Senior Analyst Canadian Tax Operations

Area(s) of interest:
Finance and accounting
Location(s):
Montreal
A career as a
Senior Analyst within National Bank’s Canadian Tax Operations team
means serving as an expert in the evolution and reliability of the processes that support our tax information reporting.
The team is responsible for issuing
Canadian tax information slips for non-registered accounts, including T5/RL-3, T3/RL-16, T5013/RL-15, T5008/RL-18 and NR4 slips, as well as the related tax remittances and reconciliations.
You work cross-functionally on regulatory changes, system enhancements and complex issues. Through your expertise, analytical skills, influencing leadership and interest in new technologies, you help anticipate risks and advance the quality, efficiency and robustness of our operations.
Your role
Monitor regulatory changes and new business needs, analyze their impacts on tax reporting, processes, data, systems and controls, and recommend required actions
Analyze and translate business needs into functional or technical requirements and coordinate work with development teams and various partners through implementation
Define validation strategies and test scenarios, coordinate or perform required testing, and make the necessary recommendations before production releases
Analyze end-to-end processes and data to identify risks, interdependencies and root causes of issues
Take ownership of complex operational, regulatory or technical issues requiring the involvement of multiple areas and coordinate their resolution
Monitor the planning of tax reporting cycles and lead post-mortem analyses by identifying risks, issues and improvements that help secure deliverables
Identify, assess, recommend and contribute to implementing improvements to processes and controls, including through the integration of new technologies, artificial intelligence solutions and automation
Act as a subject-matter expert for the team and partners, explain complex topics clearly and contribute to the development of collective expertise
Your teamJoin a team specializing in Canadian Tax Operations for non-registered accounts. As a cross-functional team, we support all of the organization’s legal entities and collaborate with numerous internal and external partners. Our environment combines constantly evolving regulatory requirements, interconnected systems and processes, and reporting cycles with strict deadlines. During tax season, the team also handles a high volume of support requests from Client Service teams and partners on tax matters requiring specialized expertise. Everyone contributes to this collective effort to ensure the continuity and quality of our operations. The Advisor role connects operational expertise, regulatory requirements and technology partners.
Prerequisites
Master’s degree in Taxation, Accounting, or a related field (completed or in progress), or any other combination of education and relevant experience deemed equivalent
Significant experience in financial operations, business analysis, taxation or a complex regulated environment
Knowledge of Canadian tax information slips is a strong asset
Excellent analytical, synthesis and complex problem-solving skills
Ability to understand interactions between operational processes, data, systems and regulatory requirements
High degree of autonomy and sound judgment, with influencing leadership and the ability to coordinate multiple stakeholders and priorities
Excellent communication skills in both official languages, orally and in writing, as well as the ability to explain complex topics clearly and adapt communications to different audiences
Excellent proficiency with Microsoft Office, including advanced Excel skills
Strong interest in new technologies and the ability to identify relevant use cases for artificial intelligence, a utomation and analytical tools to solve business problems or improve processes
LanguagesReason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.
SkillsPress space or enter keys to toggle section visibility
Analytical Skills Artificial Intelligence Finance Indirect Taxation Microsoft Excel Problem Solving Tax Accounting Tax Preparation Teamwork Initiative Learning Agility Resiliency Stakeholder Relationship Management Intelligent Process Automation Solutions Collaboration
In addition to competitive compensation, you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
Health and wellness program, including many options
Group insurance
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
Making a bold move in a people-first environmentWe're 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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Why work at National Bank?For an environment that supports your career pathThere are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
For an inclusive and diverse environmentWe foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?
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