Manager, Policy Holder Tax & Regulatory Operations
Core
Overseeing end-to-end operational delivery of policyholder tax reporting, unclaimed property, and regulatory compliance activities for a financial institution.
Role type
Manager, Regulatory Operations & Tax Compliance
Builds
Accurate, timely, and compliant tax reporting outcomes (T5s, FATCA, CRS, unclaimed property) for the Canada Revenue Agency and other regulators.
Domain
Financial Services / Insurance / Tax & Regulatory Compliance
Deliverable
Production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
People management and coaching, process ownership, stakeholder management, audit support, regulatory interpretation, cross-functional collaboration
Preferred skills
Strategic transformation (automation/AI), KPI ownership
Technologies
CRA systems, FATCA/CRS reporting platforms, unclaimed property databases
Responsibilities
Lead a team of operations processors; manage external vendor relationships; serve as primary contact for CRA interactions; oversee annual tax reporting cycles and FATCA/CRS submissions; conduct internal control testing and audit support; drive continuous improvement in operational processes.
Seniority
Manager, hands-on leadership