An investment management companyHiring

Financial & Tax Reporting Analyst

  • Toronto, ON
  • Mid-level
  • Posted 5 days ago
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In one line

Tax and reporting analyst role covering mutual funds and ETFs, working with large financial datasets and building automated checks in Excel, SQL and Python.

About the role

An analytical, technically curious person fits here, one who enjoys digging into fund tax data and improving how it is processed. Accuracy and better controls matter more than speed alone.

At a glance

Pay
Not stated in the posting
Location
Toronto, ON
Seniority
Mid-level
Skills
Excel, Power Query, SQL, Python, Power BI, Power Automate
Posted
30 Oct 2026
Last checked
3 Nov 2026

What you will do

  • Support tax calculations for mutual funds and ETFs, including income, capital gains, distributions and expenses
  • Reconcile tax data across fund accounting records, custodians and tax systems, and resolve differences
  • Build exception-based reporting so the team reviews higher-risk items instead of whole datasets
  • Help with year-end tax processes, distribution planning and investor tax information

What they look for

  • Advanced Microsoft Excel, including PivotTables and complex formulas
  • Power Query and comfort handling and reconciling large datasets
  • Data validation and exception reporting experience
  • SQL, Python with pandas or similar libraries, Power BI, Power Pivot or Power Automate

Nice to have

  • Experience with fund accounting, portfolio accounting or custody work

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Questions about this job

Where is this job based?

The posting lists Financial & Tax Reporting Analyst as a role based in Toronto, ON, Canada.

What does this job pay?

The posting does not state a salary, so there is no figure to quote.

What experience is needed?

It is a mid-level role. The posting asks for: advanced Microsoft Excel, including PivotTables and complex formulas; power Query and comfort handling and reconciling large datasets; data validation and exception reporting experience. Skills it names include Excel, Power Query, SQL, Python.

How do I apply with Keywordise AI?

Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.

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An investment management companyToronto, ON
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