Senior Advisor Taxation

at  National Bank of Canada

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.

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.
  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.

• 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.