Senior Tax Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Tax Specialist based in Canada.

This role offers the opportunity to support critical tax compliance and reporting activities within a financial services environment.

The Senior Tax Specialist will contribute to accurate and efficient operations related to regulatory requirements, tax documentation, and stakeholder support.

You will work with internal teams and external partners to analyze information, resolve issues, and ensure processes remain compliant and effective.

The position combines technical tax knowledge, analytical thinking, operational excellence, and collaboration across business functions.

You will have the opportunity to contribute to process improvements, reporting initiatives, and strategic projects while developing your expertise.

This is an ideal opportunity for professionals who enjoy solving complex problems and making an impact in a regulated environment.

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Accountabilities

The Senior Tax Specialist will support tax-related operational activities, ensuring accuracy, compliance, and effective service delivery across business processes. The role requires strong analytical capabilities, attention to detail, and the ability to collaborate with multiple stakeholders.

Support daily activities related to Qualified Intermediary (QI), FATCA, and CRS reporting requirements.

Execute investment operations processes while ensuring compliance with regulatory controls, policies, and operational guidelines.

Review, validate, and reconcile documentation and data to ensure accuracy and completeness.

Analyze tax-related information, identify issues, and provide recommendations or escalate complex matters when required.

Support internal stakeholders and external customers by responding to inquiries and providing accurate guidance.

Prepare and maintain reports, dashboards, and operational tracking materials.

Monitor performance indicators and address operational issues to maintain service quality.

Provide input into process improvements, procedure updates, and operational enhancements.

Participate in the planning, testing, and implementation of new processes, systems, and service improvements.

Support change management activities by helping teams adopt updated procedures and tools.

Maintain knowledge of regulatory requirements and operational risks to ensure business integrity.

Collaborate with cross-functional teams to achieve business objectives and service delivery expectations.

Support the creation of training materials and tools focused on improving business outcomes.

Act as a resource for colleagues by sharing knowledge and supporting problem resolution.

Requirements

The ideal candidate is a detail-oriented professional with experience in tax operations, financial services, compliance, or related areas. The role requires strong analytical skills, regulatory awareness, and the ability to manage priorities independently while collaborating with stakeholders.

3+ years of relevant professional experience in tax operations, financial services, investment operations, compliance, or a related field.

Post-secondary degree in a relevant discipline or equivalent combination of education and experience.

Knowledge of Qualified Intermediary (QI), FATCA, and CRS requirements is an asset.

Strong understanding of business processes, operational controls, and regulatory requirements.

Experience working with business systems and technology tools used for operational processing and reporting.

Advanced proficiency with Microsoft Office tools, including Word, Excel, and PowerPoint.

Strong analytical and problem-solving skills with the ability to interpret data and identify solutions.

Excellent verbal and written communication skills.

Strong collaboration and stakeholder management abilities.

Ability to prioritize tasks, manage deadlines, and work independently.

Customer service mindset with attention to accuracy and quality.

Ability to adapt to changing processes, systems, and business requirements.

Benefits

• Competitive salary range of $43,200.00 - $80,300.00 depending on experience, skills, education, and qualifications.
• Temporary full-time contract opportunity through February 2028.
• Remote work flexibility with occasional office attendance based on business needs.
• Comprehensive health insurance coverage.
• Tuition reimbursement opportunities.
• Accident and life insurance benefits.
• Retirement savings plans.
• Performance-based incentives and additional rewards where applicable.
• Opportunities for professional growth, training, and skill development.
• Supportive environment focused on collaboration, inclusion, and career advancement.

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How Jobgether works

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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