Senior Advisor Taxation
About the role
Two positions are available in Montreal or Toronto, with a French language requirement for the Montreal's office A career as a Senior Advisor in Accounting and taxation at National Bank means participating in the transformation and having a direct impact on clients. You work in a complex sector of activity to help identify business issues and meet the needs of various stakeholders in order to support major initiatives.
National Bank’s Investment Fund Administration team is responsible for calculating investment fund unit prices, producing financial statements, and preparing tax returns.
Your knowledge of the sector, various products, coaching experience and interest in taxation/accounting/securities will help you stand out.
Your job
Analyze the tax situation of investment funds and make recommendations
Coach, guide the team and participate in the calculation of distributions and the production of tax returns for investment funds
Manage a strategic relationship with internal and external partners with the aim of establishing a collaborative relationship, influencing decisions and encouraging an increase in the volume of activities
Develop, implement and evolve effective controls and working tools allowing the achievement of high quality standards, thus ensuring the integrity of financial data in the calculation of investment funds
Monitor the industry and ensure the application of tax and securities rules in the team's various deliverables
Participate in and coordinate projects and ensure their monitoring
Collaborate and contribute to the improvement of activities and processes
Your team
The Taxation team of the Investment Operations sector consists of 12 professionals. Supported by tax experts, our team analyzes and interprets data to make the best decisions for our clients and partners while meeting the challenges of tax and securities law.
Prerequisite
Master in taxation, completed or in progress, and at least 5 years of relevant experience
Accounting title (CPA)
Knowledge of investment funds and trusts, mandatory
Increased knowledge of investment fund distributions
Experience in filing tax returns for trusts and corporations
Knowledge of tax, accounting and securities standards applying to investment funds
Experience in individual and team coaching, as well as competency development
Advanced knowledge of Excel (complex formulas and pivot tables)
Ability to handle pressure and good management of priorities
Similar Jobs
Senior Advisor Taxation
About the role
Two positions are available in Montreal or Toronto, with a French language requirement for the Montreal's office A career as a Senior Advisor in Accounting and taxation at National Bank means participating in the transformation and having a direct impact on clients. You work in a complex sector of activity to help identify business issues and meet the needs of various stakeholders in order to support major initiatives.
National Bank’s Investment Fund Administration team is responsible for calculating investment fund unit prices, producing financial statements, and preparing tax returns.
Your knowledge of the sector, various products, coaching experience and interest in taxation/accounting/securities will help you stand out.
Your job
Analyze the tax situation of investment funds and make recommendations
Coach, guide the team and participate in the calculation of distributions and the production of tax returns for investment funds
Manage a strategic relationship with internal and external partners with the aim of establishing a collaborative relationship, influencing decisions and encouraging an increase in the volume of activities
Develop, implement and evolve effective controls and working tools allowing the achievement of high quality standards, thus ensuring the integrity of financial data in the calculation of investment funds
Monitor the industry and ensure the application of tax and securities rules in the team's various deliverables
Participate in and coordinate projects and ensure their monitoring
Collaborate and contribute to the improvement of activities and processes
Your team
The Taxation team of the Investment Operations sector consists of 12 professionals. Supported by tax experts, our team analyzes and interprets data to make the best decisions for our clients and partners while meeting the challenges of tax and securities law.
Prerequisite
Master in taxation, completed or in progress, and at least 5 years of relevant experience
Accounting title (CPA)
Knowledge of investment funds and trusts, mandatory
Increased knowledge of investment fund distributions
Experience in filing tax returns for trusts and corporations
Knowledge of tax, accounting and securities standards applying to investment funds
Experience in individual and team coaching, as well as competency development
Advanced knowledge of Excel (complex formulas and pivot tables)
Ability to handle pressure and good management of priorities