Senior Manager, Tax Reporting & Planning - Contract

Requisition ID: 212917

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As the Senior Manager, Tax Reporting & Planning, you will contribute to the overall success of the Client Tax Operations & Advisory Centre of Excellence (Tax COE) in Canada. You will oversee & manage tax administration and reporting to ensure that Canadian investment funds comply with all aspects of applicable tax regulations. You will also provide tax related support/advisory to other areas including product development, sales, client administration, financial reporting, and fund accounting.

This is a contract position.

Is this role right for you? In this role you will:

• Oversee monthly/quarterly/mock/year-end distributions for the investment funds
• Manage compliance in all tax areas including, investor tax slips reconciliation and reporting, FATCA/CRS, annual tax returns for the investment funds (trusts, corporate funds, and limited partnerships), GST/HST filings, and other tax filings as required
• Review and provide guidance concerning fund specific transactions (i.e., daily corporate actions, fund mergers, etc.) to various internal groups
• Liaise with internal clients, such as Sales and Marketing, on various initiatives, and advise Product Development on tax matters related to fund reorganizations and new investment product launches as required
• Provide advisory to other teams within the Tax COE on client Canadian and US tax withholdings/remittance & reporting
• Provide advisory relating to governance framework required to ensure ongoing operational compliance of CRA, FATCA, CRS, IRS (QI, US filing) and other applicable regulatory tax requirements
• Act as a subject matter expert for tax related queries from Customer Relations Centre and/or the Sales team
• Liaise with internal, financial, and CRA auditors during audits
• Liaise with and provide oversight of work performed by service providers
• Act as a contact person with tax authorities including dealing with notice of assessments and other tax inquires
• Coordinate and review work performed by foreign tax agents with respect to foreign tax calculations and reporting required for the investment funds
• Manage tax vs. GAAP differences and work closely with the preparation of financial statements to ensure all tax vs. GAAP differences are captured and planned for in advance of the financial statements
• Keep current on new developments within the company and industry through networking and industry seminars
• Work on special projects as assigned by the Director, Tax Reporting & Planning as required

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

• CPA designation
• A minimum of 7 years' experience in the tax practice of a public accounting firm or equivalent industry experience
• Completion of CPA In-Depth Tax Program is an asset
• Previous exposure to a full range of tax issues affecting investment funds including GST/HST and registered products
• Knowledge of FATCA and CRS requirements, including providing guidance and reporting
• Knowledge of Qualified Intermediary (QI) compliance and related reporting
• Experience with tax reporting for trusts, corporations, and limited partnerships
• Advanced knowledge of MS Office applications
• Strong attention to detail and ability to work effectively while managing multiple tasks
• Innovative thinking, focused on improving control effectiveness and efficiency, and a proven orientation to results
• Excellent communication, relationship, influencing and interpersonal skills

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.