Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Conseiller senior fiscalité role.
Rezi rewrites your resume against National Bank of Canada's job description. Free.
Tailor your resume to this Conseiller senior fiscalité role.
Rezi rewrites your resume against National Bank of Canada's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Conseiller senior fiscalité posting at National Bank of Canada — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Conseiller senior fiscalité posting at National Bank of Canada — free, in seconds.
About the Role
As a Senior Advisor - Investment Fund and ETF Taxation at National Bank, you will act as a reference expert in a complex and evolving sector. You will contribute to strategic initiatives impacting clients, partners, and the organization by guiding decision-making and ensuring best practices in taxation, accounting, and securities.
Responsibilities
- Act as a consulting expert to internal and external partners on tax, accounting, and regulatory issues related to investment funds.
- Analyze complex situations and formulate strategic recommendations to optimize results for clients and the organization.
- Provide functional leadership to the team by sharing knowledge, supporting skill development, and contributing to the evolution of best practices.
- Coordinate activities related to distribution calculation and tax return preparation for investment funds, ensuring regulatory compliance.
- Develop, implement, and evolve a robust control framework to ensure the integrity of financial data and maintain high-quality standards.
- Conduct proactive monitoring of tax, accounting, and regulatory changes and recommend necessary adaptations to processes and deliverables.
- Lead or contribute to strategic and cross-functional projects, engaging stakeholders and ensuring objectives are met.
- Identify and implement opportunities for continuous improvement, automation, and process optimization.
Requirements
- Master's degree in Taxation, completed or in progress, or equivalent combination of education and seven to ten years of relevant experience.
- CPA designation.
- In-depth expertise in investment funds, trusts, and their taxation.
- Advanced knowledge of investment fund distributions.
- Significant experience in preparing tax returns for trusts and corporations.
- Excellent knowledge of tax, accounting, and regulatory standards applicable to investment funds.
- Recognized experience in coaching, mentoring, and skills development.
- Demonstrated ability to influence decisions and mobilize diverse stakeholders.
- Experience coordinating or participating in large-scale or transformation projects.
- Advanced proficiency in Excel and comfort with data analysis tools.
- Excellent ability to manage priorities and thrive in a complex and changing environment.
- English language proficiency.
Skills
- Analytical thinking
- Coaching
- Microsoft Excel
- Project execution
- Stakeholder management
- Tax accounting
- Teamwork
- Initiative
- Learning agility
- Resilience
- Priority management
- Influencing
- Change and transformation
- Investment funds
Location
- Toronto
Work Type
- Hybrid
- Permanent
- Full-time
Experience Level
- Senior
- Seven to ten years
Education Level
- Master's degree in Taxation or equivalent
- CPA designation
Benefits
- Competitive compensation
- Flexible benefits program for well-being
- Flexible group insurance
- Generous pension plan
- Share purchase plan
- Employee and family assistance program
- Preferred banking services
- Community involvement initiatives
- Telemedicine service
- Virtual sleep improvement clinic
About the Company
- National Bank's Investment Fund Administration sector is responsible for calculating unit prices for investment funds and producing their financial statements and tax returns.
- We are a human-sized bank known for its boldness, entrepreneurial culture, and passion for people.
- Our core values of mutual support, agility, and empowerment inspire us.
- Inclusion is central to our commitments; we strive to provide an accessible work environment.
- We offer numerous and varied opportunities for career progression and development.
- We foster an inclusive environment where unique characteristics are valued.
- We welcome candidates from all backgrounds.
Equal Opportunity
- We aim to provide accessibility measures during the recruitment process as much as possible. If you require accommodation, please inform us during your initial exchanges.
- We welcome candidates from all backgrounds and would like to know what you can add to our team.