Title: Manager, Client Service Delivery Operations (GWO)
Requisition ID: 260731

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Role
As a Manager, Client Tax Reporting (Client Support), you will play a key role in supporting the success of the Tax Operations & Advisory function across Canadian Wealth Management, MD Financial, and Global Banking & Markets.

You’ll work closely with enterprise-wide stakeholders, including tax partners and Corporate Tax, to ensure operational excellence and compliance with regulatory tax regimes such as FATCA, CRS, QI, and CRA requirements.

This role is focused on driving service excellence, strengthening controls, and leading continuous improvement initiatives within the client support model.

In this role, you will:

Champion a client-focused culture, enhancing relationships across internal business lines and partners

Provide high-quality support to internal stakeholders including Scotia Capital, Wealth Management (ScotiaMcLeod, iTRADE, Scotia Trust, MD), GBM, and Custody Services

Ensure consistent client coverage practices, including escalation management and issue resolution with tax reporting teams

Own and manage regulatory reporting production schedules, including advisor communication during tax season

Lead advisor support calls and review client communications during tax campaigns

Maintain and update standard operating procedures (SOPs) to ensure regulatory compliance

Develop and track performance metrics, scorecards, and client experience insights to drive continuous improvement

Ensure accuracy, timeliness,



and completeness of escalations, and implement preventative actions

Lead, coach, and develop team members through performance management, goal setting, and ongoing feedback

Build team capability through training, cross-training, and bench strength development

Promote a high-performance and inclusive team culture aligned with organizational values

Ensure adherence to operational risk, regulatory compliance, and AML/ATF frameworks

Do you have the skills that will enable you to succeed in this role?

Post-secondary education in Accounting, Finance, Taxation, or a related field

Relevant tax or accounting certifications/designations (e.g., CPA, tax courses) are considered an asset

Prior experience in tax reporting, regulatory reporting, or related financial services operations

Solid knowledge of tax reporting regimes, including FATCA, CRS, Qualified Intermediary (QI), and CRA requirements

Experience supporting regulatory reporting production processes and tax reporting cycles (e.g., tax season deliverables)

Experience working with financial services clients and products, particularly within Wealth Management, Capital Markets, or Banking environments

Proficiency with tax reporting and operational systems, including Broadridge, TFP, TXSY, CDS,



DTCC, BFS, and AS400

Experience developing and using reporting metrics, scorecards, and data analysis to support operational performance and client reporting

Experience managing regulatory documentation and standard operating procedures (SOPs)

What’s in it for you?

A rewarding career path with diverse opportunities for professional development

An organization committed to making a difference in our communities – for you and our customers.

A competitive rewards program including bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day.

Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias‑free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.

Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.

Location(s): Canada : Ontario : Toronto

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📌 Manager, Client Service Delivery Operations (GWO) (Ontario)
🏢 Scotiabank
📍 Ontario