Operations Tax Specialist (Fintech)

TL;DR

Operations Tax Specialist (Finance): Managing tax reporting and compliance for Canadian and US markets with an accent on FATCA/QI/CRS reporting and regulatory adherence. Focus on ensuring accurate production of tax slips, managing withholding tax remittances, and maintaining high-quality customer service for internal and external clients.

Location: Toronto Office (Hybrid). Current work authorization for Canada is required.

Salary: $65,000 – $80,000

Company

Fidelity Clearing Canada is the leading independent clearing broker and custodian in the Canadian market, providing trade execution, clearing, and custody services.

What you will do

• Manage and oversee the accurate completion of Canadian and US tax reporting, including T5, T3, 1099, and 1042S forms.
• Coordinate FATCA/CRS reporting and fulfill QI obligations as a withholding agent.
• Ensure all reporting is completed by regulatory deadlines and maintain satisfactory audit/risk ratings.
• Reconcile internal and external tax accounts to identify financial and regulatory risks.
• Collaborate with internal stakeholders to drive efficient, client-focused processes.
• Provide high-quality customer service to internal and external clients regarding tax matters.

Requirements

• 1-2 years of operational experience.
• Current work authorization for Canada is required.
• Proficiency with Microsoft Excel.
• University degree or equivalent work experience.
• Excellent communication and problem-solving skills.

Nice to have

• Knowledge of Canadian/US reporting, filing processes, or QI/FATCA/CRS obligations.
• Experience working within the brokerage or clearing industry.
• Tax-related courses, CMA, CSC, CMH, or CPA certifications.
• Experience with Broadridge's Dataphile platform.

Culture & Benefits

• Competitive annual base salary and discretionary performance bonus.
• RRSP contribution provided after 6 months of employment (no employee matching required).
• Recognized as one of Canada's Top 100 Employers and a Great Place to Work.
• Commitment to diversity, inclusion, and an equitable workplace.