Senior Advisor US Tax Operations

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

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Senior Advisor for U.S. Tax Operations to lead regulatory projects and support cross-functional teams in Montreal. The role involves defining process scopes, modelling current and target states, and mentoring stakeholders across IT and business lines.

You will bring deep U.S. taxation knowledge, program management skills, and the ability to drive data-driven decisions using Power BI, Jira, and related tools. A hybrid work model supports work-life balance.

Qualifications

• 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

Responsibilities

• 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

Skills

Agile Project Management

Business Impact Analysis

Business Process Mapping

Investments

Atlassian Jira

Microsoft Excel

Microsoft Power BI

Planning

Risk Management

Visio

Learning Agility

Curiosity

Data Strategy

Synthesis

Management

Rigor

Education

University diploma in a related field

Seven years or more of relevant experience

Master's degree in taxation (asset)

Tools

Jira

Microsoft Excel

Microsoft Power BI

Visio

Job description

Area(s) of interest: Finance and accounting

Location(s): Montreal

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

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

Skills

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

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
• 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?

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