Fidelity Canada · 5 days ago
Operations Tax Specialist
Toronto, Ontario, Canada
Full-time
Hybrid
Entry Level
$65K/yr - $75K/yr
1+ years expFidelity Canada is a leading financial services provider that has been helping Canadian investors for over 35 years. They are seeking an Operations Tax Specialist to manage tax reporting functions, ensuring compliance with regulatory obligations and providing excellent client service.
FinanceFinancial ExchangesFinancial Services
Responsibilities
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
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
Qualification
Required
1- 2 years of operational experience
University Degree completed, or equivalent work experience
Excellent problem-solving skills
Excellent client service skills
Excellent communication skills, written and oral
Accurate, and detailed oriented
Proficiency with Microsoft Excel
Ability to work independently, and to manage competing priorities effectively
Preferred
Knowledge of Canadian &/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
Tax related courses, an asset
Industry courses such as CSC, CMH, CPA, etc., an asset
Knowledge of Broadridge's Dataphile platform an asset
Benefits
Performance Bonus Eligible for a discretionary bonus that rewards your contributions and results.
RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
Company
Fidelity Canada
Fidelity Canada is a provider of financial services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Brookfield Asset Management
2023-07-12Private Equity
2008-11-30Private Equity
Recent News
2025-11-27
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