Operations Tax Specialist

Join to apply for the Operations Tax Specialist role at Fidelity Canada. Who We Are At Fidelity, we’ve 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 we’re 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. Job Description Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best—both personally and professionally. 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/non plan/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 Analyst, Tax Reporting executes on various functions in one or more of the three main areas of team focus and is expected to have some level of expertise in tax reporting. The role primarily works with other analysts and senior analysts within the team but also liaises 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 reporting, cross‑training, and other tasks as assigned. Primary Functions & What You Will Do 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 & 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 FCC’s brand and reputation are protected by adhering to Fidelity’s compliance and risk framework. Compliance & Risk Framework 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 Identify issues and risks (financial & regulatory) Ensure all internal and external tax accounts are reconciled What We Are Looking For 1–2 years of operational experience 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 University Degree completed, or equivalent work experience Tax related courses, an asset Industry courses such as CSC, CMH, CPA, etc., an asset What You Bring Excellent problem‑solving skills Excellent client service skills Excellent communication skills, written and oral Accurate, and detail‑oriented Proficiency with Microsoft Excel Ability to work independently, and to manage competing priorities effectively Knowledge of Broadridge’s Dataphile platform an asset Current work authorization for Canada is required for all openings. You will be working on a flexible hybrid schedule as part of Fidelity’s 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 FidelityCanadaStaffing@fidelity.ca. Why Work at Fidelity? Awards Canada’s Top 100 Employers Greater Toronto’s Top Employers Canada’s Top Family‑Friendly Employers Canada’s Top Employers for Young People Great Place To Work® Certified Best Workplaces for Inclusion Best Workplaces for Mental Wellness Best Workplaces for Today’s Youth Best Workplaces for Women Best Workplaces in Financial Services & Insurance Best Workplaces in Ontario Best Workplaces with Most Trusted Executive Teams LinkedIn Top Companies in Canada Human Resource Director (HRD) – Best Place To Work HRD – 5‑Star Benefit Program HRD – 5‑Star Diversity & Inclusion Employer Designations Canadian Compassionate Companies – Certified Benefits Canada’s Workplace Benefits Award – Future of Work Strategy TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting Canadian HR Reporter's Most Innovative HR Team Seniority Level Entry level Employment Type Full‑time Job Function Accounting / Auditing and Finance Referrals increase your chances of interviewing at Fidelity Canada by 2x. 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