Tax Operations Specialist Fidelity

Elevate your tax expertise with Fidelity Clearing Canada as an Operations Tax Specialist based in Toronto. This hybrid role entails managing tax reporting and compliance for clients across Canada and the U.S.

Join Fidelity's Operations Tax team, where you will oversee essential Canadian and U.S. tax reporting processes, including all year-end functions. Your responsibilities will encompass FATCA and CRS reporting, ensuring compliance, and maintaining direct client relationships. You will also contribute to regulatory updates and participate in projects that enhance internal processes and client service.

Key Responsibilities:

• Manage Canadian and U.S. tax reporting and compliance

• Oversee client year-end processes for accuracy

• Handle FATCA and CRS reporting for clients

• Ensure timely completion of regulatory documentation

• Enhance documentation for audits and compliance reviews

Requirements:

• 1-2 years of operational experience in tax

• Knowledge of Canadian and U.S. reporting processes

• Familiarity with QI, FATCA, and CRS obligations

• Strong communication and problem-solving skills

• Proficiency in Microsoft Excel

Bring your tax proficiency and customer-focused mindset to Fidelity, enhancing client interactions and compliance operations.
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