Operations Tax Specialist Sr

Job Responsibility: About Us: Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms. For more information about Fidelity Clearing Canada, please visit Business Overview: The Operations Tax team manages all aspects of Fidelity Clearing Canada duties relevant to estate/tax management and reporting. The team is responsible for tax slip production & distribution to all clients as well as managing Estates. The roles within the team interface with tax authorities, including withholding tax remittance, reconciliation and audits with tax authorities. The team has direct contact with FCC's clients on all estate and tax matters. This roles within the team are responsible for ensuring that Fidelity's brand and reputation are protected by adhering to Fidelity's compliance and risk framework. Role Overview: The Senior Analyst, Tax Reporting is expected to be the subject matter expert in 1 or more of the 3 main areas of team focus. In addition, the individual provides backup as needed for the other areas as needed. The role is expected to liaise with other internal groups to ensure efficient and accurate processes that make the most sense from a client and regulatory aspect. The role will also get involved with documentation review/update, projects and other tasks as assigned. What You Will Do: The Operations Tax team is responsible for: Tax Reporting - Canada & US

• Manage, oversee and ensure accurate completion of all Canadian and US tax reporting. Manage all client critical year-end processes for accuracy.
• Canadian tax reporting and delivery cycle function, including but not limited to the following: T5/R3, T3/R16, T5013/R15, T5008 NR4, T4RSP, T4RIF
• US tax reporting and delivery cycle function, including but not limited to the following: 1099INT, DIV and B, 1042S, form 1042 and 945
• Contribution Receipts
• Estate Receipts

FATCA/CRS/QI reporting

• Manage FATCA/CRS reporting for all FCC's clients
• Manage all QI obligations for FCC as a withholding QI

Compliance and Regulatory Environment

• Maintenance of satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews
• Ensure all reporting is completed on or before regulatory deadlines
• Stay current with regulatory environment governing tax responsibilities
• Accountable for identifying issues and risks (financial & regulatory)
• Ensure all internal and external tax accounts are reconciled

Customer Service

• Be a role model for our employees for delivering stellar quality customer service interactions to our internal and external customers to exceed their expectations and create a positive experience
• The Senior Analyst, Tax Reporting is expected to be the subject matter expert in 1 or more of the 3 main areas of team focus.
• Provides backup as needed for the other areas as needed.
• Liaise with other internal groups to ensure efficient and accurate processes that make the most sense from a client and regulatory aspect.
• Involved with documentation review/update, projects and other tasks as assigned.

What We Are Looking For:

• 3 - 5 years of experience in tax processing and reporting.
• Work within the brokerage industry or a clearing firm an asset.
• University Degree completed, an asset.
• Tax related courses and CMA an asset.
• Industry courses such as CSC, CMH, CPA offered by the CSI and asset.

What You Bring:

• Excellent knowledge of Canadian or US tax reporting / filing processes
• Working knowledge of dividends, income processing, reorg, registered plans
• Excellent problem solving skills
• Excellent communication skills, written and oral
• Proficiency with Microsoft Excel
• Accurate and detailed oriented
• Knowledge of Broadridge's Dataphile platform an asset
• Excellent customer service orientation
• Ability to manage competing priorities effectively

Y ou will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement. Current work authorization for Canada is required for all openings. Fidelity Canada is an equal opportunity employer Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans' status, Aboriginal/Native American status or any other legally-protected ground. Accommodation during the application process Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at View email address on ca.edajobs.com . No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted. Why Work at Fidelity? We are proud to be recipients of the following: Awards

• Canada's Top 100 Employers

o Greater Toronto's Top Employers o Canada's Top Family-Friendly Employers o Canada's Top Employers for Young People

• Great Place To Work® Certified

o Best Workplaces for Inclusion o Best Workplaces for Mental Wellness o Best Workplaces for Today's Youth o Best Workplaces for Women o Best Workplaces in Financial Services & Insurance o Best Workplaces in Ontario o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work

o HRD - 5-Star Benefit Program o HRD - 5-Star Diversity & Inclusion Employer Designations

• Canadian Compassionate Companies - Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team