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Fund Tax Manager (Closed)

Job Highlights
Direct Hire

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


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.

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role. 

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