Operations Tax Specialist, SrYou will work on a flexible hybrid schedule as part of Fidelity’s Dynamic working Policy. The role is located at 483 Bay Street, Toronto until late 2026, then at 3 Robert Speck Parkway, Mississauga.About the OpportunityThe Operations Tax team manages all aspects of Fidelity Clearing Canada’s tax operations, including tax reporting, compliance, and client interaction. You will serve as a subject‑matter expert in one or more of the team’s core focus areas (Canadian, US, or Global Reporting) and support cross‑functional initiatives.Responsibilities- Manage, oversee, and ensure the accurate completion of all Canadian and US tax reporting activities, including T5/R3, T3/R16, T5013/R15, T5008, NR4, T4RSP, T4RIF, and US forms such as 1099INT, DIV, B, 1042S, 1042, and 945.- Execute all client critical year‑end processes to guarantee accuracy.- Handle QI obligations, FATCA/CRS reporting (US & Global), and review documentation related to QI, NR, and RC forms.- Maintain satisfactory internal and external audit, regulatory, and risk ratings; ensure all reporting iscompleted on or before regulatory deadlines.- Identify and resolve issues and risks related to financial and regulatory compliance.- Reconcile all internal and external tax accounts.- Keep abreast of regulatory changes affecting tax responsibilities and proactively align processes with upcoming changes.- Deliver high‑quality customer service to internal and external stakeholders,



exceeding expectations.- Provide backup as needed for other core focus areas and collaborate with internal groups to streamline processes.- Support documentation review/update, projects, and other tasks as assigned.Qualifications- 3‑5 years of experience in tax processing and reporting.- Experience within the brokerage industry or a clearing firm (asset).- University degree (required); tax‑related courses (CMA, CSC, CMH, CPA) or other industry courses (asset).- Excellent knowledge of Canadian or US tax reporting and filing processes.- Working knowledge of dividends, income processing, re‑organization, and registered plans.- Strong problem‑solving skills and clear written and oral communication.- Proficiency with Microsoft Excel and meticulous attention to detail.- Knowledge of Broadridge’s Dataphile platform (asset).- Excellent customer service orientation.- Ability to manage competing priorities effectively.Compensation and BenefitsCompetitive base salary ranging from $80,000 to $110,000, plus a discretionary performance bonus. RRSP contribution is made after six months of employment.Equal Opportunity & AccommodationsFidelity Canada is an equal prospect employer. We foster a diverse and inclusive workplace and 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. Accommodations during the application process are available on request for candidates taking part in the selection process and can be requested by emailing [email protected].#J-18808-Ljbffr

📌 Operations Tax Specialist Sr. - C$80,000 - C$110,000 A Year (Toronto)
🏢 Fidelity Canada
📍 Toronto