Senior Tax Compliance Advisor

Attendance

Hybrid

Job number

33130

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

19-May-2026

Area(s) of interest: Finance and accounting

Location(s): Montreal

A career as a Senior Advisor – Tax Compliance in the CRS/FATCA/QI/QDD Tax expertise Centre team at National Bank compliance with the qualified intermediary (QI) agreement and the qualified derivatives Dealer (QDD) rules with which the Bank and its subsidiaries must comply. This position allows you to leverage your expertise in taxation and regulatory compliance, as well as your knowledge of financial markets. You play an important role with the business lines in compliance practises, as well as in the client and employee experience.

Your job

Support, advise and participate in the activities of the U.S. Tax Operations team as part of projects, internal initiatives or process reviews related to QI and QDD regulations
Support the SM in his governance activities and in managing the risks of QI/QDD program activities
Reduce the risk of non-compliance by supporting and advising business units on projects and process reviews, while offering the support needed to handle complex cases on a daily basis
Act as a resource person for developing, updating and improving work tools, procedures and training
Actively contribute to working groups by guiding discussions and participating in program-related initiatives

Your team

In the Investment Funds Administration and Tax activities sector at Operations investments, you are part of a team of 3 employees committed to implementing QI/QDD rules and you will report to the Senior Manager – Tax expertise Centre – QI/QDD Programs. Your role is to oversee program governance and develop processes in a context where rules are constantly evolving.

Rigour and agility come together to anticipate and meet the challenges of a constantly changing environment in a stimulating atmosphere where fun and collaboration are part of everyday life.

We rely on a variety of forms of continuous learning to support your development: On-the-job learning, access to training content, and collaborate with colleagues with diverse backgrounds and expertise.

Prerequisites

A completed bachelor's degree in a related field and 6 years of relevant experience or a completed master's degree in a related field and 4 years of relevant experience
Experience in compliance, audit or legal
Experience in the securities industry
Knowledge of products and financial markets
Knowledge of QI and QDD rules
Very good analytical skills
Thinking in process mode and working in solution mode
A strong sense of autonomy and organisation
strong team spirit, easy to collaborate effectively

Languages:

English, French

Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Skills

Analytics Compliance Management Securities Tax Audits Tax Compliance Teamwork Initiative Learning Agility Resiliency Rules & Norms Self-Sufficiency

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 such as:

* 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

* Involvement in community initiatives

* Telemedicine service

* Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join 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?