Taxation Senior Advisor

Position: Taxation Senior Advisor Role
As a Senior Advisor in Taxation at National Bank, make a profound impact in Toronto or Montreal by influencing key financial decisions in investment funds. Utilize your specialized tax knowledge and leadership skills.

This pivotal role is designed for an experienced taxation professional who can navigate complex financial environments. You'll manage client relationships while coaching a team on tax return production for investment funds. Your ability to develop effective processes will ensure high-quality deliverables, all while complying with regulatory standards.

Key Responsibilities:

• Assess investment funds' tax situations to guide strategic decisions

• Provide coaching in tax return production and team collaboration

• Build and manage relationships with partners for increased activity

• Create and implement controls to ensure data integrity

• Stay updated on tax regulations impacting deliverables

Requirements:

• Master’s degree in taxation and 5+ years of relevant experience

• CPA certification essential

• Strong understanding of investment fund regulations

• Proven track record in team coaching and development

• Advanced Excel skills with experience in complex functions

Drive the future of investment funds with your expertise at National Bank, enhancing operations and client satisfaction.
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