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.
You will also 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, depending on the preference of the successful candidate. Candidate may be expected to travel with some frequency between Montreal and Toronto.
Main challenges :
Support the business objectives of the Financial Markets sector by delivering a Red Carpet client experience
Contribute to the financial results and health of the Bank by identifying and mitigating tax risk
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
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
Bachelor's degree in a related field and seven years' relevant experience OR Master's degree in a related field and five years' relevant experience
Be a member of the bar or law society of any Canadian province
3-6 years experience as a tax lawyer in any Canadian province
Possess strong analytical and synthesis skills
Possess strong communication skills (written and spoken)
Able to work autonomously
Bilingualism, both spoken and written (English and French)
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