Senior Analyst US Tax Operations

Banque Nationale du Canada; Montreal (administrative region); Hybrid; CAD 90,000 - 120,000; 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

Banque Nationale du Canada is seeking a Senior Tax Analyst to support U.S. tax transactions, ensuring accurate reporting and streamlined processes across tax activities. The role involves collaborating with partners and IRS, reconciling U.S. source income, and contributing to regulatory projects with deep tax expertise.

You will work in a hybrid environment, joining a team of professionals focused on accuracy, risk management, and continuous improvement in tax operations.

Qualifications

• Bachelor’s degree in a related field or equivalent combination of training and experience.
• Experience with financial services operations and/or taxation.
• Knowledge of Canadian or U.S. tax rules.
• Advanced Excel skills with large databases and complex formulas.
• Ability to manage time, priorities and work under pressure.
• Excellent interpersonal skills and initiative.

Responsibilities

• Support U.S. tax transactions for Bank sectors with technical expertise.
• Handle complex partner requests and resolve operational issues with IRS.
• Reconcile U.S. source income paid and reported.
• Ensure accurate data for IRS reporting and timely corrections.
• Remit withheld taxes periodically.
• Review and improve processes to standardize tax tasks.
• Assist in issuing U.S. tax slips for business lines and partners.

Skills

Analytical skills

Curiosity

Process improvement

Prioritization

Rigor

Learning agility

Tax principles

Cross-border tax knowledge

Education

Bachelor’s degree in a related field

Tools

Jira

Microsoft Excel

Microsoft Power BI

Visio

Job description

Area(s) of interest: Finance and accounting, Operations

Location(s): Montreal

A career as a Senior Tax Analyst 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

• Support the Bank's sectors in their U.S. tax transactions with advanced technical expertise
• Handle complex requests from partners and the IRS by identifying and resolving operational problems
• Reconcile and reconcile U.S. source income paid and reported
• Ensure the rigour of the data reported to the IRS and make the necessary corrections within the timeframe
• Periodic remittance of withheld taxes
• Review and improve existing processes to simplify and standardise tax tasks
• Help issue U.S. tax slips for business lines and partners
• Contribute to technological and regulatory projects through in-depth tax expertise

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

• Bachelor’s degree in a related field or any other combination of training and experience deemed equivalent
• Experience and understanding of operational processes related to financial services and/or taxation
• Knowledge of investment products (securities)
• Knowledge of Canadian or U.S. tax rules
• Advanced Excel level (manipulation of large databases, advanced formulas, etc.)
• Good management of time, priorities and ability to work under pressure
• Excellent interpersonal relationships
• Sense of initiative, discipline, strong ability to take charge and ability to work in solution mode

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

Skills

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Analytical Skills Investments Atlassian Jira Microsoft Excel Microsoft Power BI Planning Securities Tax Accounting Visio Learning Agility Curiosity Prioritization Process Improvement Tax risks Rigor

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 your 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 your team?

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