Tax Analyst

Fidelity Investments

  • Toronto, ON
  • Permanent
  • Temps-plein
  • Il y a 1 mois
Job DescriptionPlease note:
  • Current work authorization for Canada is required for all openings.
  • This is a full-time regular role.
  • You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
Who We Are: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 expertly.Business Overview:The Tax Analyst is a member of the Fund Treasurer’s Office and reports to the Director, Fund Tax. This role will assist all members of the fund tax team, especially the Fund Tax Managers, with responsibilities including the review of fund distributions, tax returns, fund administration along with other compliance requirements, and the support of special projects and key strategic initiatives of the organization.What You Will Do:Tax Compliance and Fund Administration
  • Assist with the review of monthly, quarterly, and annual distribution calculation
  • Review annual trust tax and information returns
  • Assist with the review of mutual fund corporation tax returns
  • Prepare miscellaneous tax forms including T3 trust account applications, certificate of residency, tax elections and other applicable tax forms
  • Assist with audits and correspondence with various tax authorities
  • Assist with correspondence with various foreign tax agents
  • Prepare foreign tax reclaim forms for various markets
Fund Tax Operations
  • Assist with the review of large trades and fund rebalancing activities
  • Prepare materiality analysis for corporate action reviews
  • Review fund facts for distribution related language
  • Maintain the distribution review tool
  • Work with internal technology team on fund tax related automation initiatives
Ad hoc Special Projects
  • Assist with non-routine projects and provide tax operation supports as they arise
What We’re Looking For:
  • Minimum 2 years of relevant experience, preferably in a tax related role.
  • Financial Services industry experience is an asset.
  • Bachelor degree with a focus in business (Finance, Accounting, Economics, Commerce or Mathematics) or equivalent work experience.
  • Completion of or working towards a CPA or equivalent professional designation is preferred.
What You Will Bring:
  • Strong working knowledge of Microsoft Excel
  • Excellent problem-solving and analytical skills
  • Ability to coordinate time requirements for projects and manage personal work to meet deadlines
  • Strong communication and presentation skills
  • Good knowledge of tax compliance and tax return preparation
  • A motivated and eager to learn attitude
  • Ability to work in a team as well as independently in a fast-paced environment
Internal applicants should submit their application by 6:59 PM on August 11, 2025.Fidelity Canada is an equal opportunity employerFidelity 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 processFidelity 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:Awards
  • Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People
  • Great Place To Work® Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams
  • LinkedIn Top Companies in Canada
  • Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion EmployerDesignations
  • Canadian Compassionate Companies – Certified
  • Benefits Canada's Workplace Benefits Award - Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
  • Canadian HR Reporter's Most Innovative HR Team

Fidelity Investments