Fidelity Canada

Operations Tax Specialist

Toronto, Ontario
Early Career, Full Time

Current work authorization for Canada is required for all openings.

You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.

For more information, please visit


Business Overview:

The Operations Tax team manages all aspects of FCC’s duties relevant to tax management and reporting. The team is responsible for tax slip production & distribution to clients. Additionally, the roles within the team perform withholding tax reconciliation and remittance. They also liaise with tax authorities for enquiries or tax audits. The team collaborates closely with FCC’s service teams to resolve complex tax enquiries. The team ensures that Fidelity's brand and reputation are protected by adhering to Fidelity's compliance and risk framework.


What You Will Do:

The Operations Tax team is responsible for several functions. The Operations Tax Specialist is a generalist and performs tasks in one area, or across multiple areas as needed. There may also be projects of varying length that the individual would assist with. The individual will also get involved with documentation review/update, and other tasks as assigned.


1. Tax Reporting - Canadian & U.S.

  • Manage, coordinate, and ensure accurate completion of all Canadian and U.S. tax reporting.
  • Run all client critical year-end processes for accuracy.
  • Canadian tax reporting and delivery cycle function, including but not limited to the following: T5/R3, T3/R16, T5013/R15, T5008/R18, NR4, T4RSP, T4RIF
  • US tax reporting and delivery cycle function, including but not limited to the following: 1099INT, DIV and B, 1042S, form 1042 and 945,
  • Contribution Receipts
  • Estate Receipts


2. FATCA/CRS/QI reporting

  • Review documentation provided by clients to ensure FATCA/CRS/QI compliance
  • Handle FATCA/CRS reporting for all FCC’s clients
  • Manage all QI obligations for FCC as a withholding QI


3. Compliance and Regulatory Environment

  • Maintenance of satisfactory Audit/Regulatory/Risk Ratings and Reviews
  • Ensure all reporting is completed on or before regulatory deadlines
  • Stay current with regulatory environment governing tax responsibilities
  • Accountable for identifying issues and risks (financial & regulatory)
  • Ensure all tax accounts are reconciled


4. Customer Service

  • Deliver stellar quality customer service interactions to our internal and external customers to exceed their expectations and create an effortless positive experience.


The Expertise You Bring:

  • 2 years’ experience in the financial industry, in an operations or analyst role
  • 2 years’ experience in tax processing and/or reporting an asset
  • Work within the brokerage industry or a clearing firm an asset.
  • Post Secondary Education, or equivalent experience
  • Tax related courses or designations (e.g., CPA) an asset.
  • Industry courses such as CSC and IFIC offered by the CSI an asset.


What we are looking for:

  • Excellent knowledge of Canadian and/or US tax reporting / filing processes
  • Solid understanding of dividends, income processing, reorg, registered plans
  • Excellent problem-solving skills
  • Excellent communication skills; written and oral
  • Proficiency with Microsoft Excel
  • Accurate and detailed oriented
  • Knowledge of Broadridge's Dataphile platform an asset
  • Excellent customer service orientation
  • Ability to handle competing priorities effectively.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.


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. If you require an accommodation, please email us at


No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:



  • Canada's Top Family-Friendly Employers 2023 (7th consecutive year)
  • Canada's Top 100 Employers 2023 (7th consecutive year)
  • Greater Toronto's Top Employers 2023 (10th consecutive year)
  • Canada's Top Employers for Young People 2023
  • Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
  • HRDC Best Places to Work 2023
  • HRDC 5-Star Diversity & Inclusion Employer
  • HRDC 5-Star Benefit Program 2023



  • A Canadian Compassionate Company
  • Great Place to Work (Dec 2022 - Nov 2023)
  • Best Workplaces for Women 2023 by Great Place to Work
How to Apply