Job DescriptionYou 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 recent Mississauga office at 3 Robert Speck Parkway. Current work authorization for Canada is required for all openings.About UsFidelity 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 OpportunityThe 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 DoTax Reporting - Canada & USManage, 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, T4RIFUS tax reporting and delivery cycle function, including but not limited to the following:1099INT, DIV and B1042S, form 1042 and 945Contribution Receipts, Estate ReceiptsFATCA/QI/CRS Reporting - US & GlobalManage FATCA/CRS reporting for all FCC's clientsManage all QI obligations for FCC as a withholding QICompliance and Regulatory EnvironmentDocument review as needed (QI, NR, RC forms)Maintenance of satisfactory internal and external Audit/Regulatory/Risk Ratings and ReviewsEnsure all reporting is completed on or before regulatory deadlinesStay current with regulatory environment governing tax responsibilitiesAccountable for identifying issues and risks (financial & regulatory)Ensure all internal and external tax accounts are reconciledCustomer ServiceBe 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 experienceProvides backup as needed for the other areas as neededLiaise with other internal groups to ensure efficient and accurate processes that make the most sense from a client and regulatory aspectInvolved with documentation review/update, projects and other tasksWhat We Are Looking For1 - 2 years of operational experienceKnowledge of Canadian and/or US reporting & filing processes, an assetKnowledge of QI/FATCA/CRS obligations/filing processes, an assetWork within the brokerage industry or a clearing firm, an assetUniversity Degree completed, or equivalent work experience, an assetTax related courses and CMA, an assetIndustry courses such as CSC, CMH, CPA, offered by the CSI, etc., an assetWhat You BringExcellent problem-solving skillsExcellent communication skills, written and oralProficiency with Microsoft ExcelAccurate and detail orientedKnowledge of Broadridge's Dataphile platform, an assetExcellent customer service orientationAbility to work independently, manage competing priorities effectivelyTotal Rewards That Reflect Your ImpactWe 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] 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 EmployersGreater Toronto's Top EmployersCanada's Top Family-Friendly EmployersCanada's Top Employers for Young PeopleGreat Place To Work® CertifiedBest Workplaces for InclusionBest Workplaces for Mental WellnessBest Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsLinkedIn Top Companies in CanadaHuman Resource Director (HRD) - Best Place To WorkHRD - 5-Star Benefit ProgramHRD - 5-Star Diversity & Inclusion Employer DesignationsCanadian Compassionate Companies – CertifiedBenefits Canada's Workplace Benefits Award - Future of Work StrategyTalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in RecruitingCanadian HR Reporter's Most Innovative HR TeamAbout UsFidelity 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.The Search Jobs section is your online source for job opportunities at Fidelity. Using our site is simple – just take a few moments to create an online profile for your ideal job. Your profile is then automatically matched to open positions and you are notified via e‐mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us.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] respects the privacy of your information. Click for a detailed data protection and privacy statement.

📌 Operations Tax Specialist (Toronto)
🏢 Fidelity International
📍 Toronto