Director Corporate Tax

Fidelity Canada; Toronto; Hybrid; CAD 100,000 - 150,000; Full time

Job summary

Fidelity Canada is seeking a seasoned tax professional to lead the corporate tax function. The successful candidate will manage tax compliance, conduct audits, and serve as the internal resource for various business units, contributing to both strategic and operational tax matters in a dynamic financial services environment.

Benefits

Competitive total compensation package

Fidelity profit-sharing program

Health benefits with no premiums

Health Care Spending Account

Generous time off policy

Access to training and development courses

Tuition reimbursement

Annual dues reimbursement for professional designations

100% salary top-up for parental leave

Flexible hybrid work schedule

Qualifications

• 8-10 years of progressive experience in corporate taxation.
• Experience in mutual fund or financial services industry.
• Strong business acumen and big picture understanding.

Responsibilities

• Lead the preparation and oversight of corporate tax returns.
• Manage tax compliance and audits.
• Develop relationships with stakeholders regarding tax matters.

Skills

Strategic thinking

Attention to detail

Time management

Coaching

Excellent communication

Education

Bachelor’s degree in Accounting and Finance

Chartered Professional Accountant (CPA)

CICA In-depth Tax Course

Tools

Excel

Access

Word

PowerPoint

Job description

Job Description

Company Overview

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

The Opportunity

This role resides within the Finance & Corporate Services (FCS) department of Fidelity Investments. The Finance department provides various services across the organization including strategy support, executive and business unit finance support, business analytics, financial planning and analysis, and corporate accounting and taxation.

This position will join the Fidelity Leadership Team and reports to the Vice-President, Corporate Finance. Fidelity Canada is seeking a seasoned tax professional with a demonstrated track record of leading the corporate tax function within a mid to large size organization. This leader will have a proven track record in managing tax compliance, remaining current on industry and relevant statutory changes, providing concise tax analysis and guidance to senior executives, coupled with strong team building skills.

What You’ll Do

Tax Management & Compliance

• Lead team in the preparation, review, and oversight of corporate and indirect tax returns and ensure they are filed by required due dates
• Oversee the preparation of corporate tax provisions and ensure review and sign-off from internal and external stakeholders is smooth and meets expectations
• Lead the coordination and oversight of tax audits and reviews and manage the preparation, review, and submission of all formal responses to audit queries

Tax Advisory & Support

• Work with internal and external partners to facilitate, expedite and complete special projects or research on issues or other tax matters in a timely and effective manner
• Act as the internal resource for tax related matters arising from other business units across Fidelity Canada such as, Client Services, Fund Treasury, Product, among others

Tax Knowledge & Relationships

• Develop and maintain a network of contacts inside and outside Fidelity to ensure the tax aspects of business strategies and industry developments are well understood
• Keep abreast of new developments and issues affecting the asset management industry and manage communication and implementation of changes to the corporate tax reporting processes
• Cultivate a strong relationship with our colleagues in foreign jurisdictions

Lead and Develop Staff

• Provide leadership to help improve efficiency, risk mitigation, professionalism and staff engagement
• Set challenging goals and work standards
• Effectively communicate goals and priorities through regular feedback
• Conduct regular coaching sessions with employees, providing direction and feedback, actively manage performance, and proactively address performance concerns
• Engage employees in development conversations and provide support. towards their development goals, with a focus on continuous learning and upskilling
• Work with HR Business Partners to develop talent management strategies to attract and retain talent

What We’re Looking For

• 8-10 years of progressive experience in corporate taxation
• Experience in mutual fund or financial services industry an asset
• Bachelor’s degree with a concentration within accounting and finance or equivalent work experience
• Post-secondary education in the areas of Sustainability, Finance, Engineering, Business or related fields are preferred
• Chartered Professional Accountant (CPA) is a requirement
• CICA In-depth Tax Course, Completion of CPA Canada In-Depth Tax Courses Level 1 & 2.

What You Bring

• Strategic thinking and ability to orchestrate use of business analytics for decision making
• Strong business acumen and ability to demonstrates big picture understanding of business, interrelationships, priorities
• Excellent time management skills and strong attention to detail
• Proven strength in coaching/employee development
• Ability to effectively liaise, build relationships/use appropriate influencing strategies with stakeholders at all levels of organization
• Excellent communication skills with ability to translate complicated concepts into business terminology and ability to effectively make presentations to diverse internal audiences.
• Exceptional oral and written communication skills
• Solid understanding of IFRS tax accounting standards.
• In-depth knowledge of income tax legislation and practices with respect to a variety of different types of corporate and other taxes.
• Excellent PC skills required (Excel, Access, Word, PowerPoint, etc.)

Fidelity Benefits and Perks!

· Competitive total compensation package

· Opportunity to participate in Fidelity profit-sharing program

· Company contributes into your RRSP, without a matching requirement from you

· Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy

· Health Care Spending Account

· TELUS Health Virtual Care app

· Health and Fitness Reimbursement

· Up to $650 for home office equipment

· Generous time off policy

· 2 paid days annually to volunteer

· Access to over 11,000 training and development courses

· Tuition reimbursement

· Monetary awards for completing a required designation

· Annual dues reimbursement for professional designations

· Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of25 weeks

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [e-mail] .

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team