Niloufer N.

Reporting Analyst @CI Financial

Toronto, ON, CA

Prepared year-end and amended tax files and slips (1042-S, 1099-B/DIV/INT, Form 1042, Form 945, Part Part XIX) ensuring full compliance with CRA and IRS regulations.Collaborated with business teams to remit tax obligations to the IRS, achieving 100% on-time distribution.Conducted monthly reconciliation of U.S. tax withholding and remittance. Identified and resolved tax withholding discrepancies during quarterly health checks, escalating findings to the relevant team for timely resolution.Reviewed client tax documents for compliance with QI, FATCA, and CRS during annual due diligence checks.Validated data by sample-checking tax reports against client account activity, enhancing data accuracy.Supported the Tax team with tax package mailouts, tax slip generation, amendments, and client inquiries.

Osmania University

Bachelor of Commerce (B.Com.)

Seneca Polytechnic

Postgraduate Degree, Business Analytics

Conestoga College

Postgraduate Degree, Project Management