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Reporting jobs in Canada

Senior Analyst, Tax Reporting (QI/FATCA/CRS)

Fidelity Canada

Toronto
On-site
CAD 70,000 - 90,000
30+ days ago
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Manager, Controllership (12 month contract)

OMERS

Toronto
On-site
CAD 90,000 - 120,000
30+ days ago

Senior Risk and Reporting Analyst

DUCA Financial Services Credit Union

Toronto
On-site
CAD 69,000 - 81,000
30+ days ago

CRM & Reporting Analyst

Southern Alberta Institute of Technology

Calgary
On-site
CAD 80,000 - 87,000
30+ days ago

Vice President Finance – Toronto / Ottawa / Montreal

Stonewood Group Inc.

Ottawa
On-site
CAD 150,000 - 200,000
30+ days ago
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EverCommerce - Data Product Manager

EverCommerce

Canada
Remote
CAD 172,000 - 186,000
30+ days ago

Manager Operations Tax

Fidelity Canada

Toronto
On-site
CAD 80,000 - 120,000
30+ days ago

Tech Sector – Vice-President Finance – Toronto

Stonewood Group Inc.

Toronto
On-site
CAD 120,000 - 180,000
30+ days ago
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CPA- Financial Analyst - Corporate Finance and Control - (Job Number: 00049I)

Export Development Canada

Ottawa
Hybrid
CAD 69,000 - 106,000
30+ days ago

Senior Analyst, Investment Finance

OMERS

Toronto
On-site
CAD 70,000 - 90,000
30+ days ago

Specialist, HR Technology

TMX Group

Toronto
Hybrid
CAD 70,000 - 90,000
30+ days ago

Senior Analyst, Portfolio Management

PSP Investments

Montreal
On-site
CAD 70,000 - 110,000
30+ days ago

Fleet Management – VP, Financial Reporting, Toronto

Stonewood Group Inc.

Toronto
On-site
CAD 120,000 - 180,000
30+ days ago

Regulatory Compliance Manager

Fidelity Canada

Toronto
On-site
CAD 75,000 - 100,000
30+ days ago

AVP, Change Performance Management

Aviva

Markham
On-site
CAD 120,000 - 160,000
30+ days ago

Senior Financial Analyst AgeCare

AgeCare

Mississauga
On-site
CAD 70,000 - 90,000
30+ days ago

Future Opportunities – Project Controls (Temporary/Contract)

Bruce Power

Kincardine
On-site
CAD 80,000 - 120,000
30+ days ago

Technology Company – Vice President, Finance

Stonewood Group Inc.

Ottawa
On-site
CAD 150,000 - 220,000
30+ days ago

Financial Services: Vice President Finance – Chief Accountant

Stonewood Group Inc.

Toronto
On-site
CAD 150,000 - 250,000
30+ days ago

Associate Dean & Chief Financial Officer, School of Law

New York University

Golden Horseshoe
Hybrid
USD 300,000 - 350,000
30+ days ago

Performance Analytics Marketer

CSA Group

Toronto
On-site
CAD 70,000 - 90,000
30+ days ago

SAP Software Engineer

Procter & Gamble

Toronto
On-site
CAD 90,000 - 120,000
30+ days ago

Director sénior de informes de riesgos de calidad( Senior Director, Quality Risk Reporting)

5PY IQVIA RDS Inc.

Kirkland
Hybrid
CAD 120,000 - 160,000
30+ days ago

PowerBI Platform Developer (1 year-term)

University of Toronto

Toronto
On-site
CAD 79,000 - 103,000
30+ days ago

Manager, FP&A and Valuations

Brookfield Asset Management

Toronto
On-site
CAD 80,000 - 120,000
30+ days ago

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Senior Analyst, Tax Reporting (QI/FATCA/CRS)
Fidelity Canada
Toronto
On-site
CAD 70,000 - 90,000
Full time
30+ days ago

Job summary

Fidelity Canada is seeking a Senior Analyst for its Tax Reporting team, who will serve as a subject matter expert in QI and FATCA/CRS obligations. This role involves ensuring timely tax reporting, document review, and effective liaison with internal and external parties, all within a dynamic regulatory landscape. The candidate will benefit from a supportive work environment and comprehensive benefits including health coverage and a profit-sharing program.

