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Edward

Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership.

Edward

Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

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¹Fortune 500, published June 2024, data as of December 2023.

Compensation provided for using, not obtaining, the rating.

Looking for an opportunity to make a meaningful impact in a complex and evolving regulatory environment? As our Senior Technical Specialist – Tax Operations you'll leverage your expertise in Canadian and cross-border tax reporting to ensure compliance, reduce risk, enhance client outcomes, and lead key business initiatives that drive continuous improvement.

Key Responsibilities Include

- Serve as the Canada Tax Production Subject Matter Expert (SME), providing deep expertise in Canada Revenue Agency (CRA) rules, regulations, withholding, reporting, and tax production requirements. Acts as a highly skilled individual contributor responsible for supporting multiple tax production work streams, ensuring compliance with evolving regulatory requirements, and delivering accurate, timely, and risk-controlled tax reporting.
- Function as the primary resource for interpreting and applying CRA regulations, analyzing regulatory changes, and translating complex tax requirements into operational processes and procedures. Provides guidance on complex tax matters, resolves escalated issues, and partners with internal stakeholders to ensure consistent application of tax policies, controls, and reporting requirements across the organization.
- Maintain a strong understanding of U.S.



tax concepts impacting Canadian reporting, including IRS regulations related to U.S. persons, cross-border tax considerations, withholding requirements, and information reporting obligations. Leverages this knowledge to assess regulatory impacts, support operational compliance, and provide guidance on complex client and tax reporting scenarios involving U.S. and Canadian tax requirements.

- Lead efforts to identify, assess, and implement process improvements, regulatory enhancements, and strategic change initiatives that improve operational efficiency, strengthen compliance, reduce risk, and enhance client service. Additionally, supports oversight of outsourced tax production activities and technology vendors, partnering with external providers to resolve issues, implement regulatory changes, monitor service delivery, and ensure alignment with business, operational, and compliance requirements.
- Recognized as a trusted authority on Canadian tax production, CRA regulatory requirements, and cross-border tax reporting considerations, this role influences business outcomes through technical expertise, cross-functional collaboration, vendor partnership, and continuous improvement leadership while ensuring the organization remains compliant and well-positioned to respond to changing regulatory demands.

What Experience You'll Need

- High School diploma or equivalent required.
- 3+ years of experience in the financial services industry or a related operational environment.
- Experience supporting Canadian Tax functions and solid knowledge of CRA regulations
- Strong analytical and problem-solving skills with the ability to research, identify, and resolve complex issues.
- Experience working with operational systems and technology platforms within a financial services environment.




- Ability to identify process improvement opportunities and recommend solutions that enhance efficiency, accuracy, and risk mitigation.
- Strong attention to detail and commitment to maintaining data integrity and operational controls.
- Effective communication skills with the ability to collaborate across business areas, vendors, and external partners.

What Could Set You Apart
- Bachelor's degree in Business, Finance, Accounting, or a related field.
- Experience supporting process improvement initiatives, workflow optimization, and operational change management.
- Proven ability to train, coach, and mentor associates.
- Experience and/or working knowledge with:
- Excel
- Salesforce
- SharePoint
- JIRA
- Power BI

- Experience working in a fast-paced environment with competing priorities and critical processing deadlines.
- Familiarity with regulatory, audit, and risk management requirements within the financial services industry.

Candidates who live within a commutable distance of our Mississauga, Ontario home office are expected to work in the office three days per week, with a preference for Tuesday through Thursday. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.

📌 Senior Technical Specialist - Tax Operations (Mississauga)
🏢 Edward Jones
📍 Mississauga