US Tax Operations Specialist

Crédit Agricole CIB Canada is seeking a US Tax Operations Specialist to support US information reporting, withholding compliance, and ongoing US tax operations.

Responsibilities

US Information Reporting and Withholding/FATCA

• Prepare and coordinate annual Form 1042/1042-S and 1099 reporting.
• Coordinate and respond to Form W-8/W-9 requests for CACIB and US subsidiaries.
• Support the Head of Tax and Tax Manager with the Information Reporting and Withholding remediation transversal project.
• Support governance of the Tax Withholding and Reporting Committee.

Ongoing Tax Operations

• Coordinate and support income tax return preparers with state and local tax return preparation, filings, and notice responses.
• Support Tax Managers and Tax Specialists with the preparation and filing of indirect tax reporting, including property taxes, excise taxes, and sales taxes.
• Support and assist the NY Tax Department's tax efficiency and development initiatives.

Requirements

• Bachelor's degree or equivalent.
• Three to five years of experience.
• Working knowledge of US tax certifications, including Forms W-8 and W-9.
• Working knowledge of Forms 1042/1042-S and 1099.
• Exposure to global income tax treaties, particularly the US income tax treaty.
• Working knowledge of US state corporate income tax returns.
• Verbal and written communication skills in English and French.
• Microsoft Office proficiency, including Excel, Word, and PowerPoint.

This is a hybrid position in Montreal, Canada.