Senior Specialist, Tax Reporting Operations & Regulatory Initiatives (FATCA/CRS)

Location: Toronto, ON, Canada; Toronto-81 Bay, 27th Floor. Work arrangement details, including the proportion of on-site and remote work, will be discussed during the interview.

Company

hirify.global is a relationship-oriented bank providing financial services and client-focused banking solutions.

What you will do

• Ensure accurate and timely tax reporting to the CRA and clients, including required data, forms, and regulatory deadlines.
• Verify that lines of business follow FATCA/CRS tax residency collection and reasonability-check requirements.
• Represent Tax Reporting and Regulatory Initiatives as a subject-matter expert on projects and change initiatives.
• Define requirements, create test cases, and validate changes affecting reporting processes.
• Investigate complex reconciliation issues involving CRA tax reporting accounts using multiple systems and reports.
• Support daily operations, FATCA/CRS client remediation, process improvements, and guidance for team members.

Requirements

• Experience leading work in a production environment and strong written communication skills.
• Strong attention to detail, critical thinking, analytical skills, and the ability to manage multiple priorities.
• Ability to collaborate across teams, coordinate workloads, meet deadlines, and support the training of new or temporary staff.
• Strong Microsoft Office skills, including Word, Excel, Outlook, spreadsheets, and formulas, with the ability to navigate multiple systems.
• Ability to investigate complex problems, interpret detailed information, and communicate findings clearly.
• Legal eligibility to work in Canada at the specified location is required; a valid work or study permit may be required where applicable.

Nice to have

• Experience with end-to-end tax reporting processes.
• Experience with FATCA/CRS onboarding and client remediation processes.

Culture & Benefits

• Regular employment with a 37.5-hour work week.
• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan, employee share purchase plan, and vacation offering.
• Wellbeing support and a points-based employee recognition program.
• Development opportunities, including a paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with accommodation support during the hiring process.

Hiring process

• The process may include an attribute-based assessment and skills tests, such as simulations or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.