Fund Tax Analyst Sr

About the role

At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally. The Fund Tax Analyst Senior is a member of the Fund Treasurer's Office and reports to the Director, Fund Tax. This role will assist the Fund Tax Managers , with responsibilities including the review of fund distributions, tax returns and other compliance requirements, and the support of special projects and key strategic initiatives of the organization.

Responsibilities

• Tax compliance includes the review of monthly, quarterly, annual distribution calculation prepared by service providers.
• Review and file yearly T3 Trust Income Tax Returns and applicable foreign tax returns.
• Prepare tax analysis on fund events including large rebalancing, client redemptions, etc.
• Prepare internal stakeholder reporting for ETFs
• Prepare documentation required for foreign reclaims and ad-hoc requests relate to this nature
• Assist with the review of FCSC taxable position
• Assist with non-routine projects as they arise

Requirements

• Bachelor's degree ideally in accounting or equivalent experience.
• 3-4 years of relevant experience in tax related role
• Financial institution industry experience is an asset
• CPA, Master's of Taxation are an asset
• Strong technical tax knowledge, tax research, analytical and problem solving skills.
• Good knowledge of IFRS tax accounting standards.
• Strong leadership, organizational and critical thinking skills.
• Positive attitude, team player and strong interpersonal skills.
• Quick learner and able to work independently without guidance.
• Curious in asking good questions, self-motivated, results-oriented and "eager to learn" attitude.
• Strong verbal and written communication skills, and good presentation skills including presenting to non-tax persons or senior management on complicated tax matters.
• Strong proficiency with excel (pivot tables and v-lookups), tax research database (such as CCH) and Taxprep software
• Total Rewards That Reflect Your Impact
• We believe exceptional work deserves exceptional recognition. That's why we offer a competitive compensation package designed to support your success today-and your financial well-being tomorrow.
• For this role, your total rewards include:
• Base Salary and discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $105,000 to $123,000, based on experience and qualifications.
• RRSP Contribution : After 6 months of employment, we invest in your future with an RRSP contribution-no employee matching required.
• We're proud to offer a compensation package that aligns with provincial pay transparency requirements .
• This posting represents an existing vacancy within our organization-an opportunity to step into a role where your talents will make a meaningful difference.
• Fidelity Canada is an equal opportunity employer
• Accommodation during the application process
• Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process.

Benefits

Additional Information

Job Description Current work authorization for Canada is required for all openings. You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement. The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

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