Job Description
Please note that this position can be held from different cities in Quebec including Montreal and Quebec
A career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. In other words, a rare 100% consulting position, without the management of clients' tax returns! The sector's mission is to offer high-quality expertise and services in the areas of taxation, retirement and estate.
Your job
Become one of the tax references of the client advisory team of one of the largest asset management firms in Quebec!
Collaborate with your colleagues to provide high-quality tax support to IA and other stakeholders.
Perform complex tax analyses, guide IA and their clients in resolving their tax issues/issues and refer them to external experts as needed.
Participate in meetings with NBF clients and/or the client's external advisors.
Manage multiple complex files with tight deadlines in an ever-changing environment.
Draft and update various tax-related documents (e.g., budget summaries) to support colleagues on the advisory team, IA and their clients.
Be a team player, maintain relationships with many internal stakeholders and collaborate as a consultant.
Understand business issues but above all participate in the development of practical and adapted solutions.
If necessary, provide in-house tax training.
Ensure the management of corporate risks in the context of files.
Prerequisites
Professional designation (CPA, lawyer, notary, other)
Master's degree or postgraduate diploma in taxation or have successfully completed the ICCA in-depth tax course
In-depth knowledge of the many tax rules for corporations, trusts, estates and individuals
15 years of relevant work experience
Strong interpersonal skills and the ability to communicate complex tax concepts in a simple, comprehensive and practical manner
Assets
Knowledge in international end/or US taxes
Knowledge of wealth management, financial products, pensions, retirement and estates
Common law
TEP Title
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.
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
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
A career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. In other words, a rare 100% consulting position, without the management of clients' tax returns! The sector's mission is to offer high-quality expertise and services in the areas of taxation, retirement and estate.
Your job
Become one of the tax references of the client advisory team of one of the largest asset management firms in Quebec!
Collaborate with your colleagues to provide high-quality tax support to IA and other stakeholders.
Perform complex tax analyses, guide IA and their clients in resolving their tax issues/issues and refer them to external experts as needed.
Participate in meetings with NBF clients and/or the client's external advisors.
Manage multiple complex files with tight deadlines in an ever-changing environment.
Draft and update various tax-related documents (e.g., budget summaries) to support colleagues on the advisory team, IA and their clients.
Be a team player, maintain relationships with many internal stakeholders and collaborate as a consultant.
Understand business issues but above all participate in the development of practical and adapted solutions.
If necessary, provide in-house tax training.
Ensure the management of corporate risks in the context of files.
Prerequisites
Professional designation (CPA, lawyer, notary, other)
Master's degree or postgraduate diploma in taxation or have successfully completed the ICCA in-depth tax course
In-depth knowledge of the many tax rules for corporations, trusts, estates and individuals
15 years of relevant work experience
Strong interpersonal skills and the ability to communicate complex tax concepts in a simple, comprehensive and practical manner
Assets
Knowledge in international end/or US taxes
Knowledge of wealth management, financial products, pensions, retirement and estates
Common law
TEP Title
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.
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
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
💡 Quick Summary
Seeking a career-building opportunity? The Senior Tax Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Montréal offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
