reporting, reconciliations, and operational tax requirements.
In this role you’ll have the opportunity to
Prepare, reconcile, and validate annual tax slips and registered plan reports, including T3, T5, NR4, RL-3, RL-16, as well as RRSP, TFSA, and FHSA contribution and withdrawal reporting, in compliance with CRA, Revenu Québec, and other regulatory requirements.
Manage the day-to-day operations of tax and book of record functions to ensure all client tax reporting and filings are accurate, timely, and compliant.
Test and validate tax slip data prior to filing, ensuring accuracy, completeness, proper formatting, and alignment with current regulatory standards.
Review client tax documentation (e.g., W-8BEN, W-9, and related forms) to confirm tax residency classification, ensure correct application of withholding tax (including U.S. withholding), and maintain appropriate documentation as required by regulatory authorities.
Investigate and process tax slip amendments, income reclassifications, and corrections to previously filed reports.
Review and distribute monthly client custodian and performance statements, including annual CRM2 reports, ensuring consistency and data integrity.
Collaborate with Engineering and Client Success teams to address tax slip and statement inquiries and support system enhancements through testing and feedback.
Perform monthly security pricing reviews and make necessary adjustments to ensure accurate valuation within internal systems.
Maintain and continuously update internal process documentation, reconciliation checklists, and tax control logs to support audit readiness and operational transparency.
Stay informed on changes to tax legislation, CRA/IRS guidance, and industry best practices, and share relevant updates with the broader team to ensure ongoing compliance and knowledge development.
What you'll bring
Post-secondary education in Accounting, Finance, Business Administration, or a related field.
1–2 years of experience in financial services, accounting, or tax operations (co-op/internship experience accepted).
Familiarity with Canadian tax slip types (T3, T5, NR4,T5008, T5013 slips and MRQ equivalent RL slips) is an asset.
Strong proficiency in Excel and knowledge on SQL and Jira is a plus.
Excellent attention to detail and ability to manage repetitive tasks accurately.
Strong organizational and time management skills, especially during peak tax reporting season.
Team-oriented with strong communication and problem-solving skills.
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 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 1,000 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.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
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.