Operations Tax Specialist Sr.

###Job Description### Operations Tax Specialist, Sr You will be working on a flexible hybrid schedule as part of Fidelity's Dynamic working Policy. 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. Current work authorization for Canada is required for all openings.

About Us: 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. S.

-based firms. For more information about Fidelity Clearing Canada, please visit https://clearing. fidelity.

ca/ Your Opportunity: 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. The Senior Specialist, Tax Reporting serves as a subject matter expert in one or more of the team’s three core focus areas (Canadian, US, and Global Reporting), while also providing cross-functional support as needed This role collaborates with internal stakeholders to drive efficient, accurate, and client-focused processes that meet regulatory requirements.

###responsibilities### include contributing to documentation updates, participating in projects, and supporting other initiatives as assigned. What You Will Do: The Operations Tax team is responsible for: 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.

###responsibilities### Conduct ongoing research to ensure that current processes remain compliant with applicable regulations and are proactively aligned with upcoming changes in the regulatory environment Document review as needed (QI, NR, RC forms) 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### The Senior Analyst, Tax Reporting is expected to be the subject matter expert in 1 or more of the 3 main areas of team focus.

###experience### in tax processing and reporting Working

###experience### within the brokerage industry or a clearing firm, an asset University Degree completed, an asset Tax related courses and CMA an asset Industry courses such as CSC, CMH, CPA, offered by the CSI, etc., an asset What You Bring: Excellent knowledge of Canadian or US tax reporting / filing processes Working knowledge of dividends, income processing, reorg, registered plans Excellent problem-solving

###skills### Excellent communication skills, written and oral Proficiency with Microsoft Excel Accurate and detailed oriented Knowledge of Broadridge's Dataphile platform an asset Excellent customer service orientation Ability to manage competing priorities effectively Total Rewards That Reflect Your Impact We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

###experience### and qualifications. RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required. We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference. We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters.

If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

###equal opportunity### employer Fidelity Canada is committed to fostering a diverse and inclusive workplace. 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. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.

ca. No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

###Benefits### Canada's Workplace

###Benefits### Award - Future of Work Strategy • TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting • Canadian HR Reporter's Most Innovative HR Team

###About Us### Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. 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. We’re excited you’re considering Fidelity for your career plans. The Search Jobs section is your online source for job opportunities at Fidelity.

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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. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.

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