Is this role right for you? In this role, you will: As the subject matter expert, incumbent shall lead change and provide expert support to the business groups regarding the interpretation and communication of: Intergovernmental/automatic exchange of information agreements and CRS in connection with implementation and ongoing compliance Implementing and maintaining a governance and oversight framework for ensuring ongoing FATCA & CRS, QI, IRS, CRA operational compliance Responsible for maintaining and enhancing the compliance and controls framework in assigned jurisdictions and maintain a governance and oversight framework to ensure timely and accurate filings Ensure business unit/group and tax processes communicated to the team Identify and provide management leadership in the remediation of identified gaps Ensure maintenance of business unit issues/questions, including operational policies and assumptions Develop and maintain issue and complaint review process and escalation procedures Manage periodic compliance health checks and remediation of deficiencies Coordinate activities and inquires of Compliance and Internal Controls Participate in the periodic RO certifications with respect to ongoing compliance and reporting Review and approval of internal and external communications and training materials Review and prepare responses regarding communications from local and foreign tax authorities Manage vendor and engage in industry forums to derive synergies, best practices, and efficiencies Review and define requirements for upcoming new regulatory tax requirements and impact on business, operational and technical change Build strategic relationships with and communicate to business units/groups Lead, direct,



manage and assist in compliance testing and internal and external audits Work on large projects with multiple stakeholders and coordinating efforts under tight timelines Tax Reporting Functions Experienced in both IRS/MRQ and FTT reporting to local tax jurisdictions Familiar with Wealth and Capital Markets; supporting Client tax reporting at enterprise level Experienced with QI and CRA regulation and reporting requirements at slip level (i.e. T3,T5, T5008, T5013, NR4/ 1099 & 1042s, etc.) Ability to respond to client requests in standard and non-standard situations Ability to work with Advisors and business partners to coordinate any tax concerns Experienced working with vendors to establish tax reporting requirements in core systems Strong accounting/reconciliation skills required to assess team submissions prior to filings Execution of control functions prior to filing Coordination of the tax season each calendar year (Prep, Production and Post-review, continuous improvement) Provides services on a medium to high complexity level Dimensions: Support all products across Banking/GCM/GWM globally Leadership, Coaching, and People Management skills The incumbent may be required to work independently or within a team Negotiation with stakeholders to complete tasks within given deadlines Speed and accuracy of support to the business Data accuracy and completeness Follow Scotia’s policies and procedures to mitigate risk Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have: Knowledge of Canadian tax reporting requirement for registered and non-registered plans, FATCA and CRS regimes, including providing guidance and reporting requirements Knowledge of Qualified Intermediary (QI) compliance and related reporting requirements Knowledge of income tax treaties, particularly with respect to withholding and permanent establishment issues Knowledge of mutual funds, structured investment products, equities, securities borrow & lending activities Knowledge of U.S. withholding certificates (e.g., W-9s, W-8s) and,



but not limited to, 1099, 1042-S and 945 reporting and FATCA and CRS self-certifications Working Conditions Work in a standard office-based environment; non-standard hours may be required depending on projects/initiatives in flight.

Some travel required (approx. 10%).

What’s in it for you? Opportunity to engage with various GBM business groups on KYC/AML topics and client outreach activities Opportunity to enhance knowledge of GBM’s global product offering, business lines and functional processes, as well as gain exposure to the overall bank Opportunity to build solid strategic relationships across broad partner and stakeholder groups within GBM globally and across the bank Be a key member of a dynamic and engaged team with strong leadership and focused personal and career development support A rewarding career path with diverse opportunities for professional development An organization committed to making a difference in our communities – for you and our customers. A competitive rewards program including bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day.

Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank.

We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.

Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.

Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.

📌 Director, Tax Product Lead (GWO) (Toronto)
🏢 Scotiabank
📍 Toronto