Operations Tax Specialist Sr.

fil; Toronto; Hybrid; CAD 80,000 - 110,000; Full time

Benefits offered by this job

RRSP contribution

Competitive compensation

Job summary

Fidelity Clearing Canada is seeking an Operations Tax Specialist, Sr to manage Canadian and US tax reporting, QI/FATCA/CRS obligations, and regulatory compliance. This role operates within a flexible hybrid schedule under Fidelity's Dynamic Working Policy.

Based in Toronto with a relocation to Mississauga planned, the Senior Specialist collaborates across teams to ensure accurate filings, timely deliveries, and robust document control while delivering high-quality client service and regulatory

Qualifications

• 3 - 5 years of experience in tax processing and reporting.
• Working experience within the brokerage industry or a clearing firm, an asset.
• University Degree completed, an asset.
• Tax related courses and CMA an asset.
• Industry courses such as CSC, CMH, CPA, offered by the CSI, etc., an asset.

Responsibilities

• Oversee and ensure accurate Canadian and US tax reporting.
• Manage client year-end tax processes for accuracy.
• Deliver Canada US tax reporting cycles (T5/R3, 1099 etc.).
• Support QI, FATCA/CRS reporting for US & Global clients.
• Stay compliant with regulatory deadlines and risk controls.
• Collaborate with internal teams to optimize tax processes.

Skills

Tax reporting

Canadian tax reporting

US tax reporting

Dividends processing

Problem solving

Communication

Microsoft Excel

Attention to detail

Regulatory knowledge

Client service

Prioritization

Education

University degree

Tax courses (CMA)

CSI courses (e.g., CSC)

Tools

Broadridge Dataphile

Job description

Job Description

Operations Tax Specialist, Sr

You will be working on a flexible hybrid schedule as part of Fidelity's Dynamic working Policy.

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.

The Senior Specialist, Tax Reporting serves as a subject matter expert in one or more of the team’s three core focus areas (Canadian, US, and Global Reporting), while also providing cross-functional support as needed. 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

QI & FATCA/CRS Reporting - US & Global

• Manage all QI obligations for FCC as a withholding QI
• Manage FATCA/CRS reporting for all FCC’s clients
• Document review as needed (QI, NR, RC forms)

Compliance and Regulatory Environment

• Maintenance of satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews
• Ensure all reporting is completed on or before regulatory deadlines
• Accountable for identifying issues and risks (financial & regulatory)
• Ensure all internal and external tax accounts are reconciled
• Stay current with regulatory environment governing tax responsibilities
• Conduct ongoing research to ensure that current processes remain compliant with applicable regulations and are proactively aligned with upcoming changes in the regulatory environment
• Document review as needed (QI, NR, RC forms)

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
• The Senior Analyst, Tax Reporting is expected to be the subject matter expert in 1 or more of the 3 main areas of team focus.
• 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 assigned

What We Are Looking For:

• 3 - 5 years of experience in tax processing and reporting
• Working experience within the brokerage industry or a clearing firm, an asset
• University Degree completed, 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 knowledge of Canadian or US tax reporting / filing processes
• Working knowledge of dividends, income processing, reorg, registered plans
• 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 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 $80,000 to $110,000, 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?

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 for 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