Investment Product Tax Advisor

Position: Investment Product Tax Advisor Role
Location: Montreal West

Join Desjardins as an Investment Product Tax Advisor, where you’ll leverage your extensive knowledge of tax law to optimize business and compliance outcomes. This role is vital for developing strategies that meet organizational objectives.

In this position, you will coordinate tax initiatives, interpreting laws to provide clients with best practices and improved solutions. Your responsibilities will include producing accurate tax documentation, monitoring industry trends, and advising on regulatory compliance. You’ll need strong analytical skills to solve complex issues and serve as a resource person within the organization.

Key Responsibilities:

• Develop and implement tax initiatives for clients

• Monitor compliance with tax law and internal standards

• Conduct analyses and write reports on relevant data

• Optimize policies and standards in alignment with goals

• Collaborate with stakeholders on best practices

Requirements:

• Relevant bachelor’s degree required

• At least four years of experience in taxation

• Proficiency in French is mandatory

• Excellent decision-making capabilities

• Strong interpersonal and communication skills

Utilize your taxation knowledge at Desjardins, supporting clients and driving best practices across the investment sector.
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