National Bank's Investment Fund Administration team is responsible for calculating investment fund unit prices, producing financial statements, and preparing tax returns.
Your knowledge of the sector, various products, coaching experience and interest in taxation/accounting/securities will help you stand out.
Your job - Analyze the tax situation of investment funds and make recommendations
- Coach, guide the team and participate in the calculation of distributions and the production of tax returns for investment funds
- Manage a strategic relationship with internal and external partners with the aim of establishing a collaborative relationship, influencing decisions and encouraging an increase in the volume of activities
- Develop, implement and evolve effective controls and working tools allowing the achievement of high quality standards, thus ensuring the integrity of financial data in the calculation of investment funds
- Monitor the industry and ensure the application of tax and securities rules in the team's various deliverables
- Participate in and coordinate projects and ensure their monitoring
- Collaborate and contribute to the improvement of activities and processes
Your team The Taxation team of the Investment Operations sector consists of 12 professionals. Supported by tax experts, our team analyzes and interprets data to make the best decisions for our clients and partners while meeting the challenges of tax and securities law.
Prerequisite - Master in taxation, completed or in progress, and at least 5 years of relevant experience
- Accounting title (CPA)
- Knowledge of investment funds and trusts, mandatory
- Increased knowledge of investment fund distributions
- Experience in filing tax returns for trusts and corporations
- Knowledge of tax, accounting and securities standards applying to investment funds
- Experience in individual and team coaching, as well as competency development
- Advanced knowledge of Excel (complex formulas and pivot tables)
- Ability to handle pressure and good management of priorities
Languages: English, French
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
SkillsPress space or enter keys to toggle section visibility
Analytical Skills Coaching Microsoft Excel Project Delivery Securities Tax Accounting Teamwork Accounting Initiative Learning Agility Resiliency Tax Returns Prioritization Investment Trust
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.
