Tax Reporting Specialist at Fidelity

Position: Tax Reporting Specialist Role at Fidelity
Join Fidelity as a Tax Reporting Specialist, working hybrid in Toronto. Your expertise in tax operations will be crucial in managing compliance and reporting for Canadian and U.S. clients.

In this senior position, you will utilize your 3-5 years of experience in tax processing to oversee important tax reporting cycles. You'll be responsible for delivering accurate T5 and 1099 reports while interacting with regulatory authorities and ensuring adherence to compliance standards. Serving as a subject matter expert, you'll collaborate across teams to enhance processes and deliver exceptional service.

Key Responsibilities:

• Oversee Canadian and U.S. tax reporting processes

• Ensure compliance with regulatory deadlines and accuracy

• Handle tax documentation reviews and audits

• Maintain strong customer relationships with clients

• Manage competing priorities effectively in tax operations

Requirements:

• 3-5 years in tax processing and reporting

• Experience in brokerage or financial services

• University degree or tax-related courses (asset)

• Strong problem-solving and communication skills

• Detailed knowledge of tax filing processes

Utilize your skills in tax operations at Fidelity to support clients and drive compliance excellence.
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