Search Jobs
Our client is seeking a Fund Tax Manager for a long-term contract opportunity
About the Opportunity
Ensure Funds Remain in Compliance with Tax Regulations and that Tax Policies Achieve a Fair Outcome for Investors
- Manage the review of funds’ distribution calculations and T3 tax returns to ensure completion in a timely and accurate manner and fair outcomes for investors
- Manage the review of distribution calculations and Corporate T2 tax return for the Capital Structure
- Manage the review of funds’ foreign tax returns in applicable foreign markets
- Review notice of assessments/reassessments and liaise with CRA to resolve any ad hoc issues and requests
Work Proactively with Product Team to Manage Product Related Tax Matters & Provide Consulting on Other Tax Matters
- Research and provide tax opinions on issues requested by various internal stakeholders including product, investment compliance, sales, and marketing, etc.
- Provide tax analysis on various types of fund events including large redemptions, portfolio rebalancing, fund mergers, terminations, etc., and assess tax implications for investors resulting from these events
- Collaborate with management to research and resolve complex distribution issues and security transactions with an in-depth understanding of implications to our investors
- Carefully review tax disclosure in funds’ simplified prospectus, annual information form, offering memorandum and other regulatory documents to ensure best in class disclosure
- Assist in preparing materials for presentation to senior leadership, Audit Committee and Board
- Stay abreast of new tax legislative developments impacting the asset management industry, and assist with implementation of process and procedures to address changes
Fund Tax Operations
- Document and implement internal control policies and procedures, and ensure all fund tax process documentation is updated regularly to reflect business changes
- Recommend continuous improvement opportunities for existing fund tax processes
- Maintain and update changes required in the distribution review tool
Ad hoc Special Projects
- Assist with non-routine projects and provide tax supports as they arise
About You
- CPA (CA preferred)
- Completion of a University degree in Accounting or Finance or equivalent work experience
- At least 5years of tax experience in financial industry
- Related tax experience in Asset Management industry an asset
- Public accounting tax experience and/or fund industry experience an asset
- Completion of CICA In-Depth Tax Courses an asset
Pay Rate
$120,000 Salary
How to Apply
Click the “Apply Now” button and follow the instructions to submit your resume. Please note that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote #322608.
Similar Jobs
Tax Manager
Direct Hire job in Toronto
Tax Manager
Direct Hire job in North York
Tax Manager
Direct Hire job in Vaughan
Tax Manager
Direct Hire job in Mississauga
Manager Indirect Tax
Direct Hire job in Toronto
Senior Tax Manager
Direct Hire job in Toronto
Senior Tax Manager - 6 Month Contract
Contract job in Toronto
Senior Fund Accountant
Direct Hire job in Toronto
Senior Fund Accounting Associate
Direct Hire job in Toronto