Operations Tax Specialist (Tax Operations)

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

Salary: CAD 65,000–80,000 annual base salary, plus a discretionary performance bonus.

Company

Fidelity Clearing Canada is an independent Canadian clearing broker and custodian providing trade execution, clearing, custody, and back-office support to brokerage firms.

What you will do

• Manage Canadian and US tax reporting, including tax slips, contribution receipts, estate receipts, and year-end processes.
• Manage FATCA and CRS reporting for clients and QI obligations as a withholding qualified intermediary.
• Review QI, NR, and RC forms and ensure reporting is completed by regulatory deadlines.
• Reconcile internal and external tax accounts and identify financial and regulatory risks.
• Support audits, regulatory reviews, documentation updates, projects, and process improvements.
• Liaise with internal and external stakeholders to provide accurate, client-focused tax support.

Requirements

• 1–2 years of operational experience.
• Knowledge of Canadian and/or US tax reporting and filing processes.
• Knowledge of QI, FATCA, and CRS obligations or filing processes.
• Excellent problem-solving, communication, organization, and attention-to-detail skills.
• Proficiency with Microsoft Excel and the ability to manage competing priorities independently.
• Current authorization to work in Canada.

Nice to have

• Experience in the brokerage industry or with a clearing firm.
• University degree or equivalent work experience.
• Tax-related courses, CMA, CSC, CMH, CPA, or other CSI industry courses.
• Knowledge of Broadridge’s Dataphile platform.

Culture & Benefits

• Competitive annual base salary and discretionary performance bonus.
• RRSP contribution after six months of employment with no employee matching required.
• Inclusive and diverse workplace with accommodation available during the application process.
• Recognition through employer, workplace, inclusion, and financial-services awards.