Taxation Expertise Specialist

5 days ago


Montreal, Quebec, Canada National Bank Full time

Experience the thrill of a 100% consulting position with National Bank Financial (NBF) as a Senior Tax Advisor. This unique role involves supporting NBF clients and Investment Advisors (IA) in their tax needs, providing them with expert guidance on general or specific information.

Key Responsibilities
  • Become a trusted tax reference for the client advisory team at one of Quebec's largest asset management firms.
  • Collaborate with colleagues to deliver high-quality tax support to IA and other stakeholders, ensuring seamless communication and resolution of complex tax issues.
  • Perform intricate tax analyses, guide IA and their clients in resolving tax-related problems, and refer them to external experts when necessary.
  • Manage multiple complex files with tight deadlines in an ever-changing environment, maintaining exceptional productivity and organization skills.
  • Draft and update various tax-related documents, such as budget summaries, to support colleagues on the advisory team, IA, and their clients.
  • Be a team player, maintain relationships with internal stakeholders, and collaborate as a consultant to drive business success.
  • Participate in meetings with NBF clients and/or their external advisors, leveraging your expertise to drive informed decision-making.
Required Skills and Qualifications
  • Professional designation in law, notary, CPA, or related fields.
  • Master's degree or postgraduate diploma in taxation or completion of the ICCA in-depth course.
  • In-depth knowledge of tax rules for individuals, estates, trusts, and corporations.
  • At least 10 years of relevant work experience.
  • Strong interpersonal skills and ability to communicate complex tax concepts simply, comprehensively, and practically.
A Competitive Salary Package

We offer a competitive salary ranging from $120,000 to $180,000 per annum, depending on your qualifications and experience. In addition to this attractive compensation, you will also enjoy a wide range of benefits, including health and wellness programs, flexible group insurance, a generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, opportunities to get involved in community initiatives, telemedicine service, and virtual sleep clinic.

About National Bank

National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We value partnership, agility, and empowerment, and inclusivity is central to our commitments. We strive to create a barrier-free workplace accessible to all employees, promoting diversity and equity.



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