Manager Operations Tax & Estates

ATB Financial; Calgary; Hybrid; CAD 110,000 - 170,000; Full time

Job summary

ATB Financial seeks a dynamic Manager of Operations, Tax, Estates and Corporate Actions (TECA) to lead a high-performing team. You will oversee Tax, Corporate Actions, and Estate Operations, ensuring accurate processing, compliance, and timely delivery in a complex matrix environment.

You will drive strategic execution through technology adoption, coach career growth, and build strong partnerships with internal and external stakeholders, including executors and legal representatives.

Qualifications

• Proven ability to coach and develop a diverse team.
• Experience working in a matrix environment across multiple functions.
• Strong verbal and written communication tailored to audience.

Responsibilities

• Oversee TECA Tax, Corporate Actions, and Estate Operations teams to ensure accurate processing and compliance.
• Lead technology adoption and process modernization to improve operations.
• Provide coaching and career development for team members and manage stakeholder expectations.

Skills

Leadership & Coaching

Matrix collaboration

Communication skills

Education

University Degree or Diploma in Business/Finance

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

Leadership is in our DNA at ATB, reflecting our commitment to developing world-class leaders who can truly thrive. Our Leader DNA model sets the standard for how we lead people, drive business performance, and shape a dynamic future. This is the place for purpose-driven individuals ready to deliver impactful leadership every day.

About the role

As ATB’s next Manager of Operations, Tax, Estates and Corporate Actions (TECA), you will report directly to the Director, Operations. You are a dynamic people leader responsible for cultivating a highly engaged, high-performing team of analysts and specialists. Beyond overseeing the selection, onboarding, and sustainment of team members, you are a strategic catalyst. You will play a critical role in ensuring the team executes against our business commitments while actively seeking ways to accelerate growth through process modernization and technology integration. By empowering your talent and streamlining workflows, you will ensure your team consistently delivers exceptional results as part of a broader ecosystem dedicated to a seamless, empathetic client experience.

Accountabilities

• Empower and Lead the TECA Team: Oversee the day-to-day operations of our Tax (focused on compliance and reporting), Corporate Actions, and Estate Operations teams. You will ensure precision in complex tasks, including income reconciliation, tax slip reporting, corporate action processing, adherence to regulatory guidelines (CRA, IRS, FATCA, CRS), and the meticulous, sensitive handling of estate settlements, legal document reviews, and asset transfers.
• Drive Strategic Execution & Technology Adoption: Contribute directly to our overarching strategy by identifying opportunities to fuel our operational engine through technology and modern processes. You will lead your team’s participation in firm and industry projects, guiding them through change management and technological adoption to build capacity for future shifts.
• Cultivate a Culture of Coaching & Growth: Lead a diverse team of entry-level and developing professionals by nurturing their evolution toward expert operational models. You will provide timely, courageous coaching and set clear expectations, ensuring tasks are completed to the highest standard while prioritizing the long-term career growth of your team members.
• Build Deep Partnerships: Create, sustain, and leverage effective relationships across a complex matrix environment. You will manage expectations with business partners, key internal stakeholders, and external entities (including executors and legal representatives) to provide seamless support to our Advisory Services teams, particularly during highly sensitive and complex estate transitions.

Skills, experience & requirements

Leadership & Teaming

• Team Member Coaching & Mentorship: A proven ability to build two-way, mutually beneficial relationships that drive long-term career movement. You excel at providing behavioral and performance-based coaching to resolve challenges and elevate your team's output.
• Teaming in a Matrix Environment: Demonstrated success working collaboratively across different functions and departments to achieve shared, highly complex strategic goals.
• Feedback Integration: The courage and emotional intelligence to provide team members with constructive thoughts and suggestions in a timely manner, coupled with a genuine openness to receiving and acting on feedback yourself.

Strategic Execution & Innovation

• Digital Agility & Modernization (New): A strong appetite for leveraging technology to remove operational friction. You actively seek out and implement technological efficiencies, workflow automations, or process improvements to optimize team performance.
• Critical Thinking & Problem Solving: The ability to navigate difficult, unexpected situations and complex business challenges by objectively assessing the landscape, weighing alternative options, and remaining calm and decisive under pressure.
• Prioritization & Time Management: Expertise in managing competing priorities, setting clear expectations for team members, and dynamically reallocating time and resources to meet critical deadlines.

Communication & Expertise

• Relationship Management: Exceptional skill in building and maintaining strong, trusted relationships with team members, peer leaders, and senior stakeholders.
• Verbal & Written Communication: The ability to communicate complex operational and compliance realities clearly, concisely, and empathetically. You supply transparent, precise, and highly useful content tailored to your audience.
• Industry Knowledge: An excellent understanding of the investment industry, with a strong working knowledge of ATB Financial and ATB Wealth structures. Familiarity with tax compliance regimes (CRA, IRS, FATCA, CRS), corporate actions, and the legal and operational nuances of estate processing (e.g., probate, wills, beneficiary payouts) is highly valued.

Education:

• University Degree or Diploma in Business, Finance, or equivalent related operational leadership experience.

Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes,we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail]

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.