Select how often (in days) to receive an alert: Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Role The role is responsible for all assigned aspects of Tax Product. The incumbent shall serve as a product lead for Tax Operations including FATCA, Common Reporting Standard (CRS), QI, IRS, CRA and other cross-border tax transparency regimes in connection with Scotiabank products and services. The incumbent also has responsibility of working with Group Tax and Business Partners to address key risks, business requirements, and on-going maintenance of compliance and controls across the enterprise organization. Is this role right for you? In this role, you will: 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 Chance to enhance knowledge of GBM’s global product offering, business lines and functional processes, as well as gain exposure to the overall

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