Senior Tax Specialist

1 month ago


Montreal, Quebec, Canada National Bank Full time
Senior Tax Advisor Role at National Bank Financial

A career as a Senior Tax Advisor at National Bank Financial primarily involves supporting clients and Investment Advisors in their tax needs by providing high-quality expertise and services in the areas of taxation, retirement, and estate planning.

Responsibilities:

  • Provide general or specific tax information to clients and Investment Advisors.
  • Collaborate with colleagues to deliver high-quality tax support.
  • Perform complex tax analyses and provide guidance on tax issues.
  • Manage multiple complex files with tight deadlines in a fast-paced environment.
  • Draft and update tax-related documents to support colleagues and clients.
  • Maintain relationships with internal stakeholders and collaborate as a consultant.
  • Participate in meetings with clients and external advisors.
  • Develop practical and adapted solutions to business issues.
  • Provide in-house tax training if necessary.
  • Ensure corporate risk management in file management.

Requirements:

  • Professional designation (lawyer, notary, CPA, or other).
  • 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.
  • 10 years of relevant work experience.
  • Strong interpersonal skills and the ability to communicate complex tax concepts.

Benefits:

  • Competitive compensation.
  • Flexible benefits for promoting wellbeing and family wellbeing.
  • Health and wellness program.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.

National Bank Financial offers a dynamic work environment and cutting-edge collaboration tools to foster a positive employee experience. We actively listen to employee ideas and encourage regular feedback and communication.



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