Fund Tax Analyst Sr

###Job Description### Current work authorization for Canada is required for all openings. You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. 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.

Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally. The Opportunity: The Fund Tax Analyst Senior is a member of the Fund Treasurer’s Office and reports to the Director, Fund Tax.

###responsibilities### including the review of fund distributions, tax returns and other compliance requirements, and the support of special projects and key strategic initiatives of the organization. What You Will Do: Tax compliance includes the review of monthly, quarterly, annual distribution calculation prepared by service providers. Review and file yearly T3 Trust Income Tax Returns and applicable foreign tax returns.

Prepare tax analysis on fund events including large rebalancing, client redemptions, etc. Prepare internal stakeholder reporting for ETFs Prepare documentation required for foreign reclaims and ad-hoc requests relate to this nature Assist with the review of FCSC taxable position Assist with non-routine projects as they arise What We’re Looking For: Bachelor’s degree ideally in accounting or equivalent experience.

###experience### in tax related role Financial institution industry

###experience### is an asset CPA, Master’s of Taxation are an asset What You Will Bring Strong technical tax knowledge, tax research, analytical and problem solving skills. Good knowledge of IFRS tax accounting standards. Strong leadership, organizational and critical thinking skills.

Positive attitude, team player and strong interpersonal skills. Quick learner and able to work independently without guidance. Curious in asking good questions, self-motivated, results-oriented and “eager to learn” attitude.

###skills### including presenting to non-tax persons or senior management on complicated tax matters. Strong proficiency with excel (pivot tables and v-lookups), tax research database (such as CCH) and Taxprep software 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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