Ramez Seif

Client Reporting Tax Analyst @Ci Global Asset Management

Toronto, ON, CA

Supporting year-end tax reporting for CI Financial and Assante Wealth Management, including exempt distributions filing, estate tax slip generation, and XML submissions to CRA/MRQ- Creating and maintaining tax shells, reviewing tax factors, and performing quality control to ensure accuracy and compliance across all filings- Managing large datasets for provincial filings and reconciliations, leveraging advanced Excel skills to streamline reporting processes- Collaborating cross-functionally to meet tight deadlines, demonstrating strong analytical thinking, attention to detail, and adaptability in a fast-paced environment