You will be working on a versatile 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 new Mississauga office at 3 Robert Speck Parkway.

Fidelity 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.The 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. Tax Reporting - Canada &

• US Manage, 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: US tax reporting and delivery cycle function, including but not limited to the following:



~Manage FATCA/CRS reporting for all FCC's clients ~ Manage all QI obligations for FCC as a withholding QI Compliance and Regulatory Environment Document review as needed (QI, NR, RC forms) Maintenance of satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews Ensure all reporting is completed on or before regulatory deadlines Stay current with regulatory environment governing tax responsibilities Accountable for identifying issues and risks (financial & regulatory) Ensure all internal and external tax accounts are reconciled Customer Service Be 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 experience Liaise with other internal groups to ensure efficient and accurate processes that make the most sense from a client and regulatory aspect Involved with documentation review/update, projects and other tasks Knowledge of Canadian and/or US reporting & filing processes, an asset ~ Knowledge of QI/FATCA/CRS obligations/filing processes, an asset ~ Work within the brokerage industry or a clearing firm, an asset ~ University Degree completed, or equivalent work experience, an asset ~ Tax related courses and CMA, an asset ~ Industry courses such as CSC, CMH, CPA, offered by the CSI, etc., an asset Proficiency with Microsoft Excel Knowledge of Broadridge's Dataphile platform, an asset Excellent customer service orientation Ability to work independently,



manage competing priorities effectively Base Salary and Discretionary Performance Bonus: 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. No telephone inquiries or agencies please. Canada's Top Employers for Young People Best Workplaces for Inclusion Best Workplaces for Today's Youth Best Workplaces for Women Best Workplaces in Financial Services &

• Insurance HRD - 5-Star Diversity &

• Inclusion Employer Designations TalentEgg National Recruitment Excellence Award - Special Award for Diversity &

• Inclusion in Recruiting Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. 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.

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Fidelity

Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. Click for a detailed data protection and privacy statement.

📌 Tax Operations Specialist M/F (Mississauga)
🏢 Fidelity International
📍 Mississauga