Attendance: Hybrid
Employment Category: Intermediate Professional
Type of Contract: Permanent
A career as a Senior Advisor within the Tax Compliance CRS/FATCA/CARF team at National Bank means acting as an expert in the implementation of CRS/FATCA/CARF programs across the organization. It is through your understanding of the tax regulations, your ability to analyze end-to-end processes, your experience in cross-functional projects, your experience in risk management and corporate compliance, and your knowledge of the organization’s business lines that you have a positive impact on protecting the bank and its clients.
Your job
- Perform account monitoring activities within the scope of the CRS, FATCA and CARF programs
- Contribute to regulatory monitoring and oversight for the CRS, FATCA and CARF programs
- Contribute to the governance of the CRS, FATCA and CARF programs
- Ensure end-to-end tax compliance of business processes
- Analyze processes, identify deficiencies and recommend corrective actions
- Act as a subject matter expert for supported business lines
- Work closely with Product Owners to support the evolution and enhancement of CRS, FATCA and CARF solutions
- Review, validate and submit regulatory filings to the Canada Revenue Agency (CRA)
Your team
As part of the CRS/FATCA/CARF Tax Compliance team, you will be part of a team of 9 colleagues, based in Montreal and Edmonton, and reporting to the Senior Director - Tax Compliance CRS/FATCA/CARF. Our team stands out for its expertise in taxation, business, and processes, its rigor, its ability to adapt to an ever-changing context, the trust between colleagues, and our enjoyment of the work we do.
We offer a wide range of ongoing learning opportunities for your development, including hands-on learning, training courses and collaborating with colleagues who have varied expertise and profiles.
Prerequisites
- Bachelor’s degree in a field related to the business sector and 5 years of experience, OR any other combination of education and experience deemed equivalent.
- Experience in delivery, project management or safe Agile
- Experience in reporting and data analysis/manipulation
- Proficiency with productivity and AI tools, including Excel, Power Apps, Power BI and Copilot
- Knowledge of banking products, services and processes related to Personal Banking, Commercial Banking, Wealth Management and/or Financial Markets
- Knowledge of tax compliance requirements, including Parts XVIII, XIX and XXI of the Income Tax Act
- Strong influencing, communication and leadership skills in stakeholder interactions and decision-making processes
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferential banking services
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Additional required languages: English, French
Skills: Agile Project Management, Data Analysis, Leadership, Microsoft Excel, Microsoft Power BI, Tax Compliance, Teamwork, Influence others, Initiative, Learning Agility, Resiliency, Tax Returns, Governance, Regulatory Risk, Report Design
