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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in Canadian taxation, including compliance, risk management, and technical analysis. Proven ability to lead teams, develop tax strategies, and leverage technology for process improvement.
Highest-signal resume keywords
CPA DesignationCanadian Tax ExperienceTax Research and Technical AnalysisLeadership and Coaching SkillsFinancial Services Industry Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Canadian TaxationTax ComplianceTax Risk ManagementTax AnalysisTax WithholdingFATCA/CRS KnowledgeTax Slip ReportingIndependent Tax ResearchTechnical Tax AdviceProblem-Solving
Soft Skills
Sound JudgmentOrganizational SkillsPrioritization SkillsAbility to Manage Complex PrioritiesCoaching and Developing Others
Tools & Technologies
ExcelCCH TaxprepSharePointPower BIAlteryx
Certifications & Qualifications
CPA DesignationCompletion of CPA In-Depth Tax Program
Industry Keywords
Financial ServicesInsuranceWealth ManagementGroup BenefitsGroup Retirement Solutions
About the role
Key responsibilities & impact- Provide strategic and technical tax advice on Canadian product and customer taxation matters
- Advise Insurance, Bank, Group Benefits, Group Retirement Solutions and Wealth/Asset Management business units on customer tax compliance
- Research and respond to complex tax questions from business units, customers and government tax authorities
- Participate in business initiatives and advise on product features, structures, contract language and tax risks
- Conduct independent tax research and prepare technical tax analyses using legislation, case law and government administrative positions
- Monitor legislative and administrative developments and provide practical guidance
- Build cross-functional relationships and identify and manage tax and reputational risks
- Oversee customer and product tax compliance activities, filings, reporting and tax-season deliverables
- Oversee customer tax withholding and remittance activities, reconciliations and supporting working papers
- Liaise with government tax authorities, auditors and external advisors
- Maintain tax governance, controls, documentation and supporting records
- Lead opportunities to improve, simplify and automate tax compliance processes using technology and data
- Coach and develop the Canadian Product Tax team and build technical tax capabilities
Requirements
What you’ll need- CPA designation
- Minimum of 7 years of relevant Canadian tax experience
- Completion of the CPA In-Depth Tax Program
- Significant financial services industry experience is preferred
- Deep technical knowledge of Canadian taxation
- Experience with financial products, registered accounts, trusts, tax slip reporting, tax withholding and FATCA/CRS is an asset
- Excellent tax research, technical analysis and problem-solving skills
- Ability to independently analyze complex tax issues and develop practical recommendations
- Sound judgment and ability to identify, assess and manage tax and reputational risk
- Demonstrated leadership skills, including coaching and developing others
- Strong organizational and prioritization skills
- Ability to manage multiple complex priorities and tight deadlines
- Aptitude for technology and interest in data, automation and emerging technologies
- Proficiency with Excel, CCH Taxprep, SharePoint, Power BI and Alteryx is an asset
Benefits
Comp & perks- Flexible work environment
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Learning and career growth support
- Well-being and inclusion support
