Operations Tax Specialist Sr.

Operations Tax Specialist, Sr

You will work on a flexible hybrid schedule as part of Fidelity’s Dynamic working Policy. The role is located at 483 Bay Street, Toronto until late 2026, then at 3 Robert Speck Parkway, Mississauga.

About the Opportunity

The Operations Tax team manages all aspects of Fidelity Clearing Canada’s tax operations, including tax reporting, compliance, and client interaction. You will serve as a subject‑matter expert in one or more of the team’s core focus areas (Canadian, US, or Global Reporting) and support cross‑functional initiatives.

Responsibilities

• Manage, oversee, and ensure the accurate completion of all Canadian and US tax reporting activities, including T5/R3, T3/R16, T5013/R15, T5008, NR4, T4RSP, T4RIF, and US forms such as 1099INT, DIV, B, 1042S, 1042, and 945.
• Execute all client critical year‑end processes to guarantee accuracy.
• Handle QI obligations, FATCA/CRS reporting (US & Glo...