Manager, Customer Tax Programs
Core
Manages and implements first-line-of-defense client tax programs (FATCA/CRS, Tax Slips) ensuring regulatory compliance with CRA requirements and risk management.
Role type
Manager, Customer Tax Programs
Builds
Client tax reporting systems, processes, and governance programs for P&BB Canada
Domain
Financial Services / Tax Compliance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Program Management, Regulatory Compliance (FATCA/CRS/Income Tax Act), Vendor Management, Strategic Planning, Risk Management, Change Management, Stakeholder Liaison, Data Analysis
Preferred skills
Industry network development, Training program delivery, Audit support
Technologies
CRA reporting systems, Tax governance platforms
Responsibilities
Oversee business operations for client tax programs; Act as subject matter expert on tax regulations; Manage external vendor relationships; Lead complex initiatives for technology and process changes; Coordinate with Technology and Operations for information returns; Represent the business on Governance/Risk Working Groups; Monitor and advise on risk requirements; Maintain procedure documentation; Respond to CRA inquiries and support regulatory examinations; Manage resources for strategic initiatives.
Seniority
Manager, strategic execution & team leadership