Manager, Tax Operations

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$96,900 - $136,800 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Reporting to the Senior Manager, Tax and Client Reporting, the Manager, Tax Operations will be responsible to lead and oversee complex tax reporting initiatives and projects, while strengthening vendor relationship, modernizing processes, and influencing the future state of wealth tax operations. This role is critical in ensuring the accuracy, efficiency, and compliance of our tax reporting processes.

Tax Reporting Projects

• Lead tax Operations reporting projects/ initiatives and projects related to QI, FATCA, CRS, CRA, and RQ regulatory changes, in collaboration with external vendors, internal stakeholders, and platform teams.
• Provide comprehensive assessments of impacts, requirements, and deliver timely updates and issue escalations.
• Engage Wealth partners to evaluate new reporting requirements and determine operational/business implications and next steps.
• Monitor and report on project milestones, risks, and dependencies to senior management.
• Act as a subject matter expert supporting tax reporting projects/initiatives and readiness activities during regulatory or platform changes.
• Contribute to defining the future state of tax reporting and client reporting center of excellence, working collaboratively with the Business, Operations Transformation and Platform teams to build support and tangible progress and momentum

Issues/Vendor Management

• Oversee vendor relationships including active participation in production and UAT activities, SLA meetings, managing commitments and timelines for tax generation, mailing, and delivery
• Monitor vendor/technology performance, escalate issues, and coordinate resolution plans to mitigate delays or inaccuracies.
• Maintain and enhance a robust issues management protocol, including escalation paths, proactive identification, solutioning, and reporting.
• Collaborate with the Data Validation team to improve QV activities, data quality, reduce outliers, and enhance business processes.
• Organize and lead a Tax Reporting Forum to engage stakeholders, manage issues, and secure business alignment.

Additional Skills/Experience:

• Maintain a strong culture of risk management and control, supported by effective processes and controls.
• Demonstrate and promote TD's leadership principles across the team.
• Foster a fair, inclusive, and high-performing work environment that encourages innovation, collaboration, and accountability.
• Provide clear, concise communication to senior audiences, simplifying complex issues and driving informed decision-making.
• Strong leadership and people management skills, including coaching and development
• Able to manage through ambiguity and changing circumstances in a fast-paced environment
• Solution oriented - able to develop options, with a focus on resolving issues.
• Experience with large scale change initiatives and ability to manage competing priorities and challenging timelines
• Strong collaborator - able to drive consensus on issues and effectively engages colleagues, business partners, external stakeholders
• Self-starter and continuous improvement mindset - needs minimal direction on how to get things done and is driven by a continuous improvement mindset
• Strong understanding of U.S. and Canadian tax regulatory regimes, including QI, FATCA, CRS, CRA, and RQ considered an asset
• Proficiency in Excel and data analysis; familiarity with project management tools is a plus.
• Experience working with platform or system development teams on projects.

Job Requirements:

• Undergraduate or Postgraduate degree in Business, Accounting, Finance, or a related field.
• 5+ years of progressive experience in Tax Operations, Operations, Regulatory Reporting, Client Reporting, Project Management or related areas.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):
Sans Objet