Senior Analyst, Tax Reporting (QI/FATCA/CRS)
Senior Analyst, Tax Reporting (QI/FATCA/CRS)
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Job Description
Job Description
Who We Are
At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best - both personally and expertly.
Your Opportunity:
Fidelity Clearing Canada (FCC) founded in Toronto in 2009 provides Canadian registered brokerage firms and portfolio managers with trade execution clearing custody and back-office support.
The Tax Reporting team at FCC manages all aspects of tax reporting for our clients including CDN plan/nonplan/estate reporting QI obligations US reporting and FATCA/CRS obligations & reporting.
The team has 3 main areas of focus:
- Plan/Estate reporting
- Non Plan reporting
- QI/FATCA/CRS obligations & reporting
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. In addition the individual provides backup as needed for the other areas. The role is expected to liaise with other internal groups to ensure efficient and accurate processes that make the most sense from a client and regulatory aspect. The role will also get involved with Policy & Procedure creation/update risk review training and other tasks as assigned.
The current opportunity is for an individual who can demonstrate expertise in QI & FATCA/CRS obligations including documentation review reconciliation of income and withholding and reporting to CRA & the IRS.
What You Will Do:
Primary Functions
The Tax Reporting team is responsible for:
- 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.
The team also gets involved with projects ranging from area specific to organization wide. They liaise with internal &/or external groups as applicable to ensure efficient and accurate processes that make the most sense from a client and regulatory perspective. The roles within the team provide an excellent client experience and are responsible for ensuring FCCs brand and reputation are protected by adhering to Fidelitys compliance and risk framework.
Compliance and Risk Framework
The roles within the team follow procedures/guidelines and take proactive steps to:
- 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
What We Are Looking For:
- 3 - 5 years of demonstrated experience in QI/FATCA/CRS obligations and reporting
- Knowledge of other Canadian reporting / filing processes an asset
- Work within the brokerage industry or a clearing firm an asset.
- University Degree completed or equivalent work experience
- Tax related courses is an asset.
- Industry courses such as CSC CMH CPA etc. an asset.
What You Bring:
- Demonstrated experience and knowledge of QI/FATCA/CRS obligations and reporting
- Excellent problem-solving skills
- Excellent client service skills
- Excellent communication skills written and oral
- Accurate and detailed oriented
- Proficiency with Microsoft Excel
- Ability to manage competing priorities effectively
- Knowledge of Broadridges Dataphile platform an asset
Fidelity Benefits and Perks!
Competitive total compensation package
Opportunity to participate in Fidelity profit-sharing program
Company contributes into your RRSP without a matching requirement from you
Health benefits and coverage with no requirement for employee paid premiums including up to $5000 for therapy
Health Care Spending Account
TELUS Health Virtual Care app
Health and Fitness Reimbursement
Up to $650 for home office equipment
Generous time off policy
2 paid days annually to volunteer
Access to over 11000 training and development courses
Tuition reimbursement
Monetary awards for completing a required designation
Annual dues reimbursement for professional designations
Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of25 weeks
Current work authorization for Canada is required for all openings
You will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement
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
Required Experience:
Senior IC
Employment Type
Full-Time
