Senior Analyst Canadian Tax Operations

National Bank of Canada; Montreal; On-site; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Health and wellness program

Group insurance

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Virtual sleep clinic

Job summary

National Bank is seeking a Senior Analyst for its Canadian Tax Operations team in Montreal. The role focuses on ensuring reliable tax information reporting for non-registered accounts, including slips such as T5, T3, T5013, T5008, and NR4, with responsibilities spanning regulatory changes, system enhancements and issue resolution.

You will work cross-functionally to anticipate risks and improve process quality, efficiency and robustness, while contributing to evolving technology use in tax

Qualifications

• Master’s degree in Taxation, Accounting, or related field (completed or in progress) or equivalent experience.
• Significant experience in financial operations, business analysis, taxation or complex regulated environment.
• Knowledge of Canadian tax information slips is a strong asset.
• Excellent analytical, synthesis and complex problem-solving skills.
• Ability to coordinate multiple stakeholders and priorities and to communicate across audiences.

Responsibilities

• Monitor regulatory changes and new business needs, analyze impacts on tax reporting, processes, data, systems and controls, and recommend actions.
• Translate business needs into functional/technical requirements and coordinate with development teams.
• Define validation strategies, test scenarios and recommend changes before production releases.
• Analyze end-to-end processes and data to identify risks and root causes.
• Take ownership of complex issues involving multiple areas and coordinate resolution.
• Monitor tax reporting cycles and lead post-mortem analyses for improvements.
• Identify and implement process and control improvements, including AI and automation.

Skills

Analytical Skills

Artificial Intelligence

Finance

Indirect Taxation

Microsoft Excel

Problem Solving

Tax Accounting

Tax Preparation

Teamwork

Initiative

Learning Agility

Resiliency

Stakeholder Management

Intelligent Process Automation

Education

Master’s degree in Taxation or Accounting

Job description

Area(s) of interest: Finance and accounting

Location(s): Montreal

A career as a Senior Analyst within National Bank’s Canadian Tax Operations team means serving as an expert in the evolution and reliability of the processes that support our tax information reporting.

The team is responsible for issuing Canadian tax information slips for non-registered accounts, including T5/RL-3, T3/RL-16, T5013/RL-15, T5008/RL-18 and NR4 slips, as well as the related tax remittances and reconciliations.

You work cross-functionally on regulatory changes, system enhancements and complex issues. Through your expertise, analytical skills, influencing leadership and interest in new technologies, you help anticipate risks and advance the quality, efficiency and robustness of our operations.

Your role

• Monitor regulatory changes and new business needs, analyze their impacts on tax reporting, processes, data, systems and controls, and recommend required actions
• Analyze and translate business needs into functional or technical requirements and coordinate work with development teams and various partners through implementation
• Define validation strategies and test scenarios, coordinate or perform required testing, and make the necessary recommendations before production releases
• Analyze end-to-end processes and data to identify risks, interdependencies and root causes of issues
• Take ownership of complex operational, regulatory or technical issues requiring the involvement of multiple areas and coordinate their resolution
• Monitor the planning of tax reporting cycles and lead post-mortem analyses by identifying risks, issues and improvements that help secure deliverables
• Identify, assess, recommend and contribute to implementing improvements to processes and controls, including through the integration of new technologies, artificial intelligence solutions and automation
• Act as a subject-matter expert for the team and partners, explain complex topics clearly and contribute to the development of collective expertise

Your team

Join a team specializing in Canadian Tax Operations for non-registered accounts. As a cross-functional team, we support all of the organization’s legal entities and collaborate with numerous internal and external partners. Our environment combines constantly evolving regulatory requirements, interconnected systems and processes, and reporting cycles with strict deadlines. During tax season, the team also handles a high volume of support requests from Client Service teams and partners on tax matters requiring specialized expertise. Everyone contributes to this collective effort to ensure the continuity and quality of our operations. The Advisor role connects operational expertise, regulatory requirements and technology partners.

Prerequisites

• Master’s degree in Taxation, Accounting, or a related field (completed or in progress), or any other combination of education and relevant experience deemed equivalent
• Significant experience in financial operations, business analysis, taxation or a complex regulated environment
• Knowledge of Canadian tax information slips is a strong asset
• Excellent analytical, synthesis and complex problem-solving skills
• Ability to understand interactions between operational processes, data, systems and regulatory requirements
• High degree of autonomy and sound judgment, with influencing leadership and the ability to coordinate multiple stakeholders and priorities
• Excellent communication skills in both official languages, orally and in writing, as well as the ability to explain complex topics clearly and adapt communications to different audiences
• Excellent proficiency with Microsoft Office, including advanced Excel skills
• Strong interest in new technologies and the ability to identify relevant use cases for artificial intelligence, a utomation and analytical tools to solve business problems or improve processes

Languages

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

Press space or enter keys to toggle section visibility

Analytical Skills Artificial Intelligence Finance Indirect Taxation Microsoft Excel Problem Solving Tax Accounting Tax Preparation Teamwork Initiative Learning Agility Resiliency Stakeholder Relationship Management Intelligent Process Automation Solutions Collaboration

In addition to competitive compensation, 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
• Group insurance
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is 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?