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Executive Tax Advisory Leader

1 week ago

Toronto, Ontario, Canada Scotiabank Full time
Job Overview
As the Director of Client Tax Advisory, you will lead a high-performing team in providing tax planning and advisory services to various business units within Scotia Global Wealth Management and Global Banking & Markets.

Main Responsibilities
  • Lead a team of tax professionals and operation specialists in domestic and international tax reporting and compliance.
  • Spearhead tax advisory and planning for all asset management product initiatives, engaging with internal and external stakeholders to ensure alignment and optimal outcomes throughout the product cycle.
  • Act as a tax advisor to the senior investment team and portfolio managers, supporting tax advisory and review of complex investments for the funds, including conducting tax due diligence of underlying issuers, leading tax calls, identifying related Canadian and foreign tax risks, negotiating tax side letter provisions, and implementing reporting procedures to comply with Canadian reporting obligations.
  • Develop and/or guide tax and operating policies/procedures to ensure adherence to complex and evolving domestic and foreign tax regulations.
  • Maintain effective relationships with external stakeholders including auditors, tax regulators, and key vendors.
  • Participate as a member of relevant industry associations and foster knowledge sharing regarding tax regulatory changes affecting the business and operational practices.