Oversee the preparation and timely filing of various U.S. and Canadian tax reporting forms (e.g., Forms 1099, 1042-S, NR-4, T5 and T5008) for CM and ensure strong internal controls are maintained within a high-volume processing environment.
Reconciliation of Forms 1042-S received from DTC to Forms 1042-S issued by CM
Review, analyze, and interpret changes to U.S. IRS, Canadian and certain international operational tax withholding and information reporting requirements
Serve as a subject matter expert, providing guidance to CM business units and operations teams on complex operational tax reporting and withholding matters
Define and execute the strategic direction for CM operational tax information reporting and withholding operations.

Minimum of 10+ years of U.S. information reporting and withholding tax advisory or operational experience within the financial services industry
Bachelor's degree, with a CPA license, Enrolled Agent (EA) certification, or active membership of the Bar preferred
Deep knowledge of U.S. tax laws and regulations related to U.S. tax withholding and reporting (e.g., Chapter 3 and 4, Chapter 61, Section 3406)
Experience with Common Reporting Standard, Canadian non-resident withholding and international financial transaction taxes would be an asset
Relevant experience in the financial services industry preferred
Working knowledge of trading products across Capital Markets
Excellent attention to detail and ability to learn and adapt quickly
Strong analytical and problem solving skills
Strong conflict management/ resolution skills
Excellent verbal and written communication skills

Director, Client Tax Reporting Operational Advisory Lead

Key skills