Senior Tax Advisor

National Bank of Canada; Toronto; On-site; CAD 120,000 - 170,000; Full time

Benefits offered by this job

Health and wellness program, including

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada seeks a Senior Advisor – Investment Fund and ETF Taxation to act as a subject‑matter expert in a complex field, guiding decision‑making and ensuring best practices in taxation, accounting, and securities within our Investment Fund Administration sector.

You will lead advisory efforts on tax, accounting, and regulatory matters for investment funds, analyze complex scenarios, and drive strategic recommendations to optimize outcomes for clients and the organization.

Qualifications

• Master’s degree in Taxation (completed or in progress) with 7–10 years of relevant experience.
• CPA designation.
• Deep expertise in investment funds, trusts, and related tax matters.
• Advanced knowledge of investment fund distributions.
• Significant experience preparing trust and corporate tax returns.
• Strong knowledge of tax, accounting, and regulatory standards applicable to investment funds.
• Proven experience in coaching, mentoring, and talent development.
• Demonstrated ability to influence decisions and engage a variety of stakeholders.
• Experience coordinating or contributing to large-scale and transformation projects.
• Advanced proficiency in Excel and strong data analysis skills.
• Excellent ability to manage priorities and thrive in a complex, fast-changing environment.

Responsibilities

• Act as a trusted advisor to internal and external partners on tax, accounting, and regulatory matters related to investment funds.
• Analyze complex situations and provide strategic recommendations to optimize outcomes for clients and the organization.
• Provide functional leadership to the team by sharing knowledge, supporting skills development, and contributing to the evolution of best practices.
• Coordinate activities related to distribution calculations and the preparation of investment fund tax returns while ensuring compliance with regulatory requirements.
• Develop, implement, and continuously enhance a robust control framework to ensure the integrity of financial data and maintain high-quality standards.
• Proactively monitor tax, accounting, and regulatory changes and recommend the necessary adaptations to processes and deliverables.
• Lead or contribute to strategic and cross-functional projects by engaging stakeholders and ensuring the achievement of project objectives.
• Identify and implement opportunities for continuous improvement, automation, and process optimization.

Skills

Analytical Skills

Change & Transformation

Coaching

Influencing

Initiative

Investment Trust

Learning Agility

Microsoft Excel

Prioritization

Project Delivery

Resiliency

Stakeholder Management

Tax Accounting

Teamwork

Education

Master’s degree in Taxation

CPA designation

Tools

Microsoft Excel

Job description

A career as a Senior Advisor – Investment Fund and ETF Taxation at National Bank means acting as a subject matter expert in a complex and constantly evolving field. You contribute to strategic initiatives that have a direct impact on our clients, partners, and the organization by guiding decision‑making and ensuring the application of best practices in taxation, accounting, and securities.

The Investment Fund Administration sector at National Bank is responsible for calculating the net asset value (NAV) of investment funds, as well as preparing their financial statements and tax returns.

Leveraging your deep expertise in the investment fund industry, your influential leadership style, and your ability to solve complex issues, you will play a key role in evolving our practices and achieving our business objectives.

Your Role

• Act as a trusted advisor to internal and external partners on tax, accounting, and regulatory matters related to investment funds.
• Analyze complex situations and provide strategic recommendations to optimize outcomes for clients and the organization.
• Provide functional leadership to the team by sharing knowledge, supporting skills development, and contributing to the evolution of best practices.
• Coordinate activities related to distribution calculations and the preparation of investment fund tax returns while ensuring compliance with regulatory requirements.
• Develop, implement, and continuously enhance a robust control framework to ensure the integrity of financial data and maintain high-quality standards.
• Proactively monitor tax, accounting, and regulatory changes and recommend the necessary adaptations to processes and deliverables.
• Lead or contribute to strategic and cross-functional projects by engaging stakeholders and ensuring the achievement of project objectives.
• Identify and implement opportunities for continuous improvement, automation, and process optimization.

Your Team

Within the Fund Accounting sector, on the Taxation and Distribution team, you will be part of a group of 12 specialized professionals and report to the Senior Manager, Investment Fund Accounting. We are responsible for all tax-related activities for investment funds administered by National Bank. Working closely with various business partners, we ensure compliance with tax and regulatory requirements while contributing to the evolution of practices and the growth of the organization.

Prerequisites

• Master’s degree in Taxation (completed or in progress), or an equivalent combination of education and experience, with 7 to 10 years of relevant experience
• Deep expertise in investment funds, trusts, and related tax matters
• Advanced knowledge of investment fund distributions
• Significant experience preparing trust and corporate tax returns
• Strong knowledge of tax, accounting, and regulatory standards applicable to investment funds
• Proven experience in coaching, mentoring, and talent development
• Demonstrated ability to influence decisions and engage a variety of stakeholders
• Experience coordinating or contributing to large-scale and transformation projects
• Advanced proficiency in Excel and strong data analysis skills
• Excellent ability to manage priorities and thrive in a complex, fast-changing environment

A career as a Senior Advisor – Investment Fund and ETF Taxation at National Bank means acting as a subject matter expert in a complex and constantly evolving field. You contribute to strategic initiatives that have a direct impact on our clients, partners, and the organization by guiding decision‑making and ensuring the application of best practices in taxation, accounting, and securities.

Your Role

• Act as a trusted advisor to internal and external partners on tax, accounting, and regulatory matters related to investment funds.
• Analyze complex situations and provide strategic recommendations to optimize outcomes for clients and the organization.
• Provide functional leadership to the team by sharing knowledge, supporting skills development, and contributing to the evolution of best practices.
• Coordinate activities related to distribution calculations and the preparation of investment fund tax returns while ensuring compliance with regulatory requirements.
• Develop, implement, and continuously enhance a robust control framework to ensure the integrity of financial data and maintain high-quality standards.
• Proactively monitor tax, accounting, and regulatory changes and recommend the necessary adaptations to processes and deliverables.
• Lead or contribute to strategic and cross-functional projects by engaging stakeholders and ensuring the achievement of project objectives.
• Identify and implement opportunities for continuous improvement, automation, and process optimization.

Your Team

Within the Fund Accounting sector, on the Taxation and Distribution team, you will be part of a group of 12 specialized professionals and report to the Senior Manager, Investment Fund Accounting. We are responsible for all tax-related activities for investment funds administered by National Bank. Working closely with various business partners, we ensure compliance with tax and regulatory requirements while contributing to the evolution of practices and the growth of the organization.

Prerequisites

• Master’s degree in Taxation (completed or in progress), or an equivalent combination of education and experience, with 7 to 10 years of relevant experience
• CPA designation
• Deep expertise in investment funds, trusts, and related tax matters
• Advanced knowledge of investment fund distributions
• Significant experience preparing trust and corporate tax returns
• Strong knowledge of tax, accounting, and regulatory standards applicable to investment funds
• Proven experience in coaching, mentoring, and talent development
• Demonstrated ability to influence decisions and engage a variety of stakeholders
• Experience coordinating or contributing to large-scale and transformation projects
• Advanced proficiency in Excel and strong data analysis skills
• Excellent ability to manage priorities and thrive in a complex, fast‑changing environment

Languages: English

Required skills: Analytical Skills, Change & Transformation, Coaching, Influencing, Initiative, Investment Trust, Learning Agility, Microsoft Excel, Prioritization, Project Delivery, Resiliency, Stakeholder Management, Tax Accounting, Teamwork

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
• Involvement in community initiatives
• Telemedicine service
• 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 our team?

Join us!