Scotiabank

Manager, Client Service Delivery Operations (GWO)

Scotiabank • $90K — $120K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
Less than 5 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • Post-secondary education in Accounting, Finance, Taxation, or a related field
  • Relevant tax or accounting certifications/designations (e.g., CPA, tax courses) are considered an asset
  • Prior experience in tax reporting, regulatory reporting, or related financial services operations
  • Strong knowledge of tax reporting regimes, including FATCA, CRS, Qualified Intermediary (QI), and CRA requirements
  • Experience supporting regulatory reporting production processes and tax reporting cycles
  • Proficiency with tax reporting and operational systems, including Broadridge, TFP, TXSY, CDS, DTCC, BFS, and AS400

Responsibilities

  • Champion a client-focused culture and enhance relationships across internal business lines
  • Provide high-quality support to internal stakeholders including various Wealth Management and Banking services
  • Manage regulatory reporting production schedules and advisor communications during tax season
  • Lead advisor support calls and review client communications during tax campaigns
  • Maintain and update standard operating procedures (SOPs) to ensure regulatory compliance
  • Develop and track performance metrics, scorecards, and client experience insights
  • Lead, coach, and develop team members through performance management

Benefits

  • A rewarding career path with diverse opportunities for professional development
  • A competitive rewards program including bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day
  • Commitment to diversity, equity, inclusion, and allyship with support through Employee Resource Groups (ERGs)
  • Accessibility and workplace accommodations to foster an inclusive and accessible environment
Full Job Description
Requisition ID: 260731

The Role

As a Manager, Client Tax Reporting (Client Support), you will play a key role in supporting the success of the Tax Operations & Advisory function across Canadian Wealth Management, MD Financial, and Global Banking & Markets.

You'll work closely with enterprise-wide stakeholders, including tax partners and Corporate Tax, to ensure operational excellence and compliance with regulatory tax regimes such as FATCA, CRS, QI, and CRA requirements.

This role is focused on driving service excellence, strengthening controls, and leading continuous improvement initiatives within the client support model.

Is this role right for you? In this role, you will:

  • Champion a client-focused culture, enhancing relationships across internal business lines and partners
  • Provide high-quality support to internal stakeholders including Scotia Capital, Wealth Management (ScotiaMcLeod, iTRADE, Scotia Trust, MD), GBM, and Custody Services
  • Ensure consistent client coverage practices, including escalation management and issue resolution with tax reporting teams
  • Own and manage regulatory reporting production schedules, including advisor communication during tax season
  • Lead advisor support calls and review client communications (e.g., newsletters) during tax campaigns
  • Maintain and update standard operating procedures (SOPs) to ensure regulatory compliance
  • Develop and track performance metrics, scorecards, and client experience insights to drive continuous improvement
  • Ensure accuracy, timeliness, and completeness of escalations, and implement preventative actions
  • Lead, coach, and develop team members through performance management, goal setting, and ongoing feedback
  • Build team capability through training, cross-training, and bench strength development
  • Promote a high-performance and inclusive team culture aligned with organizational values
  • Ensure adherence to operational risk, regulatory compliance, and AML/ATF frameworks


Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
  • Post-secondary education in Accounting, Finance, Taxation, or a related field
  • Relevant tax or accounting certifications/designations (e.g., CPA, tax courses) are considered an asset
  • Prior experience in tax reporting, regulatory reporting, or related financial services operations
  • Strong knowledge of tax reporting regimes, including FATCA, CRS, Qualified Intermediary (QI), and CRA requirements
  • Experience supporting regulatory reporting production processes and tax reporting cycles (e.g., tax season deliverables)
  • Experience working with financial services clients and products, particularly within Wealth Management, Capital Markets, or Banking environments
  • Proficiency with tax reporting and operational systems, including Broadridge, TFP, TXSY, CDS, DTCC, BFS, and AS400
  • Experience developing and using reporting metrics, scorecards, and data analysis to support operational performance and client reporting
  • Experience managing regulatory documentation and standard operating procedures (SOPs)


What's in it for you?
  • A rewarding career path with diverse opportunities for professional development
  • An organization committed to making a difference in our communities - for you and our customers.
  • A competitive rewards program including bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day.
  • Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
  • Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.


Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
Finance & Insurance
5 Year Trend
+7%
NASDAQ
BNS
* Ladders Estimates

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