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/ [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. Additional 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.
• Canadian tax reporting and delivery cycle function, including but not limited

to the following: T5/R3, T3/R16, T5013/R15, T5008 NR4, T4RSP, T4RIF

• US tax reporting and delivery cycle function, including but not limited to

the following: 1099INT, DIV and B, 1042S, form 1042 and 945

• Contribution Receipts
• Estate Receipts

QI & FATCA/CRS Reporting - US & Global

• Manage all QI obligations for FCC as a withholding QI
• Manage FATCA/CRS reporting for all FCC’s clients
• Document review as needed (QI, NR, RC forms)

Compliance and Regulatory Environment

• Maintenance of satisfactory internal and external Audit/Regulatory/Risk

Ratings and Reviews

• Ensure all reporting is completed on or before regulatory deadlines
• Accountable for identifying issues and risks (financial & regulatory)
• Ensure all internal and external tax accounts are reconciled
• Stay current with regulatory environment governing tax 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.

• Provides backup as needed for the other areas as needed
• Liaise with other internal groups to ensure efficient and accurate processes

that make the most sense from a client and regulatory aspect

• Involved with documentation review/update, projects and other tasks assigned

What We Are Looking For

• 3 - 5 years of 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.

For this role, your total rewards include

• Base Salary and Discretionary Performance Bonus: A competitive annual range

of $80,000 to $110,000, based on your 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.

Fidelity Canada is an 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 [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?

We are proud to be recipients of the following

Awards

• Canada's Top 100 Employers

o    Greater Toronto's Top Employers

o    Canada's Top Family-Friendly Employers

o    Canada's Top Employers for Young People

• Great Place To Work® Certified

o    Best Workplaces for Inclusion

o    Best Workplaces for Mental Wellness

o    Best Workplaces for Today's Youth

o    Best Workplaces for Women

o    Best Workplaces in Financial Services & Insurance

o    Best Workplaces in Ontario

o    Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work

o    HRD - 5-Star Benefit Program

o    HRD - 5-Star Diversity & Inclusion Employer

Designations

• Canadian Compassionate Companies – Certified
• 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