Senior Advisor Taxation

5 hours ago

Montreal Quebec GF, CA National Bank Full time

A career in accounting and taxation at National Bank means contributing to the Bank's transformation and having a direct impact on clients. As a Senior Advisor - Taxation, you will work in a complex sector to help understand business issues and respond to the needs of different stakeholders to support the implementation of important initiatives.

National Bank’s Investment Fund Administration team is responsible for calculating investment fund unit prices, producing financial statements, and preparing tax returns.

It will be through your knowledge of the sector, the different products, your coaching experience and your interest in taxation/accounting/securities that you will stand out.

Your role

  • Analyze the tax situation of investment funds and make recommendations.
  • Coach a team made up of 8 professionals responsible for delivering the different activities.
  • Guide the team and participate in the calculation of distributions and the production of tax returns for investment funds.
  • Manage a strategic relationship with internal and external partners with the aim of establishing a collaborative relationship, influencing decisions and encouraging an increase in the volume of activities.
  • Develop, implement and evolve effective controls and working tools allowing the achievement of high quality standards, thus ensuring the integrity of financial data in the calculation of investment funds.
  • Monitor the industry and ensure the application of tax and securities rules in the team's various deliverables.
  • Calculate distributions of income and capital gains as well as produce tax returns for investment funds
  • Participate in and coordinate projects and ensure their monitoring.
  • Collaborate and contribute to the improvement of activities and processes.

Your team

The Taxation team of the Investment Operations sector consists of 10 professionals. Supported by tax experts, our team analyzes and interprets data to make the best decisions for our clients and partners while meeting the challenges of tax and securities law.

Basic requirements

  • Completed Bachelor's degree in Accounting or Finance and 7 to 10 years of relevant or related experience in the sector of activity (accounting, taxation and risk management)
  • Experience in filing tax returns for trusts and corporations
  • Knowledge of investment funds and trusts, mandatory
  • Increased knowledge of investment fund distributions
  • Knowledge of tax, accounting and securities standards applying to investment funds
  • Knowledge of the system: FMC - PACER (SS&C)
  • Advanced knowledge of Excel (complex formulas and pivot tables)
  • Ability to handle pressure and good management of priorities
*Temporary position of 12 months with possibility of extension at the end of the mandate. Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us

  • Sr Analyst, Canadian Taxation

    1 week ago

    Montreal, Quebec, G4F, CA Produits forestiers Résolu Full time

    Resolute Forest Products, founded more than two centuries ago, is a global leader in the forest products industry. Through the years, it has built more than 20 predecessor companies and supported hundreds of communities. The company owns or operates some 40 facilities, as well as power generation assets, in the United States and Canada. Our 6,600+...

  • Vice President Global Taxation

    1 month ago

    Montreal, Quebec, G4F, CA CAE Inc Full time

    Role and ResponsibilitiesVice President Global TaxationSUMMARYReporting to the Chief Financial Officer (“CFO”), the Vice President Global Taxation will be responsible for the complete oversight and direction of the tax function at CAE, including tax planning, tax compliance, tax reporting, and all tax aspects of business strategy and business...

  • Vice President Global Taxation

    1 month ago

    Montreal, Quebec, G4F, CA CAE Full time

    Role and Responsibilities Vice President Global Taxation SUMMARY Reporting to the Chief Financial Officer (“CFO”), the Vice President Global Taxation will be responsible for the complete oversight and direction of the tax function at CAE, including tax planning, tax compliance, tax reporting, and all tax aspects of business strategy and business...

  • Vice President Global Taxation

    1 month ago

    Montreal, Quebec, G4F, CA CAE Inc Full time

    Role and ResponsibilitiesVice President Global TaxationSUMMARYReporting to the Chief Financial Officer (“CFO”), the Vice President Global Taxation will be responsible for the complete oversight and direction of the tax function at CAE, including tax planning, tax compliance and tax reporting, and all tax aspects of business strategy and business...

  • Vice President Global Taxation

    1 month ago

    Montreal, Quebec, G4F, CA CAE Full time

    Role and ResponsibilitiesVice President Global TaxationSUMMARYReporting to the Chief Financial Officer (“CFO”), the Vice President Global Taxation will be responsible for the complete oversight and direction of the tax function at CAE, including tax planning, tax compliance and tax reporting, and all tax aspects of business strategy and business...

  • Estate Planning Drafting Advisor

    2 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    *** Please note that this position can be held from different cities in Quebec including Montreal, Laval, Brossard or Quebec **Pursuing a career as a Senior Estate Planning Drafting Advisor at National Bank Financial (NBF) means being at the heart of our client advice center and working in collaboration with our various estate planning specialists (lawyers...

  • Senior Advisor, IT Security

    1 month ago

    Montreal, Quebec, G4F, CA Desjardins Group Full time

    Senior Advisor, IT Security page is loaded Senior Advisor, IT Security Apply remote type The work arrangement for the position is hybrid work locations Montréal 200, rue des Commandeurs Lévis time type Full time posted on Posted 2 Days Ago job requisition id R2408552 As a senior IT security advisor, you help protect IT hardware, software and data against...

