Job Description You will be working on a flexible hybrid. The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway. Current work authorization for Canada is required for all openings.
About Us Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.
For more information about Fidelity Clearing Canada, please visit https://clearing.fidelity.ca/
Your Prospect The Operations Tax team is responsible for managing all aspects of Fidelity Clearing Canada’s tax operations, including reporting and compliance. This includes the production and distribution of tax slips to clients, as well as interaction with tax authorities for withholding tax remittance, reconciliations, and audits. The team maintains direct engagement with FCC clients on tax-related matters.
The roles within the team are responsible for ensuring that Fidelity's brand and reputation are protected by adhering to Fidelity's compliance and risk framework.
This role collaborates with internal stakeholders to drive efficient, accurate, and client-focused processes that meet regulatory requirements.
Additional responsibilities include contributing to documentation updates, participating in projects, and supporting other initiatives as assigned.
What You Will Do Tax Reporting - Canada & US
Manage, oversee and ensure accurate completion of all Canadian and US tax reporting.
Manage all client critical year-end processes for accuracy.
Canadian tax reporting and delivery cycle function, including but not limited to the following: T5/R3, T3/R16, T5013/R15, T5008 NR4, T4RSP, T4RIF
US tax reporting and delivery cycle function, including but not limited to the following:
1099INT, DIV and B
1042S, form 1042 and 945
Contribution Receipts, Estate Receipts
FATCA/QI/CRS Reporting - US & Global
Manage FATCA/CRS reporting for all FCC’s clients
Manage all QI obligations for FCC as a withholding QI
Compliance and Regulatory Setting
Document review as needed (QI, NR, RC forms)
Maintenance of satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews
Ensure all reporting is completed on or before regulatory deadlines
Stay current with regulatory setting governing tax responsibilities
Accountable for identifying issues and risks (financial & regulatory)
Ensure all internal and external tax accounts are reconciled
Customer Service
Be a role model for our employees for delivering stellar quality customer service interactions to our internal and external customers to exceed their expectations and create a positive experience
Provides backup as needed for the other areas as needed




Liaise with other internal groups to ensure efficient and accurate processes that make the most sense from a client and regulatory aspect
Involved with documentation review/update, projects and other tasks
What We Are Looking For 1 - 2 years of operational experience
Knowledge of Canadian and/or US reporting & filing processes, an asset
Knowledge of QI/FATCA/CRS obligations/filing processes, an asset
Work within the brokerage industry or a clearing firm, an asset
University Degree completed, or equivalent work experience, an asset
Tax related courses and CMA, an asset
Industry courses such as CSC, CMH, CPA, offered by the CSI, etc., an asset
What You Bring Excellent problem-solving skills
Excellent communication skills, written and oral
Proficiency with Microsoft Excel
Accurate and detail oriented
Knowledge of Broadridge's Dataphile platform, an asset
Excellent customer service orientation
Ability to work independently, manage competing priorities effectively
Total Rewards That Reflect Your Impact We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well‑being tomorrow. For this role, your total rewards include:
Base Salary and Discretionary Performance Bonus: A competitive annual range of $65,000 to $80,000, based on your experience and qualifications.
RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
We’re proud to offer a compensation package that aligns with provincial pay transparency requirements. This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.
We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.
Fidelity Canada is an equal opportunity employer.
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability,



family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.
Accommodation during the application process Fidelity Canada welcomes and encourages applications from people with disabilities.
Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [email protected].
No telephone inquiries or agencies please.
We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity? Canada's Top 100 Employers
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Human Resource Director (HRD) - Best Place To Work
HRD - 5-Star Benefit Program
HRD - 5-Star Diversity & Inclusion Employer Designations
Canadian Compassionate Companies – Certified
Benefits Canada's Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporter's Most Innovative HR Team
About Us Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans.
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Fidelity Canada welcomes and encourages applications from people with disabilities.
Accommodations are available on request for candidates taking part in the selection process.
If you require an accommodation, please email us at [email protected]
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📌 Operations Tax Specialist (Ontario)
🏢 Fidelity International
📍 Ontario