Description
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
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
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 offer a barrier-free workplace that is accessible 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!
