Manager Operations Tax & Estates

Team Member Coaching & Mentorship: A proven ability to build two-way, mutually beneficial relationships that drive long-term career movement. You excel at providing behavioral and performance-based coaching to resolve challenges and elevate your team's output.

Teaming in a Matrix Environment: Demonstrated success working collaboratively across different functions and departments to achieve shared, highly complex strategic goals.

Feedback Integration: The courage and emotional intelligence to provide team members with constructive thoughts and suggestions in a timely manner, coupled with a genuine openness to receiving and acting on feedback yourself.

Digital Agility & Modernization (New): A strong appetite for leveraging technology to remove operational friction. You actively seek out and implement technological efficiencies, workflow automations, or process improvements to optimize team performance.

Critical Thinking & Problem Solving: The ability to navigate difficult, unexpected situations and complex business challenges by objectively assessing the landscape, weighing alternative options, and remaining calm and decisive under pressure.

Prioritization & Time Management: Expertise in managing competing priorities, setting clear expectations for team members, and dynamically reallocating time and resources to meet critical deadlines.

Relationship Management: Exceptional skill in building and maintaining strong, trusted relationships with team members, peer leaders, and senior stakeholders.

Verbal & Written Communication: The ability to communicate complex operational and compliance realities clearly, concisely, and empathetically. You supply transparent, precise, and highly useful content tailored to your audience.

Industry Knowledge: An excellent understanding of the investment industry, with a strong working knowledge of ATB Financial and ATB Wealth structures. Familiarity with tax compliance regimes (CRA, IRS, FATCA, CRS), corporate actions, and the legal and operational nuances of estate processing (e.g., probate, wills, beneficiary payouts) is highly valued.

University Degree or Diploma in Business, Finance, or equivalent related operational leadership experience.