Senior Manager, Fund Tax Employment Type Permanent Location Toronto, Ontario Apply SHARE THIS JOB Job Description: Join a leading wealth and asset management firm renowned for its commitment to excellence in investment and fund management. This company is dedicated to empowering individuals and businesses with comprehensive wealth management solutions. With a legacy of client-focused strategies, it serves a diverse clientele, including high-net-worth individuals, businesses, and institutions, through its multiple distribution channels.
Key Responsibilities of the Senior Manager is as follows but not limited to: Oversee timely and accurate fund tax compliance for investment vehicles, including mutual fund trusts and segregated funds. Collaborate with internal teams and external providers to ensure proper tax reporting and fund distribution estimates. Conduct tax research and provide guidance on fund launches, terminations, rebalancing, and mergers.
Manage the team's delivery of fund tax services and address complex tax issues. Liaise with CRA, external auditors, tax advisors, and internal departments for tax compliance. Review and improve tax policies, procedures, and systems to enhance efficiency.
Provide ad-hoc tax analysis and support for product initiatives. TMGNY Job Requirements: 7+ years of tax services experience, preferably in the investment fund industry. Undergraduate degree in accounting, finance, or related field.
CPA or equivalent tax designation. Leadership experience, managing projects or teams. Strong knowledge of tax laws, mutual fund regulations, and industry best practices.
Advanced Microsoft Excel skills; experience with tax software is a plus. Excellent communication and problem-solving abilities. Skilled in engaging with senior finance leaders and external auditors, presenting complex information clearly and concisely.
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