Senior Analyst, Tax

BUILD SOMETHING PEOPLE LOVE

Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.

About the team

The Finance team is where numbers become decisions. We partner closely with business leaders across the company to make sure Wealthsimple is allocating resources wisely, hitting its targets, and building toward long-term sustainability. Within Finance, the Tax team is responsible for managing Wealthsimple's tax profiles across a growing number of legal entities and products — balancing tax law compliance while enabling business strategy. We're a small, high-trust team embedded in the business, and we hold ourselves to a high bar for both rigour and clarity.

About the role

As Wealthsimple grows, so does the scope and complexity of its tax structure and obligations. You'll be the key preparer for income tax and sales tax filings, provisions, and reconciliations, reporting to the Director, Tax and working closely with the other Tax Managers on the team. You'll bring strong technical grounding in Canadian tax compliance and accounting, a sharp eye for accuracy, high level of rigour in documentation, while looking for smart ways to automate and modernize workflows.

In this role you'll have the opportunity to:

• 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

Skills you'll bring:

• 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

Nice to have:

• CPA designation (or in progress) or working toward a similar professional qualification

• Experience in a high-growth or scaling fintech or financial services environment

• Experience in sales tax, SR&ED, transfer pricing, or cross-border tax matters

• Experience working with tax technology tools or process automation

Who you are:

• Detail-oriented and reliable — you own the monthly cycle end-to-end and don't let things slip

• Comfortable with repetitive, recurring compliance work, but always looking for ways to make it faster, cleaner, or more accurate

• A strong teammate — proactive, communicative, and easy to coordinate with on shared deadlines

• Curious about how AI and automation can change the way compliance work gets done, and eager to help build that into the team's day-to-day

• Someone who takes ownership of their deliverables and follows through on open items without needing to be chased

WHY WEALTHSIMPLE?

🌸 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

🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.