Operations Tax Specialist Sr. (Finance)

TL;DR

Operations Tax Specialist Sr. (Finance): Managing Canadian, US, and Global tax reporting and compliance for a leading clearing broker with an accent on tax slip production, withholding tax remittance, and regulatory audits. Focus on overseeing QI/FATCA/CRS obligations, reconciling internal/external tax accounts, and ensuring adherence to evolving regulatory frameworks.

Location: Hybrid in Toronto (moving to Mississauga in late 2026). Current work authorization for Canada is required.

Salary: $80,000 – $110,000

Company

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

What you will do

• Manage and oversee the complete Canadian and US tax reporting cycles, including T5, T3, T5013, 1099, and 1042S forms.
• Execute QI obligations as a withholding QI and manage FATCA/CRS reporting for all clients.
• Maintain satisfactory internal and external audit, regulatory, and risk ratings.
• Reconcile internal and external tax accounts to identify and mitigate financial and regulatory risks.
• Conduct ongoing research to ensure processes remain compliant with changing tax regulations.
• Act as a subject matter expert providing high-quality customer service to internal and external stakeholders.

Requirements

• 3-5 years of experience in tax processing and reporting.
• Current work authorization for Canada is required.
• Deep knowledge of Canadian or US tax reporting and filing processes.
• Proficiency with Microsoft Excel.
• Experience within the brokerage industry or a clearing firm (asset).
• University degree or professional certifications such as CMA, CPA, or CSC (asset).

Culture & Benefits

• Flexible hybrid work schedule as part of a Dynamic working Policy.
• Competitive annual base salary and discretionary performance bonus.
• Employer-funded RRSP contributions after 6 months of employment.
• Award-winning workplace recognized as one of Canada's Top 100 Employers.
• Commitment to diversity, inclusion, and mental wellness.