Fidelity Canada is the leading independent clearing broker and custodian in the Canadian market. The Operations Tax Specialist will manage all aspects of tax operations, including reporting and compliance for both Canadian and US tax obligations, while ensuring adherence to regulatory requirements and providing excellent 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
• Contribution Receipts
• Estate Receipts
• 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

• 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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