Strategic Tax Operations and Advisory Lead

3 weeks ago

Old Toronto, Canada Scotiabank Full time
Key Responsibilities

The successful candidate will lead a centralized client tax operations and advisory center of excellence to optimize and standardize client and advisor experiences, including tax processing functions in GWM/GBM and proactively address any tax-related concerns, including new regulatory requirements.

Key Accountabilities

  • Leads and drives a customer-focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Provides leadership to the client tax operations and advisory center of excellence team for Global Wealth Management (SGAM and WM) and Global Banking & Markets, Canadian and International Banking (FATCA/CRS specific).
  • Leads and oversees the production of timely and accurate client Canadian and US tax withholdings/remittance & reporting, the execution of controls across client tax lifecycle, the collection of client documentation & coding, the recording of income events, and reconciliations (income code etc.).
  • Leads and oversees a governance and oversight framework for ensuring ongoing operational compliance of CRA, FATCA, CRS, IRS (QI, US filing) and other applicable regulatory tax requirements.

Requirements

  • CPA with at least 10+ years of progressive tax experience in an accounting firm or Financial Institution.
  • Strong understanding and experienced in client tax reporting and tax accounting for different fund structures combined with financial and tax accounting skills.
  • Completion of CPA In-Depth Tax Program would be an asset.
  • Strong tax advisory experience and understanding tax operations.
  • Strong leadership, communication, and presentation skills.
  • Familiarity with data analytics and tax related technology.
  • Knowledge of FATCA and CRS requirements, including providing guidance and reporting requirements.
  • Knowledge of Qualified Intermediary (QI) compliance and related reporting requirements.

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