Operations Tax Manager Job Toronto area,Ontario Canada,Finance & Banking

Description

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Role Overview

The Operations Tax Manager is a member of our Finance & Corporate Services team (Corporate Tax group) and reports to the Director, Corporate Tax.

They will serve as a subject matter expert (SME) on Canadian and U.S. tax slip reporting. This individual will provide technical guidance, regulatory insights, and consultative support to the Fidelity Investment Canada (“FIC”) operations team, ensuring compliance with evolving tax laws and industry standards. While this role does not carry ultimate responsibility for tax reporting execution, it is critical in shaping processes, advising on complex issues, and maintaining regulatory awareness.

What You Will Do:

Act as the primary tax technical resource for FIC’s operations and Canadian and U.S. tax slips reporting, including but not limited to:

T5/R3, T3/R16, T5013/R15, T5008/R18, NR4, T4

RSP/T4

RIF/T4A/R2, T4

FHSA/R32, T4A/R2

RSP contribution receipts, estate related tax slips, 1099, 1042 & 1042-SWithholding tax on registered plans and fund distributions to investors

Ad hoc tax queries

Upon engagement by the Operations team , provide consultative support to operational teams on interpretation and application of tax law and regulations, including advise on complex scenarios, corrections and exceptions handling

Monitor and interpret changes in Canadian and U.S. tax legislation, regulatory requirements, and industry practices as they relate to FIC’s operations/tax reporting

Communicate concise regulatory updates, implications, and guidance to stakeholders through notices and documentation

Identify potential tax-related risks and recommend mitigation strategies.

Advise on internal controls, policies, and procedures to ensure compliance with CRA, MRQ, IRS, and other relevant tax authorities.

Support internal/external tax audits by providing technical expertise and guidance on remediation of findings

Upon engagement by Client Services team, participate in projects related to tax matters and contribute technical insights

Recommend process improvements to reduce complexity, improve accuracy, and ensure regulatory compliance

On an as needed basis, support various aspects of the corporate tax function including FIC T4A- NR4 reporting

What We’re Looking For:

More than 5 years of working experience in an operational area with a focus on financial services industry

University degree in Accounting, Finance or Master of Taxation (or related field) or equivalent work experience.

Possess or be working towards a CPA designation is an asset

Enrollment of the CPA Canada In-Depth Tax Courses or Master of Taxation program is an asset.

Proficiency in tax preparation software and Microsoft Excel.

Expertise You Bring:

Excellent knowledge of Canadian and US tax reporting / filing processes

Good knowledge of the Canadian and global investment industry

Excellent problem-solving skills and attention to detail, with a pragmatic approach

Ability to manage multiple projects in a fast-paced environment.

Strong verbal and written communication skills.

You demonstrate strong tax technical knowledge, tax research, analytical skills

You have strong organizational, project management, and critical thinking skills.

You have strong leadership skills, are proactive and take ownership of your work

Strong interpersonal and presentation skills.

You are a quick learner, self-motivated, able to work independently, curious in asking good questions, “eager to learn”…


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