Senior Advisor Tax and Transformation
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Can I apply?
- Full-time
- Hybrid
- Work permit not stated
Senior Advisor, U.S. Tax Operations at National Bank in Montreal, full-time, hybrid work arrangement (days in office not specified).
Requires a university diploma in a related field and 7+ years of relevant experience (master's in taxation is an asset), plus knowledge of investment products, Canadian or U.S. taxation, and business process mapping.
Core duties: lead workshops, model processes, define requirements and test scenarios, and handle IRS regulatory certification.
Can I apply: the posting does not state work authorization or sponsorship rules, so eligibility must be confirmed with the employer.
From the posting
- workplace
ATS workplace type: hybrid
- locations
ATS location: Montreal
- employment types
full_time
- seniority
Senior Advisor Tax and Transformation
- job function
U.S. Tax Operations
- role family
Tax activities team
- skills
Microsoft Power BI
- skills
stakeholder management
- years experience min
seven years or more of relevant experience
- education required
University diploma in a related field
- actionable
Represent the sector in major projects
Job description
A career as a Senior Advisor, U.S. Tax Operations in the Tax activities team at National Bank is an opportunity to grow within a unifying group that is an essential contributor to decisions and offers a cross-sector vision of collaboration with various partners. Your job
- Represent the sector in major projects related to regulatory initiatives and technology integration
- Support business line partners and it teams in making decisions and deliverables
- Define the scope of processes to be optimised and proactively take charge of planning activities for deliverables
- Lead workshops with several stakeholders at various levels and expertise with leadership
- Model current and target processes based on mapping practises in place at the Bank
- Develop analysis methodologies and reliable performance and risk indicators
- Perform detailed, high-level impact analyses on all angles of the process
- Apply best practises to identify and draught business requirements, understand their links and ensure their traceability
- Define and identify test scenarios and support users
- Propose change management strategies to solution users and contribute to coaching and planning
- Expert in U.S. taxation for business lines and advise management on complex issues
- Carry out regulatory certification activities required by the IRS and support internal partners and external suppliers
Your team
Reporting to the Senior Manager of U.S. Tax Operations, you will be part of a team of 12 colleagues and play a key role in developing the sector's practises and quality.
It is an inclusive, engaged team that is always ready to debate and bring about change, creativity and innovation. We favour a variety of forms of continuous learning to enhance your development, including on-the-job learning and the training content available to you.
This position gives you the opportunity to work in a hybrid way to ensure a work-life balance.
Prerequisites
- University diploma in a related field and seven years or more of relevant experience (master's degree in taxation, an asset) OR any other combination of training and experience deemed equivalent
- Knowledge of investment products (securities)
- Knowledge of Canadian or U.S. taxation
- Knowledge of improving and mapping business processes
- Experience with user support and stakeholder management
- Experience transforming end-to-end business processes in Operations
- Excellent knowledge of project management and data presentation tools (e.g., power BI)
- Sense of initiative, discipline, strong ability to take charge and ability to work in solution mode
- Good management of time, priorities and ability to work under pressure with good work organisation and advanced planning skills
Agile Project Management
Business Impact Analysis
Business Process Mapping
Investments
Atlassian Jira
Microsoft Excel
Microsoft Power BI
Planning
Risk Management
Visio
Learning Agility
Curiosity
Data Strategy
Synthesis Management
Rigor
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Seen on
- avature — emplois.bnc.ca