Description
A career as a Senior Tax Analyst in the Canadian registered Tax Slip Management team at National Bank is an opportunity to work in a unifying group that is an essential contributor to decisions and offers a cross-sector vision of collaboration with various partners.
This is an opportunity to contribute to a dynamic business tomorrow, with a cross-sector reach that affects many of the Bank's subsidiaries, while fostering enriching collaboration with a diversity of internal and external partners.
Your job
- Reconcile cash flows and transactions between internal systems and external platforms
- Ensure the accuracy of financial data sent to the various levels of government (federal, provincial, NR) and external partners
- Identify, analyse and resolve reconciliation discrepancies in collaboration with the teams concerned (Accounting, it, Operations)
- Documenting reconciliation processes and recommending improvements to optimise the effectiveness and reliability of controls
- Help implement or upgrade automated reconciliation tools
- Produce follow-up and compliance reports for internal and regulatory reporting purposes
- Perform advanced analyses and controls to ensure data integrity, validate the reliability of systems and compliance with reports
- Diagnose complex problem situations, intervene by proposing strategies and ensuring that permanent corrective measures are put in place in order to ensure continuous improvement
- Work with various it sectors for different applications (OSS T80, JAVA-DI, PCIs/CMOD, etc.) during the year-end process
- Initiate the actions to take and intervene with it partners and external service providers (Broadridge, DCM, SIS) to ensure that the production of slips by the various business lines is high-quality, compliant and on time
- Intervene and monitor the resolution of incidents affecting tax slip platforms
Your team
Reporting to the Senior Manager of Canadian registered Tax Slip Management, you will be part of a team of 14 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 in a fun way and that brings about change, creativity and innovation. We focus on an integrated approach to professional development that promotes a variety of continuous learning methods. This includes on-the-job learning, access to targeted training content, and collaboration with colleagues with a wide range of expertise and profiles. Internal mobility is actively encouraged, and the cross-sector nature of our activities offers multiple growth opportunities, allowing everyone to boost their career within the organisation.
Prerequisites
- Bachelor’s degree in a related field and five years of relevant experience OR master’s degree in a related field and three years of relevant experience or any other combination of education and experience deemed equivalent
- Reconciliation experience
- Critical thinking focused on problem solving and focused on improving, standardising and optimising processes
- Solid knowledge of tax slips and investment products
- Excellent time and priority management
- Strong interpersonal and communication skills, good stakeholder management
- Leadership and influence
- Proficiency in OSS T80, AS400, Rbroker, GBFonds, etc.
- Excellent ability to use collaborative tools such as PowerBI, SharePoint, PowerApps, etc.
