Senior Tax Compliance Advisor

Bnc; Montreal; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community initiatives

Virtual sleep clinic

Job summary

National Bank is seeking a Senior Advisor – Tax Compliance to join the CRS/FATCA/QI/QDD Tax expertise Centre. You will interpret, apply and govern tax and regulatory requirements related to QI and QDD rules, advising business lines to reduce non-compliance risk.

You will participate in governance, risk management, annual certification, and process optimisation, collaborating with multiple partners to ensure compliant, efficient operations in a hybrid Montreal environment.

Qualifications

• Bachelor’s degree in a related field with 6 years of relevant experience or equivalent training and experience.
• Experience in compliance, audit, tax or legal within financial markets.
• Knowledge of IQ and QDD program rules and requirements.
• Ability to analyse complex regulatory requirements and propose concrete solutions.
• Strong ability to influence, advise and explain complex requirements to partners and management.

Responsibilities

• Advise business units on interpreting and applying QI/QDD tax and regulatory requirements.
• Support governance and risk management of IQ/QDD programs through certification, controls and audits.
• Review processes for regulatory compliance, identify risks and suggest optimisations.
• Maintain and prioritise initiatives affecting IQ/QDD processes and metrics.
• Develop procedures, tools, controls and training to promote compliance best practices.
• Contribute to working groups and communicate positions to management levels.
• Recommend solutions to reduce non-compliance risk while considering client and employee impact.

Skills

QI/QDD knowledge

Regulatory compliance

Governance & risk management

Auditing

Analytical thinking

Influencing & advisory

Process improvement

Autonomy & organization

Education

Bachelor’s degree in a related field

Job description

Area(s) of interest: Finance and accounting

Location(s): Montreal

A career as a Senior Advisor – Tax Compliance in the CRS/FATCA/QI/QDD Tax expertise Centre team at National Bank means acting as an expert in interpretation, the application and governance of tax and regulatory requirements related to the qualified intermediary (QI) agreement and the qualified derivatives Dealer (QDD) rules. You support and advise business lines to reduce the risk of non-compliance, develop practises and processes and contribute to an optimal client and employee experience.

• Advise business units in interpreting and applying QI/QDD tax and regulatory requirements and support them in complex situations, projects and compliance initiatives
• Support the governance and risk management of IQ/QDD programs, in particular by contributing to the annual certification process, controls related to account documentation and periodic audits
• Contribute to reviewing operational processes from the standpoint of regulatory compliance, identifying risks and making recommendations for optimisation and simplification
• Maintain and prioritise the portfolio of initiatives affecting IQ/QDD processes and systems and contribute to the development of indicators to monitor performance
• Develop and develop procedures, work tools, controls and training, and promote compliance best practises to partners
• Guide and contribute to working groups and committees related to IQ/QDD programs and communicate recommendations and positions to business lines and various management levels
• Make recommendations and help implement solutions to reduce the risk of non-compliance while considering the impact on the client and employee experience

Your team

In Operations investments, you are part of a team of three people specialised in IQ/QDD programs and report to the Senior Director, Tax expertise Centre – IQ/QDD Programs. Your role places you at the heart of governance, risk management and the evolution of practises and processes related to IQ/QDD programs, in close collaboration with several business lines and partners.

In a constantly changing regulatory environment, you use your rigour, judgement and ability to influence to anticipate issues, propose solutions and advance compliance practises. You work in a stimulating environment where collaboration, agility and fun are part of everyday life.

This position gives you the opportunity to work in a hybrid way to promote a work-life balance.

Our on-the-job training programs help you develop and deepen your expertise. Personalized training content and access to colleagues with diverse expertise and experiences also contribute to your professional development.

Prerequisites

• Bachelor’s degree in a related field and 6 years of relevant experience, or any other combination of training and experience deemed equivalent
• Relevant experience in compliance, audit, tax or legal
• Experience in securities and/or good knowledge of financial markets and products
• Knowledge of the rules and requirements related to IQ and QDD programs
• Excellent ability to analyse, solve problems and interpret complex regulatory requirements
• Ability to analyse and optimise processes and propose concrete solutions to reduce the risk of non-compliance
• Ability to influence, advise and explain complex requirements to different partners and management levels
• A strong sense of autonomy and organisation, with a strong ability to collaborate effectively with multidisciplinary partners

Languages:

Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Skills

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Analytical Skills Communication Critical Thinking Customer Experience Leadership Organization Skills Problem Solving Tax Auditing Tax Compliance Teamwork Learning Agility Solution implementation Prioritization Influencing Stakeholder Relationship Management

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 our 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 our team?