Operations Tax Specialist

Fidelity International is a leading independent clearing broker and custodian in the Canadian market, and they are seeking an Operations Tax Specialist to manage all aspects of tax operations including reporting and compliance. The role involves collaborating with internal stakeholders to ensure accurate tax reporting for Canadian and US clients, while adhering to regulatory requirements and maintaining high standards of customer service.

Responsibilities

• Manage, oversee and ensure accurate completion of all Canadian and US tax reporting
• Manage all client critical year-end processes for accuracy
• Canadian tax reporting and delivery cycle function, including but not limited to the following: T5/R3, T3/R16, T5013/R15, T5008 NR4, T4RSP, T4RIF
• US tax reporting and delivery cycle function, including but not limited to the following: 1099INT, DIV and B, 1042S, form 1042 and 945
• Manage FATCA/CRS reporting for all FCC’s clients
• Manage all QI obligations for FCC as a withholding QI
• Document review as needed (QI, NR, RC forms)
• Maintenance of satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews
• Ensure all reporting is completed on or before regulatory deadlines
• Stay current with regulatory environment governing tax responsibilities
• Accountable for identifying issues and risks (financial & regulatory)
• Ensure all internal and external tax accounts are reconciled
• Be a role model for our employees for delivering stellar quality customer service interactions to our internal and external customers to exceed their expectations and create a positive experience
• Provides backup as needed for the other areas as needed
• Liaise with other internal groups to ensure efficient and accurate processes that make the most sense from a client and regulatory aspect
• Involved with documentation review/update, projects and other tasks

Skills

• Current work authorization for Canada is required for all openings
• 1 - 2 years of operational experience
• Excellent problem-solving skills
• Excellent communication skills, written and oral
• Proficiency with Microsoft Excel
• Accurate and detailed oriented
• Excellent customer service orientation
• Ability to work independently, manage competing priorities effectively
• Knowledge of Canadian and/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
• University Degree completed, or equivalent work experience, an asset
• Tax related courses and CMA, an asset
• Industry courses such as CSC, CMH, CPA, offered by the CSI, etc., an asset
• Knowledge of Broadridge's Dataphile platform, an asset

Benefits

• Base Salary and Discretionary Performance Bonus
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

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