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Title: Senior Manager, IRS Tax Reporting (GWO)

Requisition ID: 266311

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

The Role

As Senior Manager, QI / IRS Tax Reporting, you will lead the Bank's U.S. tax information reporting, withholding, remittance, reconciliation, and compliance obligations under the IRS Qualified Intermediary (QI) Agreement and related U.S. tax regulations.

You will provide oversight for U.S. tax reporting programs including Forms 1042-S, 1042, 1099, and 945, FATCA, Chapters 3 and 4 withholding, Section 1446 reporting, and related governance activities across multiple business lines and legal entities.

Acting as a senior subject matter expert, you will partner with Operations, Technology, Tax Advisory, Compliance, Legal, Wealth Management, Capital Markets, and external stakeholders to ensure regulatory compliance, operational excellence, and the successful delivery of tax reporting obligations.





Is this role right for you? In this role, you will:

U.S. Tax Reporting & Regulatory Compliance

- Lead annual and periodic U.S. tax reporting obligations, including Forms 1042-S, 1042, 1099, 945, FATCA reporting, Chapters 3 and 4 withholding, Section 1446 reporting, QI reporting, and U.S. REIT/RIC and LPU reporting
- Ensure accurate withholding, remittance, reconciliation, certification, and reporting of U.S.-source income across applicable business lines and legal entities
- Oversee tax reporting calendars, production schedules, filing deadlines, control checkpoints, and management attestations
- Monitor regulatory developments impacting QI, FATCA, withholding tax, and IRS reporting requirements, and lead implementation of required changes
- Maintain governance frameworks, policies, procedures, control documentation, and recordkeeping requir

📌 Senior Manager, IRS Tax Reporting (GWO) (Toronto)
🏢 Scotiabank
📍 Toronto