Senior Investment Fund Tax Advisor

Banque Nationale du Canada; Toronto; On-site; CAD 110,000 - 160,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Virtual sleep clinic

Job summary

National Bank in Toronto seeks a Senior Advisor – Investment Fund and ETF Taxation to act as a subject-matter expert in a complex taxation landscape. You will guide decision-making to ensure best practices in tax, accounting, and securities while supporting strategic initiatives.

In this role, you will lead a team within the Fund Accounting sector, focusing on taxation, distributions, and regulatory compliance for investment funds.

Qualifications

• Master’s degree in Taxation or equivalent with 7–10 years of relevant experience.
• Deep expertise in investment funds, trusts, and related tax matters.
• Advanced knowledge of investment fund distributions and tax compliance.

Responsibilities

• Act as a trusted advisor on tax, accounting, and regulatory matters for investment funds.
• Analyze complex situations and provide strategic recommendations.
• Provide leadership to the team by sharing knowledge and developing talent.
• Coordinate distribution calculations and fund tax return preparations.
• Develop and enhance a robust control framework for financial data integrity.
• Monitor tax, accounting, and regulatory changes and adapt processes accordingly.
• Lead or contribute to strategic cross-functional projects with stakeholders.
• Identify opportunities for automation and process optimization.

Skills

Analytical Skills

Coaching

Microsoft Excel

Project Delivery

Stakeholder Management

Tax Accounting

Teamwork

Initiative

Learning Agility

Resiliency

Prioritization

Influencing

Change & Transformation

Investment Trust

Education

Master’s degree in Taxation

Job description

National Bank in Toronto seeks a Senior Advisor – Investment Fund and ETF Taxation to act as a subject-matter expert in a complex taxation landscape. You will guide decision-making to ensure best practices in tax, accounting, and securities while supporting strategic initiatives.

In this role, you will lead a team within the Fund Accounting sector, focusing on taxation, distributions, and regulatory compliance for investment funds.