Taxation Expertise Specialist

1 week ago


Toronto, Ontario, Canada National Bank Full time

As a Senior Tax Advisor at National Bank Financial Wealth Management, you will play a key role in supporting clients and Investment Advisors with their tax needs.

About the Role

This is a rare 100% consulting position where you will provide general or specific tax information to clients and IA without managing their tax returns. The sector's mission is to offer high-quality expertise and services in taxation, retirement, and estate areas.

Key Responsibilities
  • Become one of the top tax references for the client advisory team of a leading asset management firm in Canada.
  • Collaborate with colleagues to provide high-quality tax support to IA and other stakeholders.
  • Perform complex tax analyses, guide IA and clients in resolving tax issues, and refer them to external experts when necessary.
  • Manage multiple complex files with tight deadlines in an ever-changing environment.
  • Draft and update various tax-related documents to support colleagues, IA, and clients.
  • Be a team player, maintain relationships with internal stakeholders, and collaborate as a consultant.
  • Participate in meetings with NBF clients and/or external advisors when required.
  • Develop practical and adapted solutions to business issues.
  • Provide in-house tax training if needed.
  • Ensure corporate risk management in file contexts.
Requirements
  • A Master's degree or postgraduate diploma in taxation or completion of the ICCA in-depth course.
  • A university degree in a relevant field (law, accounting, actuarial science, finance, economics, etc.).
  • In-depth knowledge of tax rules for individuals, estates, trusts, and corporations.
  • Approximately 10 years of relevant work experience.
  • Strong interpersonal skills to communicate complex tax concepts simply and effectively.
Preferred Qualifications
  • Professional designation (lawyer, notary, CPA, etc.).
  • Knowledge of wealth management, financial products, pensions, retirement, and estates.
  • TEP Title.

Languages: English, French.

Your Benefits

In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family, including:

  • Health and wellness program options.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to participate in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.

At National Bank, we prioritize our employees' ideas, feedback, and communication. We foster a positive employee experience through dynamic work environments and collaboration tools.

We're a bank that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives, and our core values of partnership, agility, and empowerment inspire us.


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