Manager Operations Tax

At ATB, we exist to make it possible for our clients, team members and communities. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities. We're on a continuous journey to build the most flexible and inclusive programs. We want to enable your success through interesting and challenging work, performance enablement, and learning and development. Our Leader DNA model sets the standard for how we lead people, drive business performance, and shape a dynamic future. As ATB’s next Manager of Operations, Tax, Estates and Corporate Actions (TECA), you will report directly to the Director, Operations. You will play a critical role in ensuring the team executes against our business commitments while actively seeking ways to accelerate growth through process modernization and technology integration. Empower and Lead the TECA Team: Oversee the day-to-day operations of our Tax (focused on compliance and reporting), Corporate Actions, and Estate Operations teams. You will ensure precision in complex tasks, including income reconciliation, tax slip reporting, corporate action processing, adherence to regulatory guidelines (CRA, IRS, FATCA, CRS), and the meticulous, sensitive handling of estate settlements, legal document reviews, and asset transfers. You will lead your team’s participation in firm and industry projects, guiding them through change management and technological adoption to build capacity for future shifts. Cultivate a Culture of Coaching & Growth: Lead a diverse team of entry-level and developing professionals by nurturing their evolution toward expert operational models. You will provide timely, courageous coaching and set clear expectations, ensuring tasks are completed to the highest standard while prioritizing the long-term career growth of your team members. You will manage expectations with business partners, key internal stakeholders, and external entities (including executors and legal representatives) to provide seamless support to our Advisory Services teams, particularly during highly sensitive and complex estate transitions. Team Member Coaching & Mentorship: A proven ability to build two-way, mutually beneficial relationships that drive long-term career movement. You excel at providing behavioral and performance-based coaching to resolve challenges and elevate your team's output. Feedback Integration: The courage and emotional intelligence to provide team members with constructive thoughts and suggestions in a timely manner, coupled with a genuine openness to receiving and acting on feedback yourself. Digital Agility & Modernization (New): You actively seek out and implement technological efficiencies, workflow automations, or process improvements to optimize team performance. Critical Thinking & Problem Solving: The ability to navigate difficult, unexpected situations and complex business challenges by objectively assessing the landscape, weighing alternative options, and remaining calm and decisive under pressure. Prioritization & Time Management: Expertise in managing competing priorities, setting clear expectations for team members, and dynamically reallocating time and resources to meet critical deadlines. Relationship Management: Exceptional skill in building and maintaining strong, trusted relationships with team members, peer leaders, and senior stakeholders. You supply transparent, precise, and highly useful content tailored to your audience. Industry Knowledge: An excellent understanding of the investment industry, with a strong working knowledge of ATB Financial and ATB Wealth structures. Familiarity with tax compliance regimes (CRA, IRS, FATCA, CRS), corporate actions, and the legal and operational nuances of estate processing (e.g., University Degree or Diploma in Business, Finance, or equivalent related operational leadership experience. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to. #