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Senior Analyst US Tax Operations

Apply now Job ID 43221024112 Date posted 01/17/2023

Primary Locations: Montreal, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time


National Bank is currently undergoing the most significant technological transformation in its history and has many career opportunites to offfer. 

  • Do you have a keen interest in US tax laws and tax filing processes?
  • Are you passionate about the securities industry and investment products?
  • Are you known for your analytic skills and for your rigor and your leadership?
  • Do you have the ability to challenge the status quo and interested to propose new ways of doing things?
It is an opportunity for you then to take quickly!

This position reports to the Manager, US Tax Operations - Technologies-Operations sector.

Your role
  • Communicate, interact and support different sectors of the Bank in order to offer them advanced technical support in their american tax  operations;
  • Participate in the preparation and issuance of US tax slips for all our business partners;
  • Conduct the annual reconciliation of US source income reported to the US government (IRS);
  • Perform related quality control on data reportable to the US government; ;
  • Perform quality control of new business rules related to investment products implemented by our service providers and ensure compliance of US tax slips to file;
  • Perform analysis to validate financial and non-financial information and identify proactively issues;
  • Compile, produce and analyze different reports and statistics to ensure decision-making;
  • Participate in the analysis of various requests received from the IRS and business partners;
  • Identify potential problems related to operations and continuously propose solutions to improve the efficiency of our services;
  • Collaborate in the analysis of systems or processes related to the filing of US tax slips;
  • Document and periodically review the procedures of the sector's operational activities;
  • Update work methods and ensure follow-ups on the planning of the sector's activities;
  • Assist colleagues in understanding new business rules and ensure the presentation of regulatory changes and new investment products involving changes in our operational processes;

Hybrid work

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it's important to you.


Competencies required

  • Bachelor's degree related to the sector of activity and seven years of relevant experience or any other combination of education and experience considered equivalent; 
  • Knowledge of securities;
  • Experience in operations and tax implications related to market events;
  • Knowledge of US tax rules;
  • Advanced Excel skills;
  • Good time management, priority control and ability to work under pressure;
  • Analytical, structured and methodical;
  • Autonomy, great ability to take charge and to work in solution mode;
  • Excellent interpersonal skills;
  • Ability to communicate effectively in French and in English (for dealing with English-speaking partners outside Quebec); 

Your benefits:

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.

  • 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
  • Initiatives promoting community involvement
  • Telemedicine service
  • Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

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 accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?
#LI-GC1

JobField: Finance

Unposting Date: 2023-01-30

Job Number: FIN009CL

Posting Date: 2023-01-24

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