Benefits

Competitive total compensation package
Health benefits with no premium requirement
Health Care Spending Account
Up to $650 for home office equipment
Generous time off policy
Access to over 11,000 training and development courses
Tuition reimbursement
Pregnancy/Parental/Adoption Leave top-up

Qualifications

  • 3 - 5 years of demonstrated experience in QI/FATCA/CRS obligations and reporting.
  • Knowledge of Canadian filing processes is an asset.
  • Experience in the brokerage industry or a clearing firm is beneficial.

Responsibilities

  • Timely and accurate tax slip production & distribution to clients.
  • Document review for QI, NR, RC forms.
  • Manage withholding tax remittance.

Skills

Problem-solving
Client service
Communication
Detail-oriented
Proficiency with Microsoft Excel

Education

University Degree
Tax related courses
Industry courses (CSC, CMH, CPA)

Tools

Broadridge's Dataphile platform
Job description
Job Description

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and expertly.

Your Opportunity:


Fidelity Clearing Canada (FCC), founded in Toronto in 2009, provides Canadian registered brokerage firms and portfolio managers with trade execution, clearing, custody and back-office support.

The Tax Reporting team at FCC manages all aspects of tax reporting for our clients, including CDN plan/nonplan/estate reporting, QI obligations, US reporting, and FATCA/CRS obligations & reporting.

The team has 3 main areas of focus:

  • Plan/Estate reporting
  • Non Plan reporting
  • QI/FATCA/CRS obligations & reporting

The Senior Analyst, Tax Reporting is expected to be the subject matter expert in 1 or more of the 3 main areas of team focus. In addition, the individual provides backup as needed for the other areas. The role is expected to liaise with other internal groups to ensure efficient and accurate processes that make the most sense from a client and regulatory aspect. The role will also get involved with Policy & Procedure creation/update, risk review, training, and other tasks as assigned.

The current opportunity is for an individual who can demonstrate expertise in QI & FATCA/CRS obligations, including documentation review, reconciliation of income and withholding, and reporting to CRA & the IRS.

What You Will Do:

Primary Functions

The Tax Reporting team is responsible for:

  • Timely and accurate tax slip production & distribution to all clients, and filing with regulators
  • Document review as needed (QI, NR, RC forms)
  • Withholding tax remittance
  • Various reconciliations to ensure appropriate and accurate tax reporting
  • Interfacing with tax authorities for ongoing correspondence & audits.

The team also gets involved with projects, ranging from area specific to organization wide. They liaise with internal &/or external groups as applicable, to ensure efficient and accurate processes that make the most sense from a client and regulatory perspective. The roles within the team provide an excellent client experience and are responsible for ensuring FCCs brand and reputation are protected by adhering to Fidelity's compliance and risk framework.

Compliance and Risk Framework

The roles within the team follow procedures/guidelines and take proactive steps to:

  • Maintain satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews
  • Ensure all reporting is completed accurately on or before regulatory deadlines
  • Stay current with regulatory environment governing tax responsibilities
  • Identifying issues and risks (financial & regulatory)
  • Ensure all internal and external tax accounts are reconciled

What We Are Looking For:

  • 3 - 5 years of demonstrated experience in QI/FATCA/CRS obligations and reporting
  • Knowledge of other Canadian reporting / filing processes, an asset
  • Work within the brokerage industry or a clearing firm an asset.
  • University Degree completed, an asset.
  • Tax related courses,an asset.
  • Industry courses such as CSC, CMH, CPA, etc., an asset.

What You Bring:

  • Demonstrated experience and knowledge of QI/FATCA/CRS obligations and reporting
  • Excellent problem-solving skills
  • Excellent client service skills
  • Excellent communication skills, written and oral
  • Accurate, and detailed oriented
  • Proficiency with Microsoft Excel
  • Ability to manage competing priorities effectively
  • Knowledge of Broadridge's Dataphile platform an asset

Fidelity Benefits and Perks!

· Competitive total compensation package

· Opportunity to participate in Fidelity profit-sharing program

· Company contributes into your RRSP, without a matching requirement from you

· Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy

· Health Care Spending Account

· TELUS Health Virtual Care app

· Health and Fitness Reimbursement

· Up to $650 for home office equipment

· Generous time off policy

· 2 paid days annually to volunteer

· Access to over 11,000 training and development courses

· Tuition reimbursement

· Monetary awards for completing a required designation

· Annual dues reimbursement for professional designations

· Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of25 weeks

Current work authorization for Canada is required for all openings

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca .

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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