Operations Tax Manager

Please note:

• Current work authorization for Canada is required for all openings.
• This is a regular, full-time role.
• You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement.

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.

Role Overview

The Operations Tax Manager is a member of our Finance & Corporate Services team (Corporate Tax group) and reports to the Director, Corporate Tax.

They will serve as a subject matter expert (SME) on Canadian and U.S. tax slip reporting. This individual will provide technical guidance, regulatory insights, and consultative support to the Fidelity Investment Canada ("FIC") operations team, ensuring compliance with evolving tax laws and industry standards. While this role does not carry ultimate responsibility for tax reporting execution, it is critical in shaping processes, advising on complex issues, and maintaining regulatory awareness.

What You Will Do:

• Act as the primary tax technical resource for FIC's operations and Canadian and U.S. tax slips reporting, including but not limited to:
  • T5/R3, T3/R16, T5013/R15, T5008/R18, NR4, T4RSP/T4RIF/T4A/R2, T4FHSA/R32, T4A/R2RSP contribution receipts, estate related tax slips, 1099, 1042 & 1042-S
  • Withholding tax on registered plans and fund distributions to investors
  • Ad hoc tax queries
• Upon engagement by the Operations team , provide consultative support to operational teams on interpretation and application of tax law and regulations, including advise on complex scenarios, corrections and exceptions handling
• Monitor and interpret changes in Canadian and U.S. tax legislation, regulatory requirements, and industry practices as they relate to FIC's operations/tax reporting
• Communicate concise regulatory updates, implications, and guidance to stakeholders through notices and documentation
• Identify potential tax-related risks and recommend mitigation strategies.
• Advise on internal controls, policies, and procedures to ensure compliance with CRA, MRQ, IRS, and other relevant tax authorities.
• Support internal/external tax audits by providing technical expertise and guidance on remediation of findings
• Upon engagement by Client Services team, participate in projects related to tax matters and contribute technical insights
• Recommend process improvements to reduce complexity, improve accuracy, and ensure regulatory compliance
• On an as needed basis, support various aspects of the corporate tax function including FIC T4A-NR and NR4 reporting

What We're Looking For:

• More than 5 years of working experience in an operational area with a focus on financial services industry
• University degree in Accounting, Finance or Master of Taxation (or related field) or equivalent work experience.
• Possess or be working towards a CPA designation is an asset
• Enrollment of the CPA Canada In-Depth Tax Courses or Master of Taxation program is an asset.
• Proficiency in tax preparation software and Microsoft Excel.

Expertise You Bring:

• Excellent knowledge of Canadian and US tax reporting / filing processes
• Good knowledge of the Canadian and global investment industry
• Excellent problem-solving skills and attention to detail, with a pragmatic approach
• Ability to manage multiple projects in a fast-paced environment.
• Strong verbal and written communication skills.
• You demonstrate strong tax technical knowledge, tax research, analytical skills
• You have strong organizational, project management, and critical thinking skills.
• You have strong leadership skills, are proactive and take ownership of your work
• Strong interpersonal and presentation skills.
• You are a quick learner, self-motivated, able to work independently, curious in asking good questions, "eager to learn" attitude and ability to adapt well to changes.
• Strong proficiency with excel (pivot tables, v-lookups, net present value calculations, complicated formulas including the building of financial models), and Powerpoint

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 : A competitive annual range of $120,000 to $135,000 , based on your experience and qualifications.
• Performance Bonus : Eligible for a discretionary bonus that rewards your contributions and results.
• 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.

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

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