Senior Manager, Taxation - Scotiatrust

Scotiabank; Montreal; On-site; CAD 80,000 - 110,000; Full time

Job summary

A leading financial institution is seeking a Taxation Services Manager to oversee operations in Montreal. The role emphasizes leadership, client relationship management, and compliance with regulations. The ideal candidate will have managerial experience in tax services and a strong understanding of accounting principles. Fluency in both English and French is essential to effectively serve diverse clients. Join a purpose-driven team committed to excellence and inclusivity.

Qualifications

• Managerial experience in a tax unit servicing trusts and individuals.
• Proficiency in French is a strong asset.

Responsibilities

• Lead a customer-focused culture to deepen client relationships.
• Oversee and approve all new client engagements.
• Manage the unit’s budget and support strategic planning.

Skills

Leadership

Client Relationship Management

Risk Management

Education

Post-secondary degree or diploma

Accounting designation

Tools

Tax Software

MS Office

Salesforce

Broadridge Trust System

Job description

Requisition ID: #

Join a purpose-driven, winning team committed to results within an inclusive and high-performing culture.

Purpose

Leads and oversees a Scotiatrust Taxation Services unit in Canada, ensuring that business strategies, plans, and initiatives are executed in compliance with regulations, policies, and procedures.

Accountabilities

1. Lead a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
2. Maintain control of the Taxation Services unit to ensure professional and profitable tax service delivery by managing and supervising staff.
3. Handle all hiring and performance management functions for the unit.
4. Oversee and approve all new client engagements, ensuring they meet business guidelines.
5. Act as a contact for clients, partners, and prospects.
6. Perform key tax preparation and review functions in complex situations.
7. Manage the unit’s budget and support strategic planning and annual business planning.
8. Consider the Bank’s risk appetite and culture in daily activities and decisions.
9. Create an environment for effective operations aligned with Scotiabank’s values and compliance frameworks, including risk, AML/ATF, and conduct risks.
10. Build a high-performance team environment, attracting, developing, and motivating staff through inclusive leadership and succession planning.

Education/Experience

• Managerial experience in a tax unit servicing trusts and individuals.
• Post-secondary degree or diploma.
• Proficiency in French is a strong asset.
• Working towards or holding an accounting designation.
• Completion of STEP or CSI Taxation Courses; staying updated on legislative changes.
• Excellent computer skills, especially in tax software, MS Office, Salesforce, and Broadridge Trust System.

Working Conditions

• Standard office environment; non-standard hours may occur.
• Limited domestic travel.
• Locations: Montreal, Ottawa, or Hamilton, ON.

Note: Due to a language needs assessment, the candidate must communicate fluently in English and French to serve diverse clients and collaborate with head office teams.

Locations: Montreal, QC; Hamilton, ON; Ottawa, ON.

Scotiabank is committed to diversity and inclusion. Accommodations are available upon request during the recruitment process.

Applicants must apply online. Only shortlisted candidates will be contacted for interviews.