Senior Specialist, Tax Reporting Operations & Regulatory Initiatives

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a Senior Specialist, Tax Reporting Operations & Regulatory Initiatives, you will be responsible for ensuring that Tax Reporting delivers quality reporting to both the CRA and clients adhering to regulatory requirements with respect to deadlines and required data and forms.  You will also be responsible for ensuring that LOBs procedures and processes meet the regulatory requirements for FATCA/CRS Tax Residency collection and Reasonability checks.  You will represent Tax Reporting and Regulatory Initiatives on Projects and Change Initiatives impacting our reporting processes as a SME providing requirements, creating test cases and validating the changes. You will be accountable for handling complex, ambiguous, Reconciliation investigations relating to Tax Reporting CRA accounts. You will expedite resolution to the issues using independent judgement and analytical thinking to conduct in-depth research using multiple systems/reports to determine the nature of the problem, verify team members work and provide guidance. In addition, the role assists in the management of day-to-day operation and overall efficiency of Tax Reporting and also FATCA/CRS client remediation processes, while seeking opportunities to streamline current processes and procedures.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you’ll succeed

• Attention to detail and accuracy - You notice the small details and ensure 100% accuracy in everything that you do while being able to complete tasks within a minimal time frame.
• Teamwork - You prioritize, organize workload and coordinate activities of the team by collaborating to ensure deadlines are met and pending items are reviewed regularly. Assist with training of new and/or temporary staff to provide support to peers in learning and understanding process, procedures and guidelines.
• Excellent Communication Skills - You communicate with respect, authenticity, and ease with individuals of different levels and different areas within the bank. You are able to use clear and concise communication skills to build trust-based relationships and solve problems.
• Technical System Savvy - You demonstrate excellent Microsoft Office skills (Word, Excel, Outlook) with ability to work with Spreadsheets and formulas. Able to navigate many varied systems and is technically savvy. Examples of systems used in this role: Corfax, Rbroker, TFP, IBTS, CRS, CORE, TaxStar, COINS, IPS, MyClient ADP, IFAST, ECIF etc.
• Multi-Tasker - You are experienced with multi-tasking and working in fast-paced, often-changing environment. Experience working in a team where processes and procedures are changing and updating.
• Client experience - You ensure the consistent delivery of high-quality service through service excellence principles to meet or exceed the expectations of internal business partners, and ultimately go above and beyond service standards in order to exceed the expectations of our clients.
• Quick learner - You thrive in an environment where there is a lot to learn fairly quickly.

Who you are

• You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life
• You embrace and champion change. You continuously evolve your thinking and the way you work in order to deliver your best.
• You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
• You can demonstrate experience in leading in a production environment and have strong written communication skills. It’s an asset if you have experience in Tax Reporting end to end processes and FATCA/CRS onboarding and client remediation processes.
• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Toronto-81 Bay, 27th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Operations, Customer Service, Operations Management, Operations Support, Prioritization, Process Improvements, Technical Knowledge