Senior Investment Fund Tax Advisor

Investment fund taxation expertise takes center stage at National Bank for a Senior Advisor supporting tax, accounting, and regulatory decisions. English is required.As Senior Advisor – Investment Fund and ETF Taxation, you will advise internal and external partners within Investment Fund Administration. Your work supports NAV calculations, financial statements, tax returns, distribution calculations, and evolving best practices. You will contribute strategic recommendations and functional leadership.Key Responsibilities:
Advise partners on investment fund tax, accounting, and regulatory mattersAnalyze complex situations and recommend strategic outcomesCoordinate distributions and investment fund tax returnsMaintain controls supporting financial data integrity and qualityMonitor changes and improve processes through automationRequirements:
Master’s degree in Taxation or equivalent education and experienceSeven to ten years of relevant experienceDeep expertise in investment funds, trusts, and taxationAdvanced Excel proficiency and strong data analysis skillsExperience coaching, influencing stakeholders, and supporting transformation projectsBring investment fund taxation, Excel, stakeholder management, and leadership expertise to National Bank’s specialized taxation team.
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