  • Analyste principal(e) fiscalité canadienne

    1 month ago

    Montreal, Quebec, G4F, CA Domtar Corporation Full time

    Position title: Sr Analyst, Canadian TaxationLocation: Montreal (hybrid)Reports to: Manager, Canadian TaxationThe Canadian Taxation group, which is part of the Taxation department, which also includes US taxation and international taxation, is dedicated to ensuring the sound management of Canadian tax issues in a changing environment. It must ensure that...

  • Senior Advisor, IT Security

    4 weeks ago

    Montreal, Quebec, G4F, CA Desjardins Group Full time

    Senior Advisor, IT Security Apply Remote type: The work arrangement for the position is hybrid work. Locations: Montréal, 200, rue des Commandeurs Lévis Time type: Full time Posted on: Posted 2 Days Ago Job requisition ID: R2408552 As a senior IT security advisor, you help protect IT hardware, software and data against modification, destruction, and...

  • Senior Advisor, IT Security

    4 weeks ago

    Montreal, Quebec, G4F, CA Desjardins Group Full time

    As a senior IT security advisor, you help protect IT hardware, software and data against modification, destruction, and accidental or unauthorized disclosure. You also assist in authentication and access control by designing, administering and controlling proven security systems. You analyze IT system vulnerabilities and implement protective measures to back...

  • Senior advisor, Operational efficiency

    4 weeks ago

    Montreal, Quebec, G4F, CA Desjardins Group Full time

    As a senior operational efficiency advisor, you help design and improve business processes and operations based on business models and organizational structures to boost operational efficiency. You lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors. You help develop and recommend strategic...

  • Senior Digital Deployment Advisor

    2 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    Being a Senior Digital Deployment Advisor means having a comprehensive view of digital business challenges to provide the best recommendations and guidance regarding deployments and change management. Through your leadership qualities, project management knowledge, innovative mindset, and ability to effectively manage change, you facilitate decision-making...

  • Senior Sourcing Advisor

    1 month ago

    Montreal, Quebec, G4F, CA National Bank Full time

    Being a Senior Advisor in the Sourcing team at National Bank means contributing to the negotiation of commercial agreements that support our banking products and services offering. It also means being involved in projects that require expertise in multiple legal fields, including technology, commercial agreements and information security. This job will allow...

  • Senior Advisor, Data engineering

    1 month ago

    Montreal, Quebec, G4F, CA Desjardins Full time

    ```html As a senior data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, sorting and transparently mining data. You help develop, maintain, support and run computer applications and data pipelines, while ensuring the functional analysis, IT design, coding, fine-tuning and documentation of programs. You...

  • Senior Advisor Deployment Cadence Management

    1 month ago

    Montreal, Quebec, G4F, CA Banque Nationale du Canada Full time

    Senior Advisor Deployment Cadence ManagementHybridJob Number: 21995Category: Senior ProfessionalStatus: PermanentSchedule: Full-TimeDate: 08-Aug-2024Area of Interest: OperationsBeing a Senior Advisor in P&E Deployment Cadence Management means having a global perspective of the business deployments that will impact P&E in order to provide the best...

  • Senior Advisor Expertise Center

    1 month ago

    Montreal, Quebec, G4F, CA Banque Nationale du Canada Full time

    A career as a senior advisor in Private Banking 1859’s Expertise Centre team at National Bank means helping to support the PB1859 team and clients. This job allows you to have a positive impact on our organization, thanks to your communication and analytical skills and your experience in financial planning. Support the expert advisors of the expertise...

  • Senior Advisor, Marketing

    4 weeks ago

    Montreal, Quebec, G4F, CA Desjardins Group Full time

    Temporary position for 12 months. As a senior marketing advisor, you help develop and update the organization’s products and services to meet member/client needs and support business development. You analyze market needs and develop and implement product and service marketing strategies. You lead planning and development projects, feasibility studies, and...

  • Senior Advisor Deployment Cadence Management

    1 month ago

    Montreal, Quebec, G4F, CA National Bank Full time

    Being a Senior Advisor in P&E Deployment Cadence Management means having a global perspective of the business deployments that will impact P&E in order to provide the best recommendations and orientations in terms of deployment sequencing and change management. Through your leadership qualities, your knowledge of deployment strategy, your understanding of...

  • Senior Advisor Capacity Management

    1 month ago

    Montreal, Quebec, G4F, CA National Bank Full time

    As a Senior Advisor, in the Strategy, Performance and Portfolio Management team at National Bank, you’ll work with the Operations Commercial Banking and Operations Investments teams by using your expertise to help improve their performance and efficiency. Your role Be an expert advisor on capacity management for the Vice-Presidents Use your influence for...

  • Manager, Tax Controversy

    1 month ago

    Montreal, Quebec, G4F, CA MNP Full time

    Make an impact with our Tax Controversy team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor, you’ll assist clients with the prevention, management and resolution of disputes with the Canada Revenue Agency (CRA) and Revenu Quebec (RQ).MNP is...