Senior Advisor Taxation

Attendance

Hybrid

Job number

22464

Category

Senior Professional

Status: Temporary 12 months

Type of Contract

Temporary

Number of months

12 months

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

17-Sep-2024

Location: Montreal, Quebec

City

Montreal

Province/State

Quebec

Area of Interest: Finance and accounting

A career in accounting and taxation at National Bank means contributing to the Bank's transformation and having a direct impact on clients. As a Senior Advisor - Taxation, you will work in a complex sector to help understand business issues and respond to the needs of different stakeholders to support the implementation of important initiatives.

National Bank’s Investment Fund Administration team is responsible for calculating investment fund unit prices, producing financial statements, and preparing tax returns.

It will be through your knowledge of the sector, the different products, your coaching experience and your interest in taxation/accounting/securities that you will stand out.

Your role

Analyze the tax situation of investment funds and make recommendations.
Coach a team made up of 8 professionals responsible for delivering the different activities.
Guide the team and participate in the calculation of distributions and the production of tax returns for investment funds.
Manage a strategic relationship with internal and external partners with the aim of establishing a collaborative relationship, influencing decisions and encouraging an increase in the volume of activities.
Develop, implement and evolve effective controls and working tools allowing the achievement of high quality standards, thus ensuring the integrity of financial data in the calculation of investment funds.
Monitor the industry and ensure the application of tax and securities rules in the team's various deliverables.
Calculate distributions of income and capital gains as well as produce tax returns for investment funds
Participate in and coordinate projects and ensure their monitoring.
Collaborate and contribute to the improvement of activities and processes.

Your team

The Taxation team of the Investment Operations sector consists of 10 professionals. Supported by tax experts, our team analyzes and interprets data to make the best decisions for our clients and partners while meeting the challenges of tax and securities law.

Basic requirements

Completed Bachelor's degree in Accounting or Finance and 7 to 10 years of relevant or related experience in the sector of activity (accounting, taxation and risk management)
Experience in filing tax returns for trusts and corporations
Knowledge of investment funds and trusts, mandatory
Increased knowledge of investment fund distributions
Knowledge of tax, accounting and securities standards applying to investment funds
Knowledge of the system: FMC - PACER (SS&C)
Advanced knowledge of Excel (complex formulas and pivot tables)
Ability to handle pressure and good management of priorities

*Temporary position of 12 months with possibility of extension at the end of the mandate.

Languages:

English, French

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

Accounting Analytical thinking Coaching Investments Leadership Learning Agility Prioritization Process Improvement Production Management Project Coordination Project Management Referrals Risk Management Tax Returns Teamwork

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.  Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?