Investment fund taxation expertise takes center stage at National Bank for a Senior Advisor supporting tax, accounting, and regulatory decisions. English is required.

As Senior Advisor – Investment Fund and ETF Taxation, you will advise internal and external partners within Investment Fund Administration. Your work supports NAV calculations, financial statements, tax returns, distribution calculations, and evolving best practices. You will contribute strategic recommendations and functional leadership.

Key Responsibilities:

- Advise partners on investment fund tax, accounting, and regulatory matters
- Analyze complex situations and recommend strategic outcomes
- Coordinate distributions and investment fund tax returns
- Maintain controls supporting financial data integrity and quality




- Monitor changes and improve processes through automation

Requirements:

- Master’s degree in Taxation or equivalent education and experience
- Seven to ten years of relevant experience
- Deep expertise in investment funds, trusts, and taxation
- Advanced Excel proficiency and solid data analysis skills
- Experience coaching, influencing stakeholders, and supporting transformation projects

Bring investment fund taxation, Excel, stakeholder management, and leadership expertise to National Bank’s specialized taxation team.

📌 Senior Investment Fund Tax Advisor (Toronto)
🏢 National Bank of Canada
📍 Toronto