Senior Tax Reporting Analyst – QI/FATCA/CRS Expert

Fidelity Canada; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a Senior Analyst for its Tax Reporting team. The role involves managing compliance with QI, FATCA, and CRS obligations, ensuring accurate tax reporting, and interfacing with tax authorities. The ideal candidate will have 3-5 years of relevant experience, excellent communication skills, and proficiency in Microsoft Excel. This position offers a competitive compensation package and supports a flexible hybrid work environment.

Benefits

Competitive total compensation package

Health benefits with no employee-paid premiums

Tuition reimbursement

Generous time off policy

Access to over 11,000 training courses

Qualifications

• 3 - 5 years of experience in QI/FATCA/CRS obligations and reporting.
• Knowledge of Canadian reporting/filing processes is an asset.
• Demonstrated attention to detail and accuracy.

Responsibilities

• Manage timely and accurate tax slip production and distribution.
• Conduct document review as needed.
• Oversee withholding tax remittances and reconciliations.

Skills

Experience in QI/FATCA/CRS obligations

Problem-solving skills

Client service skills

Communication skills

Proficiency with Microsoft Excel

Education

University Degree or equivalent work experience

Tools

Microsoft Excel

Broadridge’s Dataphile platform

Job description

A leading financial services firm in Toronto is seeking a Senior Analyst for its Tax Reporting team. The role involves managing compliance with QI, FATCA, and CRS obligations, ensuring accurate tax reporting, and interfacing with tax authorities. The ideal candidate will have 3-5 years of relevant experience, excellent communication skills, and proficiency in Microsoft Excel. This position offers a competitive compensation package and supports a flexible hybrid work environment.