Senior Analyst Tax Compliance

Attendance

Hybrid

Job number

34074

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

09-Jul-2026

Area(s) of interest: Finance and accounting

Location(s): Montreal

A career as a Senior Advisor within the Tax Compliance CRS/FATCA/CARF team at National Bank means acting as an expert in the implementation of CRS/FATCA/CARF programs across the organization. It is through your understanding of the tax regulations, your ability to analyze end-to-end processes, your experience in cross-functional projects, your experience in risk management and corporate compliance, and your knowledge of the organization’s business lines that you have a positive impact on protecting the bank and its clients.

Your job

Perform account monitoring activities within the scope of the CRS, FATCA and CARF programs

Contribute to regulatory monitoring and oversight for the CRS, FATCA and CARF programs

Contribute to the governance of the CRS, FATCA and CARF programs

Ensure end-to-end tax compliance of business processes

Analyze processes, identify deficiencies and recommend corrective actions

Act as a subject matter expert for supported business lines

Work closely with Product Owners to support the evolution and enhancement of CRS, FATCA and CARF solutions

Review, validate and submit regulatory filings to the Canada Revenue Agency (CRA)

Your team

As part of the CRS/FATCA/CARF Tax Compliance team, you will be part of a team of 9 colleagues, based in Montreal and Edmonton, and reporting to the Senior Director - Tax Compliance CRS/FATCA/CARF. Our team stands out for its expertise in taxation, business, and processes, its rigor, its ability to adapt to an ever-changing context, the trust between colleagues, and our enjoyment of the work we do.

We offer a wide range of ongoing learning opportunities for your development, including hands-on learning, training courses and collaborating with colleagues who have varied expertise and profiles.

Prerequisites

Bachelor’s degree in a field related to the business sector and 5 years of experience, OR any other combination of education and experience deemed equivalent.

Experience in delivery, project management or safe Agile

Experience in reporting and data analysis/manipulation

Proficiency with productivity and AI tools, including Excel, Power Apps, Power BI and Copilot

Knowledge of banking products, services and processes related to Personal Banking, Commercial Banking, Wealth Management and/or Financial Markets

Knowledge of tax compliance requirements, including Parts XVIII, XIX and XXI of the Income Tax Act

Strong influencing, communication and leadership skills in stakeholder interactions and decision-making processes

Languages:

English, French

Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Skills

Agile Project Management Data Analysis Leadership Microsoft Excel Microsoft Power BI Tax Compliance Teamwork Influence others Initiative Learning Agility Resiliency Tax Returns Governance Regulatory Risk Report Design

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

Health and wellness program, including many options

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

Discover our culture

Duration: 1 min 25 sec