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Scotiabank

Assistant Manager, Tax Reporting Department (9-Month Contract GWO)

Toronto, ON, M5H 1J9, Canada

Apply by: Oct 9, 2026
Posting language: English
Posted: Sep 24, 2026

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Applications open in a new tab.

Original job description

Requisition ID: 274666
Employee Referral Program – Potential Reward: $1,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

The Role

Contributes to the overall success of the GWO Tax Reporting team for globally held assets in Prime brokerage, Scotia Capital Inc., Scotia Wealth Management, ITRADE, ScotiaTrust, BNS Custody Services and BNS Foreign Subsidiaries ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will:

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
As a Tax Reporting Assistant Manager, you will be the subject matter expert in defined aspects of Scotiabank client tax compliance and oversee all aspects of Scotiabank duties relevant to tax treatments and oversees the tax slip production and distribution to all clients.
Play a crucial role in ensuring that Scotiabank reputation is protected by adhering to Scotiabank compliance and risk framework.
Ensure operational efficiency of the Tax Reporting Dept. is maintained at a high level in accordance with approved policy and procedures
Produces regulatory reports in accordance with SOPs/production schedule/regulatory reporting deadlines.
Gathers data, performs quality control functions & compiles data for report submission.
Ensures report timeliness, completeness & accuracy of submission to defined management for approval
Analyse the annual tax campaign activities as it pertains to Regulatory Reporting (CRA &/OR QI &/OR FTT Reconciliation in a timely and accurate basis
Ensure a high level of customer service level is provided to internal clients including Scotia Capital, Wealth Management (Scotia McLeod / iTrade / Scotia Trust) and the Bank (Custody Services)
Effectively manage risk and minimize losses and ensure effective procedural internal controls are in place
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Champions a high-performance environment and contributes to an inclusive work environment.

Dimensions:

Tax Reporting are directly responsible for providing related services to all the accounts for Scotia Capital Inc., Scotia Wealth Management, ITRADE, ScotiaTrust, BNS Custody Services and BNS Foreign Subsidiaries.
There is significant responsibility for ensuring clients receive accurate and timely tax receipts by ensuring all tax programs are updated correctly.

Providing prompt and accurate response to branch queries regarding client tax receipts
Conducting Risk Control functions related to balancing accounts, remittances and time and accurate reporting to regulatory bodies

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

3 or more years of experience in tax reporting / filing process
Working knowledge of taxability wrt to dividends, income processing, and reorg
Problem solver and passionate about delivering quality service
Customer Centric mindset
Knowledge of Broadridge platforms
Working knowledge of the following systems: TFP, TXSY, CDS, DTCC, BFS, AS400.
College or University degree related to Taxation or Accounting Preferred (3-year program)
Tax related courses, certifications or industry designation
Strong reconciliation and analytical skills

Working Conditions

Work in a Hybrid environment; non-standard hours are a common occurrence.
Thrive in a fast-paced environment and can manage completing priorities effectively.
Critical deadlines must be met to avoid potential penalties on meeting CRA and IRS deadlines

What’s in it for you?

Opportunity to engage with various GBM business groups on KYC/AML topics and client outreach activities
Opportunity to enhance knowledge of GBM’s global product offering, business lines and functional processes, as well as gain exposure to the overall bank
Opportunity to build strong strategic relationships across broad partner and stakeholder groups within GBM globally and across the bank
Be a key member of a dynamic and engaged team with strong leadership and focused personal and career development support
A rewarding career path with diverse opportunities for professional development
An organization committed to making a difference in our communities – for you and our customers.
A competitive rewards program including bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day.
Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

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More about this job

Responsibilities

Oversee tax compliance activities and tax slip production and distribution for clients across Scotiabank business units, ensuring accurate, complete, and timely regulatory reporting. Maintain operational controls, reconcile accounts and remittances, manage risk, and provide responsive tax-related support to internal clients.

Requirements

Requires at least three years of experience in tax reporting or filing, working knowledge of taxability related to dividends, income processing, and reorganizations, and strong reconciliation and analytical skills. A college or university degree related to taxation or accounting is preferred, along with tax-related courses, certifications, or an industry designation; familiarity with Broadridge and systems such as TFP, TXSY, CDS, DTCC, BFS, and AS400 is also sought.

Skills

Tax Reporting
Tax Compliance
Taxability Analysis
Dividend and Income Processing
Reorganization Processing
Regulatory Reporting
Reconciliation
Quality Control
Risk Management
Internal Controls
Customer Service
Problem Solving
Analytical Skills
Broadridge Platforms
TFP
TXSY

Benefits

Bonus
Flexible Vacation
Personal Days
Sick Days
Comprehensive Benefits

Visa sponsorship

Not detected in the job text

Keywords

Tax Reporting
Tax Compliance
Tax Slip Production
Regulatory Reporting
CRA
IRS
Qualified Intermediary
Financial Transaction Tax
Taxability
Dividends
Income Processing
Reorganizations
Reconciliation
Quality Control
Operational Risk
Regulatory Compliance Risk
AML/ATF
Internal Controls
Broadridge
TFP
TXSY
CDS
DTCC
BFS
AS400
Prime Brokerage
Custody Services
Scotia Wealth Management

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