Senior Advisor US Tax Operations

National Bank of Canada; Montreal; On-site; CAD 80,000 - 100,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution is seeking a Senior Advisor for U.S. Tax Operations in Montreal. The role involves representing the sector in projects, advising management on U.S. taxation, and optimizing business processes. Candidates should have a university degree and over ten years of relevant experience. The position offers competitive benefits including health programs and pension plans.

Qualifications

• Ten years or more of relevant experience.
• Experience transforming end‑to‑end business processes in Operations.
• Excellent knowledge of management tools for data presentation.

Responsibilities

• Represent the sector in large‑scale projects.
• Lead workshops with several stakeholders.
• Act as an expert on U.S. taxation and advise management.

Skills

Process optimization

Business analysis

User support

Data presentation tools

Knowledge of taxation

Education

University degree in a related field

Tools

Power BI

Job description

Senior Advisor US Tax Operations

Be among the first to apply for the Senior Advisor US Tax Operations role at National Bank of Canada. 1 week ago – Be among the first 25 applicants.

A career as a Senior Advisor in U.S. Tax Operations in the Tax operations team is an opportunity to grow within a unifying group that is an essential contributor to decisions and offers a cross-sector vision of collaboration with various partners.

Responsibilities

• Represent the sector in large‑scale projects related to regulatory initiatives and technology integration
• Support business line partners and IT teams in making decisions and deliverables
• Define the scope of processes to be optimised and proactively take charge of planning activities for deliverables
• Lead workshops with several stakeholders, including leadership at various levels and expertise
• Model current and target processes based on mapping practices in place at the Bank
• Develop analysis methodologies and reliable performance and risk indicators
• Perform detailed, high‑level impact analyses on all angles of the process
• Apply best practices to identify and draft business requirements, understand their links, and ensure their traceability
• Define and identify test scenarios and support users
• Propose change‑management strategies to solution users and contribute to coaching and planning
• Act as an expert on U.S. taxation for business lines and advise management on complex issues
• Lead regulatory certification activities required by the IRS and support internal partners and external suppliers

Prerequisites / Qualifications

• University degree in a related field and ten years or more of relevant experience
• Experience transforming end‑to‑end business processes in Operations
• Knowledge of improving and mapping business processes
• Experience with test scenarios and user support
• Excellent knowledge of management tools for data presentation (e.g. Power BI)
• Knowledge of investment products (securities)
• Knowledge of Canadian or U.S. taxation
• Sense of initiative, discipline, strong ability to take charge and ability to work in solution mode
• Good time‑management priorities and ability to work under pressure with good work organisation and advanced planning skills

Benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

Our Values & Culture

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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier‑free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates!

Additional required languages: English, French.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Accounting / Auditing and Finance

Industries

Banking

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