Hybrid Tax Operations Specialist – Canada & US

Fidelity International; Toronto, Mississauga; Hybrid; CAD 65,000 - 80,000; Full time

Job summary

Fidelity Canada is seeking an Operations Tax professional to join our Tax team in a flexible hybrid Toronto-based role, with later relocation to Mississauga. The role focuses on Canada & US tax reporting, client interaction, and year-end processes to ensure accurate filings and regulatory compliance.

You will contribute to FATCA/QI/CRS reporting, maintain regulatory deadlines, and collaborate with internal teams to deliver precise, compliant tax services to Fidelity Clearing Canada clients.

Qualifications

• 1–2 years of operational experience.
• Knowledge of Canadian and/or US reporting & filing processes is an asset.
• Knowledge of QI/FATCA/CRS obligations/filing processes is an asset.
• Work within the brokerage industry or a clearing firm is an asset.
• University degree completed, or equivalent work experience is an asset.
• Tax related courses and CMA, an asset.
• Industry courses such as CSC, CMH, CPA, offered by CSI, etc., an asset.

Responsibilities

• Tax Reporting - Canada & US: Manage, oversee and ensure accurate completion of all Canadian and US tax reporting.
• Manage all client critical year-end processes for accuracy.
• Canadian tax reporting and delivery cycle function, including but not limited to the following: T5/R3, T3/R16, T5013/R15, T5008 NR4, T4RSP, T4RIF.
• US tax reporting and delivery cycle function, including but not limited to the following: 1099INT, DIV and B, 1042S, form 1042 and 945, Contribution Receipts, Estate Receipts, FATCA/QI/CRS Reporting - US & Global, Manage FATCA/CRS reporting for all FCC’s clients, Manage all QI obligations for FCC as a withholding QI.
• Compliance and Regulatory Environment: Document review as needed (QI, NR, RC forms).
• Maintenance of satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews.
• Ensure all reporting is completed on or before regulatory deadlines.
• Stay current with regulatory environment governing tax responsibilities.
• Accountable for identifying issues and risks (financial & regulatory).
• Ensure all internal and external tax accounts are reconciled.
• Customer Service: Be a role model for our employees for delivering stellar quality customer service interactions to our internal and external customers to exceed their expectations and create a positive experience.
• Provides backup as needed for the other areas as needed.
• Liaise with other internal groups to ensure efficient and accurate processes that make the most sense from a client and regulatory aspect.
• Involved with documentation review/update, projects and other tasks.

Skills

Problem solving

Communication

Excel proficiency

Detail oriented

Dataphile knowledge

Customer service

Independent work

Education

University degree

Tools

Broadridge Dataphile

Job description

Fidelity Canada is seeking an Operations Tax professional to join our Tax team in a flexible hybrid Toronto-based role, with later relocation to Mississauga. The role focuses on Canada & US tax reporting, client interaction, and year-end processes to ensure accurate filings and regulatory compliance.

You will contribute to FATCA/QI/CRS reporting, maintain regulatory deadlines, and collaborate with internal teams to deliver precise, compliant tax services to Fidelity Clearing Canada clients.