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The role is Associate Director, leading Canadian Tax Operations reporting to the Global Head of Tax Operations. The role will be responsible for Canadian securities tax obligations for retail, tax-advantaged and institutional client reporting, including CRS/ FATCA account documentation, Canadian cost basis, withholding on non-resident account holders and annual information reporting to CRA and clients. In this capacity the role will act as SME for continuous development of Clear Street platforms in support of Canadian tax obligations, addressing ongoing CRA regulatory developments and seeking continuous improvements to internal systems and the related external platform. This is a hands-on role that requires technical knowledge of Canadian tax obligations and practical experience applying them in a fast-paced retail, broker-dealer and custody environment. The successful candidate will ensure accuracy in reporting, apply complex rules and guidance, and work directly with data and systems to deliver results.
Job Responsibility:
Review and approval of CRS RC520/ 521, NR301, NR302, NR303
Review and cleanse of Canadian Cost Basis information day-to-day