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 RoleThe 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 complianceImplementing and maintaining a governance and oversight framework for ensuring ongoing FATCA & CRS, QI, IRS, CRA operational complianceResponsible for maintaining and enhancing the compliance and controls framework in assigned jurisdictions and maintain a governance and oversight framework to ensure timely and accurate filingsEnsure business unit/group and tax processes communicated to the teamIdentify and provide management leadership in the remediation of identified gapsEnsure maintenance of business unit issues/questions, including operational policies and assumptionsDevelop and maintain issue and complaint review process and escalation proceduresManage periodic compliance health checks and remediation of deficienciesCoordinate activities and inquires of Compliance and Internal ControlsParticipate in the periodic RO certifications with respect to ongoing compliance and reportingReview and approval of internal and external communications and training materialsReview and prepare responses regarding communications from local and foreign tax authoritiesManage vendor and engage in industry forums to derive synergies, best practices, and efficienciesReview and define requirements for upcoming current regulatory tax requirements and impact on business, operational and technical changeBuild strategic relationships with and communicate to business units/groupsLead, direct, manage and assist in compliance testing and internal and external auditsWork on large projects with multiple stakeholders and coordinating efforts under tight timelinesTax Reporting FunctionsExperienced in both IRS/MRQ and FTT reporting to local tax jurisdictionsFamiliar with Wealth and Capital Markets; supporting Client tax reporting at enterprise levelExperienced 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 situationsAbility to work with Advisors and business partners to coordinate any tax concernsExperienced working with vendors to establish tax reporting requirements in core systemsStrong accounting/reconciliation skills required to assess team submissions prior to filingsExecution of control functions prior to filingCoordination of the tax season each calendar year (Prep, Production and Post-review, continuous improvement)Provides services on a medium to high complexity levelDimensions:Support all products across Banking/GCM/GWM globallyLeadership, Coaching,



and People Management skillsThe incumbent may be required to work independently or within a teamNegotiation with stakeholders to complete tasks within given deadlinesSpeed and accuracy of support to the businessData accuracy and completenessFollow Scotia’s policies and procedures to mitigate riskDo 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 requirementsKnowledge of Qualified Intermediary (QI) compliance and related reporting requirementsKnowledge of income tax treaties, particularly with respect to withholding and permanent establishment issuesKnowledge of mutual funds, structured investment products, equities, securities borrow & lending activitiesKnowledge 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-certificationsWorking ConditionsWork 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 activitiesOpportunity 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 (Gwo) (Toronto)
🏢 Scotiabank
📍 Toronto