Operations Tax Specialist

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

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

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 detail 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.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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?

• 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

About Us

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans.

The Search Jobs section is your online source for job opportunities at Fidelity. Using our site is simple – just take a few moments to create an online profile for your ideal job. Your profile is then automatically matched to open positions and you are notified via e‑mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us.

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]

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