Senior Analyst, Tax Reporting

Senior Analyst, Tax Reporting (QI/FATCA/CRS)Join to apply for the Senior Analyst, Tax Reporting (QI/FATCA/CRS) role at Fidelity CanadaSenior Analyst, Tax Reporting (QI/FATCA/CRS)4 days ago Be among the first 25 applicantsJoin to apply for the Senior Analyst, Tax Reporting (QI/FATCA/CRS) role at Fidelity CanadaGet AI-powered advice on this job and more exclusive features.Who We AreAt 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 DescriptionWho We AreAt 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.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 expertly.Your OpportunityFidelity 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 focusPlan/Estate reportingNon Plan reportingQI/FATCA/CRS obligations & reportingThe 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.Primary FunctionsWhat You Will DoThe Tax Reporting team is responsible forTimely and accurate tax slip production & distribution to all clients, and filing with regulatorsDocument review as needed (QI, NR, RC forms)Withholding tax remittanceVarious reconciliations to ensure appropriate and accurate tax reportingInterfacing 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 Fidelity's compliance and risk framework.Compliance and Risk FrameworkThe roles within the team follow procedures/guidelines and take proactive steps toMaintain satisfactory internal and external Audit/Regulatory/Risk Ratings and ReviewsEnsure all reporting is completed accurately on or before regulatory deadlinesStay current with regulatory environment governing tax responsibilitiesIdentifying issues and risks (financial & regulatory)Ensure all internal and external tax accounts are reconciledWhat We Are Looking For3 - 5 years of demonstrated experience in QI/FATCA/CRS obligations and reportingKnowledge of other Canadian reporting / filing processes, an assetWork within the brokerage industry or a clearing firm an asset.University Degree completed or equivalent work experienceTax related courses is an asset.Industry courses such as CSC, CMH, CPA, etc., an asset.What You BringDemonstrated experience and knowledge of QI/FATCA/CRS obligations and reportingExcellent problem-solving skillsExcellent client service skillsExcellent communication skills, written and oralAccurate, and detailed orientedProficiency with Microsoft ExcelAbility to manage competing priorities effectivelyKnowledge of Broadridge's Dataphile platform an assetFidelity Benefits and PerksCompetitive total compensation packageOpportunity to participate in Fidelity profit-sharing programCompany contributes into your RRSP, without a matching requirement from youHealth benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapyHealth Care Spending AccountTELUS Health Virtual Care appHealth and Fitness ReimbursementUp to $650 for home office equipmentGenerous time off policy2 paid days annually to volunteerAccess to over 11,000 training and development coursesTuition reimbursementMonetary awards for completing a required designationAnnual dues reimbursement for professional designationsPregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeksCurrent work authorization for Canada is required for all openingsYou will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangementFidelity Canada is an equal opportunity employerFidelity 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 processFidelity 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.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 followingAwardsCanada's Top 100 EmployersGreater Toronto's Top EmployersCanada's Top Family-Friendly EmployersCanada's Top Employers for Young PeopleGreat Place To Work CertifiedBest Workplaces for InclusionBest Workplaces for Mental WellnessBest Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsLinkedIn Top Companies in CanadaHuman Resource Director (HRD) - Best Place To WorkHRD - 5-Star Benefit ProgramHRD - 5-Star Diversity & Inclusion EmployerDesignationsCanadian Compassionate Companies – CertifiedBenefits Canada's Workplace Benefits Award - Future of Work StrategyTalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in RecruitingCanadian HR Reporter's Most Innovative HR TeamSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionAccounting/Auditing and FinanceReferrals increase your chances of interviewing at Fidelity Canada by 2xGet notified about new Senior Tax Analyst jobs in Toronto, Ontario, Canada.Tax Staff or Senior Tax Staff - Payroll and Employment Tax - TorontoGreater Toronto Area, Canada $98,400.00-$166,000.00 4 days agoToronto, Ontario, Canada $70,000.00-$100,000.00 2 weeks agoSenior Tax Staff - Global Compliance and Reporting - TorontoSenior Accountant, International Corporate TaxWe’re unlocking community knowledge in a new way. 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