Operations Tax Specialist Sr.

TL;DR

Operations Tax Specialist Sr. (Tax Reporting): Managing Canadian and US tax reporting operations, including year-end tax slip production, withholding tax remittance, reconciliations, and audit/regulatory support with an accent on FATCA/CRS and QI obligations. Focus on ensuring accurate, compliant reporting delivery and client-focused processes across Canadian, US, and Global reporting streams.

Location: Toronto office (483 Bay Street) until late 2026, then Mississauga office (3 Robert Speck Parkway); Current work authorization for Canada is required

Salary: $80,000–$110,000 base salary (annual range) + discretionary performance bonus

Company

Fidelity Clearing Canada provides trade execution, clearing, custody, and back-office support services for Canadian brokerage firms.

What you will do

• Oversee accurate Canadian and US tax reporting and year-end client critical processes.
• Manage tax reporting delivery cycles, including tax slip production and contribution/estate receipts.
• Handle QI obligations as a withholding QI and manage FATCA/CRS reporting for clients.
• Support compliance by ensuring reporting meets regulatory deadlines, maintaining audit/regulatory/risk ratings, and performing reconciliations.
• Conduct ongoing research to keep processes compliant with current and upcoming regulatory changes.
• Provide customer service support, collaborate with internal stakeholders, and contribute to documentation updates and projects.

Requirements

• 3–5 years of experience in tax processing and reporting
• Working experience in the brokerage industry or a clearing firm (asset)
• Excellent knowledge of Canadian or US tax reporting/filing processes
• Proficiency with Microsoft Excel and strong attention to detail
• Strong communication skills (written and oral) and ability to manage competing priorities
• Current work authorization for Canada is required

Culture & Benefits

• Flexible hybrid schedule under Fidelity’s Dynamic working policy.
• Base salary plus discretionary performance bonus within a competitive annual range.
• RRSP contribution after 6 months of employment (no employee matching required).
• Provincial pay transparency alignment.
• Equal opportunity employer with accommodations available during the application process.

Hiring process

• Recruiter-led review of applications; AI-enabled LinkedIn Hiring Assistant may support parts of sourcing.
• Interview selection and recruiter follow-up for candidate questions.