Senior Advisor US Tax Operations

National Bank of Canada; Montreal (administrative region); Hybrid; CAD 110,000 - 170,000; 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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada seeks a Senior Advisor, U.S. Tax Operations to drive regulatory initiatives and collaborate with technology teams. You will lead workshops, map and optimize processes, and develop robust analysis methods to support business lines and management.

You will bring seven+ years of experience in end-to-end tax operations, strong project management, and proficiency in Power BI and Excel. The role offers a hybrid work model and opportunities to influence cross-bank initiatives.

Qualifications

• University degree in a related field with 7+ years of relevant experience; master's in taxation is an asset
• Experience transforming end-to-end business processes in Operations
• Experience with test scenarios and user support
• Knowledge of Canadian or U.S. taxation
• Knowledge of improving and mapping business processes
• Excellent knowledge of project management and data presentation tools (Power BI, Excel)

Responsibilities

• Represent the sector in major projects related to regulatory initiatives and technology integration
• Support business line partners and IT teams in decisions and deliverables
• Define the scope of processes to be optimised and proactively plan deliverables
• Lead workshops with stakeholders at various levels and leadership
• Model current and target processes based on mapping practices
• Develop analyses and reliable performance and risk indicators
• Perform detailed high-level impact analyses on process angles
• Define and identify test scenarios and support users
• Propose change management strategies to users and contribute to coaching
• Advise management on U.S. taxation issues for business lines
• Carry out IRS regulatory certification activities and support internal and external partners

Skills

Agile PM

Confluence

Jira

Business Impact Analysis

Process Mapping

Data Strategy

Investments

Learning Agility

Excel

Power BI

Power Apps

Visio

Planning

Rigor

Risk Mgmt

Synthesis Management

Education

University diploma in a related field

Master’s degree in taxation (asset)

Tools

Power BI

Power Apps

Excel

Visio

Confluence

Jira

Job description

A career as a Senior Advisor, U.S. Tax Operations in the Tax activities team at National Bank 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.

Your job

• Represent the sector in major 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 at various levels and expertise with leadership
• Model current and target processes based on mapping practises 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 practises to identify and draught 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
• Expert in U.S. taxation for business lines and advise management on complex issues
• Carry out regulatory certification activities required by the IRS and support internal partners and external suppliers

Your team

Reporting to the Senior Manager of U.S. Tax Operations, you will be part of a team of 12 colleagues and play a key role in developing the sector's practises and quality.

It is an inclusive, engaged team that is always ready to debate and bring about change, creativity and innovation. We favour a variety of forms of continuous learning to enhance your development, including on-the-job learning and the training content available to you.

This position gives you the opportunity to work in a hybrid way to ensure a work-life balance.

Prerequisites

• University diploma in a related field and seven years or more of relevant experience (master's degree in taxation, an asset) OR any other combination of training and experience deemed equivalent
• Experience transforming end-to-end business processes in Operations
• Experience with test scenarios and user support
• Knowledge of investment products (securities)
• Knowledge of Canadian or U.S. taxation
• Knowledge of improving and mapping business processes
• Excellent knowledge of project management and data presentation tools (e.g., power BI)
• Sense of initiative, discipline, strong ability to take charge and ability to work in solution mode
• Good management of time, priorities and ability to work under pressure with good work organisation and advanced planning skills

Languages: French, English

Reason to require this language: you will need to collaborate with a regulator/authority/government body outside Quebec.

Required skills: Agile Project Management, Atlassian Confluence, Atlassian Jira, Business Impact Analysis, Business Process Mapping, Curiosity, Data Strategy, Investments, Learning Agility, Microsoft Excel, Microsoft Power Apps, Microsoft Power BI, Planning, Rigor, Risk Management, Synthesis Management, Visio

Your benefits

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
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• 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?

Join us!