Taxation Senior Advisor

National Bank of Canada; Montreal; On-site; CAD 90,000 - 115,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution in Montreal is seeking a Taxation Senior Advisor to manage complex projects in regulatory compliance. The role involves leading cross-functional teams and requires a minimum of 3 years of experience in the financial sector along with strong communication skills in both French and English. The position offers various benefits and a supportive work culture focused on continuous learning and development.

Qualifications

• Minimum of 3 years' experience in business analysis, project management, or operational management in the financial sector.
• Strong ability to navigate complex and regulated environments.
• Advanced proficiency in Microsoft Office Suite, especially Excel.
• Excellent communication skills, both oral and written (French and English).

Responsibilities

• Lead cross‑functional projects related to the issuance of tax slips.
• Provide strategic support and foster skill development among operational teams.
• Represent the Bank’s interests in industry committees.
• Conduct in‑depth business analyses to identify regulatory impacts.
• Monitor performance indicators for quality and compliance.

Skills

Project management

Regulatory compliance

Business analysis

Leadership

Communication skills

Microsoft Excel

Education

Bachelor's or master's degree in business administration, finance, taxation, or related field

Job description

Join to apply for the Taxation Senior Advisor role at National Bank of Canada.

A career as a Senior Advisor within the Canadian Tax Slips Management team at National Bank is a unique opportunity to play a strategic role in a group that is essential to the organization’s regulatory obligations. You contribute to the management of complex projects, provide operational and strategic support to teams, and represent the Bank in industry committees, while leading continuous improvement initiatives in a constantly evolving regulatory environment.

Your Role

• Lead cross‑functional projects related to the issuance of tax slips, ensuring coordination among internal and external stakeholders.
• Act as an influential leader for operational teams by providing strategic support and fostering skill development.
• Actively participate in industry committees and external forums, representing the Bank’s interests and ensuring regulatory monitoring.
• Conduct in‑depth business analyses to identify the impacts of regulatory or business changes and propose appropriate solutions.
• Define and monitor performance indicators for the sector, ensuring the quality and compliance of deliverables.
• Collaborate closely with IT, legal, tax, and operational teams to ensure solutions are aligned with business needs.
• Contribute to the evolution of governance practices, risk management, and internal controls.

Your Team

You join a dynamic and committed team of 14 professionals working in the Canadian Tax Slips – Non‑Registered Accounts sector. You report to the Senior Director of the sector and collaborate with internal and external partners in a stimulating environment marked by innovation, rigor, and collaboration.

We promote a variety of continuous learning methods to support your development, including learning through action, access to training content, and collaboration with colleagues from diverse backgrounds and areas of expertise. We encourage internal mobility and, by the nature of our activities, offer numerous opportunities to grow and advance your career.

Prerequisites

• Completed bachelor’s or master’s degree in business administration, finance, taxation, or a related field, or any other combination of education and experience deemed equivalent.
• Minimum of 3 years’ experience in business analysis, project management or operational management in the financial sector.
• Strong ability to navigate complex and regulated environments.
• Inspiring leadership, political acumen, and ability to influence without direct authority.
• Advanced proficiency in Microsoft Office Suite, especially Excel.
• Excellent communication skills, both oral and written (French and English).

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.
• Opportunities to get involved in community initiatives.
• Telemedicine service.
• Virtual sleep clinic.

We're putting people first

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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier‑free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates!

Additional required languages: English, French.