Operations Tax Specialist Sr.

Operations Tax Specialist Sr

You will be working on a flexible hybrid schedule as part of Fidelitys Dynamic working Policy.

The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Current work authorization for Canada is required for all openings.

About Us:

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution clearing custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.

For more information about Fidelity Clearing Canada please visit Opportunity:

The Operations Tax team is responsible for managing all aspects of Fidelity Clearing Canadas tax operations including reporting and compliance. This includes the production and distribution of tax slips to clients as well as interaction with tax authorities for withholding tax remittance reconciliations and audits. The team maintains direct engagement with FCC clients on tax-related matters. The roles within the team are responsible for ensuring that Fidelitys brand and reputation are protected by adhering to Fidelitys compliance and risk framework.

The Senior Specialist Tax Reporting serves as a subject matter expert in one or more of the teams three core focus areas (Canadian US and Global Reporting) while also providing cross-functional support as needed This role collaborates with internal stakeholders to drive efficient accurate and client-focused processes that meet regulatory requirements. Additional responsibilities include contributing to documentation updates participating in projects and supporting other initiatives as assigned.

What You Will Do:

The Operations Tax team is responsible for:

Tax Reporting - Canada & US

• 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

QI & FATCA/CRS Reporting - US & Global

• Manage all QI obligations for FCC as a withholding QI
• Manage FATCA/CRS reporting for all FCCs clients
• Document review as needed (QI NR RC forms)

Compliance and Regulatory Environment

• Maintenance of satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews
• Ensure all reporting is completed on or before regulatory deadlines
• Accountable for identifying issues and risks (financial & regulatory)
• Ensure all internal and external tax accounts are reconciled
• Stay current with regulatory environment governing tax responsibilities
• Conduct ongoing research to ensure that current processes remain compliant with applicable regulations and are proactively aligned with upcoming changes in the regulatory environment
• Document review as needed (QI NR RC forms)

Customer Service

• 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
• The Senior Analyst Tax Reporting is expected to be the subject matter expert in 1 or more of the 3 main areas of team focus.
• 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 assigned

What We Are Looking For:

• 3 - 5 years of experience in tax processing and reporting
• Working experience within the brokerage industry or a clearing firm an asset
• University Degree completed an asset
• Tax related courses and CMA an asset
• Industry courses such as CSC CMH CPA offered by the CSI etc. an asset

What You Bring:

• Excellent knowledge of Canadian or US tax reporting / filing processes
• Working knowledge of dividends income processing reorg registered plans
• Excellent problem-solving skills
• Excellent communication skills written and oral
• Proficiency with Microsoft Excel
• Accurate and detailed oriented
• Knowledge of Broadridges Dataphile platform an asset
• Excellent customer service orientation
• Ability to manage competing priorities effectively

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. Thats why we offer a competitive compensation package designed to support your success todayand your financial well-being tomorrow.

For this role your total rewards include:

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $80000 to $110000 based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment we invest in your future with an RRSP contributionno employee matching required.

Were proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organizationan opportunity to step into a role where your talents will make a meaningful difference.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview the recruiter who contacts you can best answer your questions.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race color religion sex sexual orientation gender identity or expression national or ethnic origin age disability family status protected veterans status Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation please email us at .

No telephone inquiries or agencies please. We thank all applicants for their interest please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity

We are proud to be recipients of the following:

Awards

Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top Family-Friendly Employers
o Canadas Top Employers for Young People

Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Todays Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada

Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team