Senior Analyst, US Tax Operations

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

Benefits offered by this job

Health and wellness program

Group insurance

Generous pension plan

Employee and Family Assistance Program

Telemedicine service

Job summary

A Canadian financial institution is seeking a Senior Tax Analyst for a 12-month temporary assignment in Montreal. This role involves supporting U.S. tax transactions and improving tax processes. Candidates should have a Bachelor's degree and extensive experience in tax operations, with knowledge of Canadian or U.S. tax rules. The position offers a hybrid work model and a competitive benefits package.

Qualifications

• 5+ years of relevant experience in tax operations.
• Knowledge of Canadian or U.S. tax rules.
• Ability to handle complex IRS requests.

Responsibilities

• Support tax transactions with advanced technical expertise.
• Review and improve existing tax processes.
• Contribute to technological projects using tax expertise.

Skills

Knowledge of investment products

Advanced Excel level

Excellent interpersonal relationships

Strong problem-solving skills

Time management

Education

Bachelor’s degree in a related field

Tools

SharePoint

Confluence

JIRA

PowerBI

Job description

3 days ago Be among the first 25 applicants

***This position is a 12-month temporary assignment to replace maternity leave.***

A career as a Senior Tax Analyst 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.

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

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.

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

These are a few of the benefits available to you. 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.

We’re putting people first

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! What can you bring to our team?

Join us!

Additional required languages: English, French

Seniority level

Mid‑Senior level

Employment type

Temporary

Job function

Accounting/Auditing and Finance

Industries

Banking