Operations Tax Specialist
Core
Manage all aspects of Fidelity Clearing Canada's tax operations, including reporting, compliance, production/distribution of tax slips, and interaction with tax authorities.
Role type
Operations Tax Specialist
Builds
Tax slips, regulatory reports, and compliance documentation for brokerage clients.
Domain
Financial Services / Tax Compliance
Required skills
Tax reporting (Canada & US), FATCA/QI/CRS reporting, regulatory compliance, reconciliation, documentation review, customer service
Preferred skills
Broadridge Dataphile platform, CSC/CMH/CPA certifications, brokerage industry experience
Technologies
Microsoft Excel, Broadridge Dataphile
Responsibilities
Manage Canadian and US tax reporting cycles (T5/R3, T3/R16, 1099INT, etc.), manage FATCA/CRS reporting obligations, ensure reporting meets regulatory deadlines, liaise with internal groups and external tax authorities, provide customer service to clients.
Seniority
Junior to Mid-level, hands-on IC
