Drive strategic tax initiatives with National Bank as a Senior Advisor in Investment Fund and ETF Taxation. Use your expertise in taxation and investment funds to influence decision-making and enhance client outcomes.

In this senior role, you will act as a trusted advisor to internal and external partners on tax and regulatory matters. You will guide the team in optimizing practices while ensuring compliance with financial regulations. Engage in strategic projects, leveraging your deep expertise to shape business objectives and improvement opportunities.

Key Responsibilities:
• Advise partners on tax, accounting, and regulatory issues
• Provide strategic recommendations for optimizing client outcomes




• Lead and support the team in best practices implementation
• Supervise the preparation of accurate investment fund tax returns
• Monitor and recommend adaptations to regulatory changes

Requirements:
• Master’s degree in Taxation or equivalent experience
• 7 to 10 years of relevant experience
• Expertise in investment funds and tax regulation
• CPA designation preferred
• Solid data analysis and Excel skills

Utilize your leadership abilities and tax expertise at National Bank, enhancing investment fund practices.
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📌 Senior Advisor in ETF Taxation (Ontario)
🏢 National Bank of Canada
📍 Ontario