Operations Tax Specialist

fil; Toronto; Hybride; CAD 65 000 - 80 000; Plein temps

Avantages offerts par ce poste

RRSP contribution

Résumé du poste

Fidelity Clearing Canada is seeking an Operations Tax professional based in Toronto, with a flexible hybrid work model. The role supports Canadian and US tax reporting, regulatory compliance, and client tax slip processes from 483 Bay Street and later the Mississauga office.

You will collaborate with internal stakeholders, maintain regulatory deadlines, and contribute to documentation and projects. A University degree and tax-related coursework are preferred; base salary ranges from $65,000 to

Qualifications

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

Responsabilités

• Manage Canadian and US tax reporting and filing processes.
• Handle client tax slips distribution and year-end processes.
• Ensure regulatory deadlines are met and maintain audit readiness.
• Collaborate with internal stakeholders to improve tax operations.
• Provide strong client service and support across teams.

Connaissances

Operational experience

Canadian/US tax reporting

QI/FATCA/CRS knowledge

Brokerage/clearing industry

University degree

Tax courses CMA/CPA

CSI courses

Formation

University degree

Description du poste

Job Description

You will be working on a flexible hybrid

The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Current work authorization for Canada is required for all openings.

About Us

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.

For more information about Fidelity Clearing Canada, please visit https://clearing.fidelity.ca/

Your Opportunity

The Operations Tax team is responsible for managing all aspects of Fidelity Clearing Canada’s tax operations, including reporting and compliance. This includes the production and distribution of tax slips to clients, as well as interaction with tax authorities for withholding tax remittance, reconciliations, and audits. The team maintains direct engagement with FCC clients on tax-related matters. The roles within the team are responsible for ensuring that Fidelity's brand and reputation are protected by adhering to Fidelity's compliance and risk framework.

This role collaborates with internal stakeholders to drive efficient, accurate, and client-focused processes that meet regulatory requirements. Additional responsibilities include contributing to documentation updates, participating in projects, and supporting other initiatives as assigned.

What You Will Do

The Operations Tax team is responsible for:

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

What We Are Looking For

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

What You Bring

• Excellent problem-solving skills
• Excellent communication skills, written and oral
• Proficiency with Microsoft Excel
• Accurate and detailed oriented
• Knowledge of Broadridge's Dataphile platform, an asset
• Excellent customer service orientation
• Ability to work independently, manage competing priorities effectively

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $65,000 to $80,000, based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

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.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

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

Great Place To Work Certified

• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada

Human Resource Director (HRD) - Best Place To Work

• HRD - 5-Star Benefit Program
• 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