Vice President, Client Tax Operations and Advisory

4 weeks ago

Toronto ON, Canada Scotiabank Full time
Title: Vice President, Client Tax Operations and Advisory

Requisition ID: 209869

We are committed to investing in our employees and helping you continue your career at Scotiabank.

Purpose

The VP, Client Tax Operations and Advisory will lead a centralized client tax operations and advisory center of excellence to optimize and standardize client and advisor experiences, including tax processing functions in GWM/GBM and proactively address any tax-related concerns, including new regulatory requirements.

This position will oversee Canadian and foreign tax regimes impacting our product and client operations and will ensure operational compliance with CRA, FATCA, CRS, IRS (QI, US filing) and other applicable regulatory tax requirements.

Accountabilities

  • Leads and drives a customer-focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Provides leadership to the client tax operations and advisory center of excellence team for Global Wealth Management (SGAM and WM) and Global Banking & Markets, Canadian and International Banking (FATCA/CRS specific).
  • Leads and oversees the production of timely and accurate client Canadian and US tax withholdings/remittance & reporting.
  • Leads and oversees a governance and oversight framework for ensuring ongoing operational compliance of CRA, FATCA, CRS, IRS (QI, US filing) and other applicable regulatory tax requirements.
  • Overall accountability for the delivery, execution and maintenance of the FATCA and CRS reporting program.
  • Oversee the execution and maintenance of the enterprise FATCA/CRS reporting processes and control components.
  • Develops and executes on a tax infrastructure modernization plan to improve existing resiliency, drive straight through processing and to meet future tax requirements.
  • Leads remediation efforts of identified tax operations issues and gaps by recommending the best course of action to remediate.
  • In partnership with Global Taxation, reviews and defines requirements for upcoming new regulatory tax requirements.
  • Leads and oversees a team responsible for tax compliance and tax operations for all proprietary mutual funds and private asset products.
  • Lead tax advisory and planning on all new product creation/launches from end to end.
  • With oversight provided by Global Taxation, identify tax risks and establish and implement policies and controls.
  • With oversight provided by Global Taxation, provide expert tax advisory and solutions to product development, portfolio management and the executive team.
  • Directs day-to-day activities in a manner consistent with the Bank’s risk culture and the relevant risk appetite statement and limits.
  • Creates an environment in which his/her team pursues effective and efficient operations in accordance with Scotiabank’s Values and Code of Conduct.
  • Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team.

Education / Experience

  • CPA with at least 10+ years of progressive tax experience in an accounting firm or Financial Institution.
  • Strong understanding and experience in client tax reporting and tax accounting for different fund structures.
  • Completion of CPA In-Depth Tax Program would be an asset.
  • Strong tax advisory experience and understanding tax operations.
  • Strong leadership, communication, and presentation skills.
  • Familiarity with data analytics and tax related technology.
  • Knowledge of FATCA and CRS requirements.
  • Knowledge of Qualified Intermediary (QI) compliance and related reporting requirements.
  • Knowledge of income tax treaties, particularly with respect to withholding and permanent establishment issues.
  • Knowledge of mutual funds, structured investment products, equities, securities borrow and lending activities.

Location(s): Canada : Ontario : Toronto

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.

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