Fund Accounting Senior Advisor
1 week ago
Area(s) of interest: Finance and accounting Location(s): 있게 Montreal A career as a Senior Advisor in the Investment Funds Accounting and taxation team at National Bank means participating in the transformation and having a direct impact on clients. This job offers the opportunity دليل إلى evolve in a complex environmentbyte helping to identify business issues and meet the needs of various stakeholders in order to support the implementation of strategic initiatives. National Bank's Investment Funds Administration team is responsible for calculating the unit prices of investment funds and producing their financial statements and tax returns. Analyze the tax situation of investment funds and make recommendations Coach a team of 10 professionals responsible for delivering the various activities Guide the team and help calculate distributions and produce tax returns for investment funds Manage a strategic relationship with internal and external partners in order to establish a collaborative relationship, influence decisions and promote increased activity volume Develop, implement and develop effective controls and work tools to achieve high quality standards, thereby ensuring the integrity of financial data when calculating investment funds Calculate income distributions and capital gains and file tax returns for investment fundsParticipate in, coordinate and monitor projects\ నాయక Collaborate and contribute to improving activities and processes Your team You are part of a team of 12 professional management colleagues in Operations investments and Jelly report to the Senior Director – Funds Accounting. With tax and accounting experts, we analyze and interpret data in order to make the best decisions for our clients and partners while meeting the challenges of tax and securities legislation. Prerequisites Master's degree in taxation, completed or in progress and 6 years of relevant experience Experience producing tax returns for trusts and corporations Individual and team coaching experience and skills development Knowledge of investment funds and trusts Knowledge of tax, accounting and securities standards that apply to investment funds Mastery of Excel (complex formulas and pivot tables) Ability to maintain performance Jenny in a demanding environment and manage priorities well Languages: Reason to require this language: you will need to秒速a Frequently talk with our service providers or partners who speak a language other than French. Skills Press space or enter keys to toggle section visibility .Top Analytical Skills Coaching Fund Administration Investments Microsoft Excel Securities TaxAccounting 期 Teamwork InfluencePILE others Initiative Learning Agility Resiliency Tax Returns Associate Chartered Accountant (certification) 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 Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Opportunities to get involved in community initiatives 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. Come live your ambitions with us Why work at National Bank? For an environment that supports your career path There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on‑the‑job learning and training, co‑development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders. For an inclusive and diverse environment We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team? Sign up to get information on what’s new for your career and our events. Complete your profile for a personalized experience and search made easy with job alerts relevant to you. #J-18808-Ljbffr
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Fund Accounting Senior Advisor
1 day ago
Montreal (administrative region), Canada National Bank of Canada Full timeA career as a Senior Advisor in the Investment Funds Accounting and taxation team at National Bank means participating in the transformation and having a direct impact on clients. This job offers the opportunity to evolve in a complex environment, helping to identify business issues and meet the needs of various stakeholders in order to support the...
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Senior Fund Accounting Advisor
1 week ago
Montreal (administrative region), Canada Banque Nationale du Canada Full timeA financial institution in Montreal is seeking a Senior Advisor for its Investment Funds Accounting team. This role entails analyzing tax situations and managing a team dedicated to financial operations. The ideal candidate will hold a Master's degree in Taxation and have extensive experience in taxation and fund administration. Additionally, strong skills...
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Senior Fund Accounting Advisor
1 day ago
Montreal (administrative region), Canada National Bank of Canada Full timeA major financial institution in Montreal is looking for a Senior Advisor for their Investment Funds Accounting and Taxation team. This role involves analyzing tax situations, coaching a team, and maintaining effective controls to ensure high-quality financial data. Applicants should have a Master's in taxation, CPA designation, and strong experience in tax...
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Fund Accounting Senior Advisor
1 week ago
Montreal, Canada National Bank Full timeAttendance Hybrid Job number 30352 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 12-Jan-2026 Area(s) of interest: Finance and accounting Location(s): Montreal A career as a Senior Advisor in the Investment Funds Accounting and taxation team at National Bank means...
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Fund Accounting Senior Advisor
1 week ago
Montreal, Quebec, Canada National Bank of Canada Full timeA career as aSenior Advisorin the Investment Funds Accounting and taxation team at National Bank means participating in the transformation and having a direct impact on clients. This job offers the opportunity to evolve in a complex environment, helping to identify business issues and meet the needs of various stakeholders in order to support the...
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Fund Accounting Senior Analyst
1 week ago
Montreal (administrative region), Canada Banque Nationale du Canada Full timeArea(s) of interest: Finance and accounting, OperationsLocation(s): MontrealA 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 Analyst, you will work in a complex sector to help understand business issues and respond to the needs of different stakeholders to...
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Montreal (administrative region), Canada National Bank of Canada Full timeA major financial institution in Montreal is seeking a Fund Accounting Senior Analyst to contribute to the bank's transformation and positively impact clients. This role involves working within a complex sector to navigate various accounting and taxation challenges effectively. The ideal candidate should have experience in fund accounting and a strong...
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Senior Analyst
1 week ago
Montreal (administrative region), Canada Banque Nationale du Canada Full timeA leading Canadian bank in Montreal seeks a Senior Analyst in Accounting and Taxation. In this role, you will analyze tax situations for investment funds, prepare tax returns, and collaborate on projects. Required qualifications include a Bachelor's degree in Accounting or Finance, knowledge of tax standards, and expertise in Excel. The position offers...
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Fund Accounting Senior Analyst
1 week ago
Montreal, Canada National Bank Full timeAttendance Hybrid Job number 30363 Category Intermediate Professional Status: Permanent State Quebec Type of Contract Permanent Country Canada Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 12-Jan-2026 Area(s) of interest: Finance and accounting, Operations Location(s): Montreal A career in accounting and taxation at National Bank means...
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Senior Financial Analyst, Fund Expenses
5 days ago
Montreal (administrative region), Canada Manulife Full timeA leading financial services provider is seeking a Senior Financial Analyst in Montreal, Canada. You will be responsible for managing fund expense budgets, ensuring the accuracy of fund expense management for various funds including mutual funds and ETFs. Qualified candidates should have a university degree in Accounting, 5+ years of experience, and a...