Operations Tax Specialist

Fidelity Canada is a leading financial services provider that has been helping Canadian investors for over 35 years. They are seeking an Operations Tax Specialist to manage tax reporting functions, ensuring compliance with regulatory obligations and providing excellent client service.

Responsibilities

• Timely and accurate tax slip production & distribution to all clients, and filing with regulators
• Document review as needed (QI, NR, RC forms)
• Withholding tax remittance
• Various reconciliations to ensure appropriate and accurate tax reporting
• Interfacing with tax authorities for ongoing correspondence & audits
• Maintain satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews
• Ensure all reporting is completed accurately on or before regulatory deadlines
• Stay current with regulatory environment governing tax responsibilities
• Identifying issues and risks (financial & regulatory)
• Ensure all internal and external tax accounts are reconciled

Skills

• 1- 2 years of operational experience
• University Degree completed, or equivalent work experience
• Excellent problem-solving skills
• Excellent client service skills
• Excellent communication skills, written and oral
• Accurate, and detailed oriented
• Proficiency with Microsoft Excel
• Ability to work independently, and to manage competing priorities effectively
• Knowledge of Canadian &/or US reporting / filing processes, an asset
• Knowledge of QI/FATCA/CRS obligations/filing processes an asset
• Work within the brokerage industry or a clearing firm an asset
• Tax related courses, an asset
• Industry courses such as CSC, CMH, CPA, etc., an asset
• Knowledge of Broadridge's Dataphile platform an asset

Benefits

• Performance Bonus Eligible for a discretionary bonus that rewards your contributions and results.
• RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

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