Taxation Expertise Specialist
1 week ago
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 RoleThis 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.
- 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.
- Professional designation (lawyer, notary, CPA, etc.).
- Knowledge of wealth management, financial products, pensions, retirement, and estates.
- TEP Title.
Languages: English, French.
Your BenefitsIn 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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