Senior Advisor, Tax Compliance; Hybrid

Attendance

Hybrid

Job number

35020

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

26-Aug-2026

Area(s) of interest: Capital Markets and treasury, Risk management, Operations

Location(s): Montreal

A career as a Senior Advisory, Tax Compliance in the Capital Markets Onboarding team at National Bank means acting as a compliance expert in international tax regulations. In this role, you help ensure the integrity of onboarding processes for counterparties and contribute directly to sound risk management practices. Your expertise in tax compliance, capital markets operations, and regulatory frameworks allows you to influence key decisions and support business growth while maintaining a strong control environment.

• Advise business units and internal partners on the application of QI, QDD, and CRS-FATCA regulations to mitigate compliance risks.

• Ensure counterparties' compliance with applicable tax regulations throughout the onboarding lifecycle.

• Oversee the governance and effectiveness of operational controls related to international tax compliance programs.

• Support process reviews, regulatory initiatives, and projects impacting Capital Markets Onboarding activities.

• Develop procedures, tools, training content, and documentation that strengthen regulatory compliance and operational efficiency.

• Act as the primary point of reference for regulatory expertise and collaborate with stakeholders to resolve complex compliance matters.

The Operations Capital Markets Documentation Centre for Counterparties consists of more than 50 specialists who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the forefront of industry developments, and continuously improve processes.

Within the Operations Capital Markets Documentation Centre for Counterparties, you are part of a large team of 50 colleagues and report to the Senior Manager, Capital Markets Onboarding. Our team stands out for its adaptability to capital markets realities, its rigor, and its strong culture of collaboration. We aim to offer you maximum flexibility to promote your quality of life. This includes a hybrid work environment and a flexible, adaptable schedule.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.

• Hold a completed bachelor's degree in a related field and 6 years of relevant experience, or a completed master's degree and 4 years of relevant experience.

• Demonstrate experience within the securities industry or capital markets environment.

• Possess strong knowledge of Qualified Intermediary (QI) and Qualified Derivatives Dealer (QDD) rules.

• Have knowledge of Common Reporting Standard and Foreign Account Tax Compliance Act (CRS-FATCA) regulations.

• Be proficient in the Murex platform or similar capital markets systems.

Languages:

English, French

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

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Analytical Skills Organization Skills Regulatory Compliance Securities Teamwork Business Acumen Client-focused Decision Making Initiative Resiliency Results oriented Self-motivation Adaptability Influencing Murex

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your…