Job Description Operations Tax Specialist, Sr You will be working on a flexible hybrid schedule as part of Fidelity's Dynamic working Policy.
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 Opportunity 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. The Senior Specialist, Tax Reporting serves as a subject matter expert in one or more of the team’s three core focus areas (Canadian, US, and Global Reporting), while also providing cross‑functional support as needed. 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 The Operations Tax team is responsible for:
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, QI & FATCA/CRS Reporting - US & Global Manage all QI obligations for FCC as a withholding QI Manage FATCA/CRS reporting for all FCC’s clients.



Document review as needed (QI, NR, RC forms)
Compliance and Regulatory Setting Maintenance of satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews. Ensure all reporting is completed on or before regulatory deadlines. Accountable for identifying issues and risks (financial & regulatory). Ensure all internal and external tax accounts are reconciled. Stay current with regulatory environment governing tax responsibilities. Conduct ongoing research to ensure that current processes remain compliant with applicable regulations and are proactively aligned with upcoming changes in the regulatory environment.
Document review as needed (QI, NR, RC forms)
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.
Senior Analyst – Tax Reporting Expected to be the subject matter expert in 1 or more of the 3 main areas of team focus. 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 assigned
What We Are Looking For 3 - 5 years of experience in tax processing and reporting
Working experience within the brokerage industry or a clearing firm, an asset
University Degree completed, 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 knowledge of Canadian or US tax reporting / filing processes
Working knowledge of dividends, income processing, reorg, registered plans
Excellent problem‑solving skills
Excellent communication skills, written and oral
Proficiency with Microsoft Excel
Accurate and detailed oriented
Knowledge of Broadridge's Dataphile platform an asset
Excellent customer service orientation
Ability to manage competing priorities effectively
Total Rewards That Reflect Your Impact Base Salary and Discretionary Performance Bonus:



A competitive annual range of $80,000 to $110,000, 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.
Why Work at Fidelity? We are proud to be recipients of the following:
Canada's Top 100 Employers
Greater Toronto's Top Employers
Canada's Top Family-Friendly Employers
Best Workplaces for Inclusion
Best Workplaces for Mental Wellness
Best Workplaces for Today's Youth
Best Workplaces for Women
Best Workplaces in Financial Services & Insurance
Best Workplaces in Ontario
Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
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 Sr. (Ontario)
🏢 Fidelity International
📍 Ontario