US Tax Operations Specialist Organization

A large international financial institution operating across multiple regions, serving corporate, institutional, and commercial clients. The organization provides services in investment banking, capital markets, structured finance, commercial banking, and international trade within a highly regulated global environment. Position: US Tax Operations Specialist

Title: US Tax Operations Specialist Location: Downtown Montreal. Work model: Hybrid, 2 days remote work allowed Type of position: Full time, permanent Salary: 100k-105k with 10% bonus. 4 weeks vacation. They offer a great benefits package. RRSP matching, you contribute 2% and they contribute 8%.

More about the role:

The Tax Department has historically been staffed with six team members (including the Head of Tax) responsible for overseeing the organization's tax function across the Americas. This includes U.S. tax compliance and reporting, tax risk management, and tax advisory and planning.

As the organization's operations have grown significantly throughout the region, the department has continued to meet its core responsibilities, though increasing workloads have limited its ability to do so as effectively as desired. Planned business growth over the coming years is expected to further increase transaction volumes and complexity, placing additional demands on the team.

To address these evolving needs, the department is seeking to add an additional team member to help manage key tax risks and support the expanding business. The ideal candidate will have strong expertise in U.S. information reporting and withholding requirements, including FATCA. As business volumes, product offerings, and balance sheet activity continue to grow, this individual will play a key role in supporting the organization's tax compliance, reporting, and risk management initiatives.

Primary Function: Preparing the US Information Reporting and Withholding compliance and supporting other on-going US tax operations.

Responsibilities: US Information Reporting and Withholding/FATCA

a) Annual form 1042/1042-S and 1099 reporting/preparation and coordination. b) Coordination/responding to form W-8/W-9 request for the bank and US subs. c) Supporting Head of Tax and Tax Manager with the completion of the Information Reporting and Withholding remediation transversal project. d)Supporting Head of Tax and Tax Manager with governance of Tax Withholding and Reporting Committee.

Ongoing Tax Operations

a) Coordination and support of the department’s two income tax return preparers with state and local tax return preparation, filings, and notice responses. b) Support Tax Managers and Tax Specialists with the preparation and filing of indirect tax reporting, e.g. property taxes, excise taxes and sales taxes. c) Support/assist NY Tax Department tax efficiency and development initiatives.

Required Qualifications Working knowledge of US tax certifications, e.g., forms W-8 and W-9. Working knowledge of the forms 1042/1042-S and 1099 Exposure to global income tax treaties, in particular the US income tax treaty. Working knowledge of US State corporate income tax returns. Microsoft Office proficiency (e.g., Excel, Word, PowerPoint)

Ideal qualifications, but not required Accounting or Finance background AI tool competency