Tax Strategy Lead: Corporate Actions & Income Processing

Scotiabank; Toronto; On-site; CAD 100,000 - 150,000; Full time

Benefits offered by this job

Bonus

Flexible vacation

Personal & sick days

Comprehensive benefits

Job summary

Scotiabank in Toronto, Canada invites a Manager, Corporate Actions & Income processing Tax Reporting to lead centralized tax guidance for corporate actions and income events affecting client holdings. You will analyze tax implications, issue summaries, and ensure compliance with Canadian and U.S.

tax reporting requirements. You will develop governance standards, review regulatory developments, and collaborate with Tax, Legal, Compliance, and business teams to drive timely processing and risk

Qualifications

• University degree is required in Accounting, Finance, Taxation or related discipline.
• Experience in Corporate Actions, Tax Operations or Asset Servicing is preferred.
• Demonstrated ability to analyze complex Corporate Action events and determine tax treatment.
• Strong knowledge of Canadian and U.S. tax reporting requirements for securities and investment products.
• Experience in financial institutions and cross-border tax reporting obligations.
• Familiarity with DTCC, CDS and global Corporate Action market practices.

Responsibilities

• Perform detailed tax analysis for Corporate Action and Income events affecting client positions.
• Review prospectuses, circulars, election materials and legal docs to support tax analysis.
• Determine appropriate tax treatment, withholding and reporting implications for each event.
• Develop and publish standardized Tax Opinion Summaries with guidance and references.
• Ensure tax analysis is completed ahead of payable dates to support timely processing.
• Provide expert guidance on tax implications of complex events and reorganizations.
• Maintain governance standards and templates for tax treatment across events.

Skills

Tax analysis

Corporate Actions

Regulatory knowledge

Cross-border reporting

Stakeholder collaboration

Education

University degree in Accounting/Finance/Taxation

Job description

Scotiabank in Toronto, Canada invites a Manager, Corporate Actions & Income processing Tax Reporting to lead centralized tax guidance for corporate actions and income events affecting client holdings. You will analyze tax implications, issue summaries, and ensure compliance with Canadian and U.S.

tax reporting requirements. You will develop governance standards, review regulatory developments, and collaborate with Tax, Legal, Compliance, and business teams to drive timely processing and risk