Senior Advisor Taxation

Banque Nationale du Canada; Montreal (administrative region); On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Health and wellness program

Employee share ownership plan

Employee assistance program

Preferential banking services

Community involvement

Virtual sleep clinic

Job summary

National Bank in Montreal and Toronto is seeking a Senior Advisor in Accounting and Taxation to help drive fiscal integrity for investment funds. You’ll lead tax analyses, coordinate distributions, and mentor a team within the Investment Fund Administration unit.

The role requires a Master’s in taxation (or progress) and CPA credentials, with strong Excel skills and experience in trusts and corporate tax returns. A dynamic, collaborative environment awaits.

Qualifications

• Master in taxation, completed or in progress, and at least 5 years of relevant experience.
• Accounting title (CPA)
• Knowledge of investment funds and trusts, mandatory
• Increased knowledge of investment fund distributions
• Experience in filing tax returns for trusts and corporations
• Knowledge of tax, accounting and securities standards applying to investment funds
• Experience in individual and team coaching, as well as competency development
• Advanced knowledge of Excel (complex formulas and pivot tables)
• Ability to handle pressure and good management of priorities

Responsibilities

• Analyze the tax situation of investment funds and make recommendations
• Coach, guide the team and participate in the calculation of distributions and the production of tax returns for investment funds
• Manage a strategic relationship with internal and external partners with the aim of establishing a collaborative relationship, influencing decisions and encouraging an increase in the volume of activities
• Develop, implement and evolve effective controls and working tools allowing the achievement of high quality standards, thus ensuring the integrity of financial data in the calculation of investment funds
• Monitor the industry and ensure the application of tax and securities rules in the team's various deliverables
• Participate in and coordinate projects and ensure their monitoring
• Collaborate and contribute to the improvement of activities and processes

Skills

Analytical Skills

Coaching

Microsoft Excel

Project Delivery

Securities

Tax

Accounting

Teamwork

Initiative

Learning

Agility

Resiliency

Tax Returns

Prioritization

Investment Trust

Education

Master in taxation (completed or in progress)

CPA designation

Accounting title (CPA)

Tools

Microsoft Excel

Job description

Area(s) of interest: Finance and accounting

Location(s): Montreal, Toronto

A career as a Senior Advisor in Accounting and taxation at National Bank means participating in the transformation and having a direct impact on clients. You work in a complex sector of activity to help identify business issues and meet the needs of various stakeholders in order to support major initiatives.

National Bank’s Investment Fund Administration team is responsible for calculating investment fund unit prices, producing financial statements, and preparing tax returns.

Your knowledge of the sector, various products, coaching experience and interest in taxation/accounting/securities will help you stand out.

• Analyze the tax situation of investment funds and make recommendations
• Coach, guide the team and participate in the calculation of distributions and the production of tax returns for investment funds
• Manage a strategic relationship with internal and external partners with the aim of establishing a collaborative relationship, influencing decisions and encouraging an increase in the volume of activities
• Develop, implement and evolve effective controls and working tools allowing the achievement of high quality standards, thus ensuring the integrity of financial data in the calculation of investment funds
• Monitor the industry and ensure the application of tax and securities rules in the team's various deliverables
• Participate in and coordinate projects and ensure their monitoring
• Collaborate and contribute to the improvement of activities and processes

Your team

The Taxation team of the Investment Operations sector consists of 12 professionals. Supported by tax experts, our team analyzes and interprets data to make the best decisions for our clients and partners while meeting the challenges of tax and securities law.

Prerequisite

• Master in taxation, completed or in progress, and at least 5 years of relevant experience
• Accounting title (CPA)
• Knowledge of investment funds and trusts, mandatory
• Increased knowledge of investment fund distributions
• Experience in filing tax returns for trusts and corporations
• Knowledge of tax, accounting and securities standards applying to investment funds
• Experience in individual and team coaching, as well as competency development
• Advanced knowledge of Excel (complex formulas and pivot tables)
• Ability to handle pressure and good management of priorities

Languages:

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

• Analytical Skills
• Coaching
• Microsoft Excel
• Project Delivery
• Securities
• Tax
• Accounting
• Teamwork
• Accounting
• Initiative
• Learning
• Agility
• Resiliency
• Tax Returns
• Prioritization
• Investment Trust

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?