Job Description

Primary Locations: Montreal, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time

A career in Finance at National Bank means working in an environment that allows you to surpass yourself while creating strong collaborative relationships across all areas of the Bank. As senior tax advisor, you will support the business objectives of the Financial Markets sector by delivering practical and comprehensive tax advice. You will also contribute to the financial results and health of the Bank by identifying and mitigating tax risk. Your job description: Main challenges:

• Engage with the different sectors of the Bank on complex files
• Innovate, add value, maintain sound practices and increase efficiencies
• Be proactive, convenient and accessible in all your internal and external interactions

Specifically, you will:

• Perform detailed technical tax analysis and provide advice directly to various partners in the business line
• Analyze and assess tax risk and propose mitigation measures when needed
• Prepare internal legal memoranda summarizing technical analysis undergone and advice given
• Ensure transactions are properly documented for tax purposes and that legal agreements contain appropriate tax clauses
• Provide assistance in relation to CRA audit and/or litigation activity
• Develop a subject matter expertise in the taxation of capital markets transactions and complex financial instruments

This position reports to the Chief Tax Advisor, Financial Markets. As a member of the tax department, you will be primarily dedicated to advising the Financial Markets sector of the Bank. This will include advising on the tax aspects of complex financial instruments, products and transactions, including derivatives, structured products and securities lending. As part of your role, you will also be asked to advise the Bank and its pension plan on the tax aspects of private equity investments. You will assist in evaluating and managing tax risk related to such instruments, products and transactions. In doing so, you will work in close collaboration with, and provide support to, the Chief Tax Advisor, Financial Markets.
**This position may be located in Montreal or Toronto and candidates may be expected to travel with some frequency between Montreal and Toronto.**


Required skills

• Be a member of the bar or law society of any Canadian province
• Have a CPA designation (an asset)
• 3-6 years experience as a tax practitioner.
• Possess strong analytical and synthesis skills.
• Possess strong communication skills (written and spoken).
• Able to work autonomously.
• Team player.
• Knowledge of capital markets is an important asset.
• Bilingualism (English and French) is preferable (for dealing with English-speaking partners outside Quebec)

Your benefits: Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Ready to live your ambitions?
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