Senior Analyst US Tax Operations

National Bank of Canada; Montreal; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Job summary

A leading financial institution in Montreal seeks a Senior Analyst for U.S. Tax Operations to support tax transactions and improve processes. Candidates should have a Bachelor’s degree, 5+ years of relevant experience in tax rules and investment products, and advanced Excel skills. The role offers a hybrid work model with benefits like health programs and a pension plan.

Qualifications

• Five or more years of relevant experience or equivalent training and experience.
• Ability to manipulate large databases using Excel.
• Ability to work under pressure with strong organizational skills.

Responsibilities

• Support the Bank's sectors in their U.S. tax transactions.
• Handle complex requests from partners and the IRS.
• Ensure data accuracy in IRS reporting and reconciliations.

Skills

Knowledge of investment products (securities)

Knowledge of Canadian or U.S. tax rules

Advanced Excel level

Excellent interpersonal relationships

Good time management

Strong initiative and discipline

Education

Bachelor’s degree in a related field

Tools

Excel

SharePoint

Confluence

JIRA

PowerBI

Job description

Senior Analyst US Tax Operations

Join to apply for the Senior Analyst US Tax Operations role at National Bank of Canada

Your job

• Support the Bank's sectors in their U.S. tax transactions with advanced technical expertise
• Handle complex requests from partners and the IRS identifying and resolving operational problems
• Review and improve existing processes to simplify and standardise tax tasks
• Ensure the rigour of data reported to the IRS and U.S. income reconciliations
• Help issue U.S. tax slips for business lines and partners
• Contribute to technological and regulatory projects thanks to in-depth tax expertise

Your team

Reporting to the Senior Director of US Tax Operations, you will be part of a team of 10 colleagues and play a key role in the evolution of practices and quality within the sector. This is an inclusive, engaged team that enjoys constructive debate and drives change, creativity, and innovation. We promote a variety of continuous learning formats to support your development, including hands‑on learning and access to curated training content. This position offers a hybrid work model that supports a healthy work‑life balance.

Prerequisites

• Bachelor’s degree in a related field and five or more years of relevant experience or any other combination of training and experience deemed equivalent
• Knowledge of investment products (securities) and experience in operations
• Knowledge of Canadian or U.S. tax rules
• Advanced Excel level (manipulation of large databases, advanced formulas, etc.)
• Excellent knowledge of documentation, planning and presentation tools (e.g. SharePoint, Confluence, JIRA, PowerBI, etc.)
• Knowledge of one or more systems: ISM/T80, AS400, Global+, accurate
• Good management of time, priorities and ability to work under pressure
• Well organisation of work with advanced planning skills
• Excellent interpersonal relationships
• Sense of initiative, discipline, strong ability to take charge and ability to operate in solution mode

Your 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

Additional required languages

English, French