income tax consultant

National Bank; Montreal; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Senior Advisor in U.S. Tax Operations. Responsibilities include leading projects, advising on U.S. taxation, and enhancing business processes. Candidates should have strong skills in process management and data presentation tools like Power BI. The role allows for hybrid working arrangements and offers a comprehensive benefits package.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Opportunities for community involvement

Qualifications

• Experience with test scenarios and user support.
• Knowledge of improving and mapping business processes.
• Sense of initiative and the ability to work under pressure.

Responsibilities

• Represent the sector in large-scale projects related to regulatory initiatives.
• Support business line partners and IT teams in decision making.
• Define and optimize processes for deliverables.

Skills

Transforming end-to-end business processes

Excellent knowledge of management tools data presentation

Knowledge of Canadian or U.S. taxation

Good time management and planning skills

Tools

Power BI

Job description

Senior Advisor US Tax Operations

Posted on October 07, 2025 by Employer details National Bank

Job details

A career as a Senior Advisor in U.S. Tax Operations in the Tax operations team is an opportunity to grow within a unifying group that is an essential contributor to decisions and offers a cross-sector vision of collaboration with various partners.

Your job

• Represent the sector in large-scale projects related to regulatory initiatives and technology integration
• Support business line partners and IT teams in making decisions and deliverables
• Define the scope of processes to be optimised and proactively take charge of planning activities for deliverables
• Lead workshops with several stakeholders with leadership at various levels and expertise
• Model current and target processes based on mapping practices in place at the Bank
• Develop analysis methodologies and reliable performance and risk indicators
• Perform detailed, high-level impact analyses on all angles of the process
• Apply best practices to identify and draft business requirements, understand their links and ensure their traceability
• Define test scenarios and support users
• Propose change management strategies to solution users and contribute to coaching and planning
• Expert on U.S. taxation for business lines and advise management on complex issues
• Lead regulatory certification activities required by the IRS and support internal partners and external suppliers

Your team

Reporting to the Senior Manager - U.S. Tax Operations you will be part of a team of 10 colleagues and play a key role in developing practices and quality in the sector.

It is an inclusive, engaged team that is always ready to debate and bring about change, creativity and innovation. We favor a variety of forms of continuous learning to enhance your development, including on-the-job learning and the training content available to you.

This position gives you the opportunity to work in a hybrid way to ensure a work-life balance.

Prerequisites

• Experience transforming end-to-end business processes in Operations
• Experience with test scenarios and user support
• Excellent knowledge of management tools data presentation (e.g. Power BI)
• Knowledge of improving and mapping business processes
• Knowledge of investment products (securities)
• Knowledge of Canadian or U.S. taxation
• Sense of initiative, discipline, strong ability to take charge and ability to work in solution mode
• Good time management, priorities and ability to work under pressure with good work organization and advanced planning skills

Your benefits

In addition to competitive compensation, upon hiring you will 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

Job information

• Location: Montréal, QC
• Work location: On site
• Salary: Not available
• Terms of employment: Full time
• Starts as soon as possible
• Vacancies: 1 vacancy
• Source: Jobillico #16424239