Senior Specialist, Tax Reporting Operations & Regulatory Initiatives

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered  team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit

As a Senior Specialist, Tax Reporting Operations & Regulatory Initiatives, you will be responsible for ensuring that Tax Reporting delivers quality reporting to both the CRA and clients adhering to regulatory requirements with respect to deadlines and required data and forms. You will also be responsible for ensuring that LOBs procedures and processes meet the regulatory requirements for FATCA/CRS Tax Residency collection and Reasonability checks.

You will represent Tax Reporting and Regulatory Initiatives on Projects and Change Initiatives impacting our reporting processes as a SME providing requirements, creating test cases and validating the changes. You will be accountable for handling complex, ambiguous, Reconciliation investigations relating to Tax Reporting CRA accounts. You will expedite resolution to the issues using independent judgement and analytical thinking to conduct in-depth research using multiple systems/reports to determine the nature of the problem, verify team members work and provide guidance.

In addition, the role assists in the management of day-to-day operation and overall efficiency of Tax Reporting and also FATCA/CRS client remediation processes, while seeking opportunities to streamline current processes and procedures. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

• Attention to detail and accuracy
  - You notice the small details and ensure 100% accuracy in everything that you do while being able to complete tasks within a minimal time frame.
• Teamwork
  - You prioritize, organize workload and coordinate activities of the team by collaborating to ensure deadlines are met and pending items are reviewed regularly. Assist with training of new and/or temporary staff to provide support to peers in learning and understanding process, procedures and guidelines.
• Excellent Communication Skills
  - You communicate with respect, authenticity, and ease with individuals of different levels and different areas within the bank. You are able to use clear and concise communication skills to build trust-based relationships and solve problems.
• Technical System Savvy
  - You demonstrate excellent Microsoft Office skills (Word, Excel, Outlook) with ability to work with Spreadsheets and formulas. Able to navigate many varied systems and is technically savvy. Examples of systems used in this role:
  Corfax, Rbroker, TFP, IBTS, CRS, CORE, Tax Star, COINS, IPS, MyClient ADP, IFAST, ECIF etc.
• Multi-Tasker
  - You are experienced with multi-tasking and working in fast-paced, often-changing environment. Experience working in a team where processes and procedures are changing and updating.
• Client experience
  - You ensure the consistent delivery of high-quality service through service excellence principles to meet or exceed the expectations of internal business partners, and ultimately go above and beyond service standards in order to exceed the expectations of our clients.
• Quick learner
  - You thrive in an environment where there is a lot to learn fairly quickly.

You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making. You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life

You embrace and champion change. You continuously evolve your thinking and the way you work in order to deliver your best. You give meaning to data. You enjoy investigating complex…