Operations Tax Specialist Senior (Fintech)

Location: Flexible hybrid schedule; work at 483 Bay Street in Toronto until approximately late 2026, then at 3 Robert Speck Parkway in Mississauga. Current work authorization for Canada is required.

Salary: CAD 80,000–110,000 annual base salary, plus a discretionary performance bonus.

Company

Fidelity Clearing Canada provides trade execution, clearing, custody, and back-office support services to Canadian brokerage firms and the Canadian brokerage arms of US-based firms.

What you will do

• Manage and oversee Canadian and US tax reporting and year-end delivery processes.
• Coordinate tax-slip production, contribution receipts, estate receipts, and related client communications.
• Manage withholding QI obligations and FATCA/CRS reporting for clients.
• Review QI, NR, and RC documentation and maintain compliant reporting processes.
• Reconcile internal and external tax accounts, identify financial and regulatory risks, and support audits and reviews.
• Collaborate with internal stakeholders on documentation, process improvements, projects, and client-focused service delivery.

Requirements

• Current authorization to work in Canada.
• 3–5 years of experience in tax processing and reporting.
• Strong knowledge of Canadian or US tax reporting and filing processes.
• Working knowledge of dividends, income processing, reorganizations, and registered plans.
• Proficiency with Microsoft Excel and strong problem-solving, communication, organization, and attention-to-detail skills.
• Ability to manage competing priorities and deliver reporting by regulatory deadlines.

Nice to have

• Experience in the brokerage or clearing industry.
• University degree, tax-related courses, CMA, CPA, CSC, or CMH credentials.
• Knowledge of Broadridge Dataphile.

Culture & Benefits

• Flexible hybrid work under Fidelity's Dynamic Working Policy.
• Annual base salary and discretionary performance bonus.
• RRSP contribution after six months of employment with no employee matching required.
• Inclusive workplace with accommodation available during the hiring process.