Senior Analyst US Tax operations
City : Montreal
Category : Regular Full-time
Industry : Finance
Employer : National Bank
- Do you have a strong interest in tax slip processes and US tax laws?
- Are you recognized for your sense of analysis and your rigour?
- Do you find it easy to challenge the status quo and like to propose new ways of doing things?
This position reports to the Director, US Tax Operations.
Your main responsibilities:
- Interact and support different sectors of the Bank in order to offer them advanced technical support in their American operations
- Perform related quality checks surrounding US government reportable data
- Perform quality control of the new business rules implemented by our service provider and ensure the compliance of the US tax slips to be produced
- Participate in the preparation and issuance of US tax slips for all our business partners
- Perform the annual reconciliation of US source income declared to the US government (IRS)
- Perform various analyzes to validate information and identify problems proactively
- Compile, produce and analyze various reports and statistics to ensure decision-making
- Participate in the analysis of the various requests received, identify potential problems related to operations and propose solutions or new procedures to improve the efficiency of the service
- Collaborate in the analysis of systems or processes related to the reporting of US tax slips
- Bachelor's degree related to the sector of activity and five years of relevant experience OR Master's degree related to the sector of activity and three years of relevant experience
- Knowledge of securities
- Experience in operations and tax implications related to market events, a serious asset
- Knowledge of US tax rules, a serious asset
- Intermediate knowledge of Excel
- Good management of time, priorities and ability to work under pressure
- Analytical, structured and methodical mind
- Autonomy, initiative and ability to work in solution mode
- Excellent interpersonal skills
- Bilingualism (spoken/written) French and English, essential
Your benefits
Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:
- Health and wellness program, including many benefits
- Flexible group insurance
- Defined benefit pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferred banking services
- Volunteer program
- Telemedicine
- Virtual sleep clinic
These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.
We're putting people first
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 peoples' lives.
Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
We welcome all candidates! What can you bring to our team?
Ready to live your ambitions?
#LI-GC1
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