SGGG Fund Services Inc. (SGGG-FSI) is currently seeking to fill a temporary position for the role of Tax Co-op. The successful candidate joining our experienced team will be energetic, enthusiastic, and reliable. They will have the opportunity to learn and grow with our organization.
Under the direction of the Manager, the Tax Co-op is primarily responsible for preparing and reviewing tax calculations and returns, assisting with tax onboarding of new clients and participating in continuous development of tax modules in Diamond. Fund Accounting is the foundation of all the work we do in Fund Valuation. For Tax, you will require foundational knowledge of Fund Accounting, which will be provided before Tax training begins.
As a member of SGGG-FSI’s Tax team, you will continually develop a working knowledge of tax matters for different fund structures.
Minimum of 8 months consecutive work term is required.
Core Responsibilities
Develop a professional and productive relationship with existing and potential clients, auditors and SGGG-FSI staff
Participate, learn and demonstrate competency in all assigned company training. Including our centralized Fund Accounting course, which form the basis for your work on the Tax Team.
Keep management informed of any issues that could have an impact on current processes
Work to continually improve the processes associated with your assigned functions
Participate in the Tax Onboarding process (T3, T5013 and GST/HST returns) for new funds as well as conversions
Assist clients on registrations for T3, T5013 and GST/HST forms
When required liaise with the Fund Valuation team to obtain the necessary information for existing clients in case of organic growth of funds
Ensure the database of new funds is accurately maintained
Assist the Fund Valuation Teams with preparation of mock and year-end distribution calculations
Assist with preparation of T3, T5013 Returns and T1134 forms
Liaise with the Team preparing tax slips to ensure consistent timeline
Assist with preparation of GST/HST calculations and returns
Ensure all procedures are, without exception, followed accurately and consistently, and proper back- ups are included
Assist in continuous development of T3, T5013 and GST/HST module
Keep informed of any new legal, regulatory, or industry changes that may impact day-to-day work
Any other adhoc projects, reports or tasks as assigned
Qualifications
Post-secondary education in finance/accounting field
CSC or IFIC Mutual Funds Operations course (an asset, but not required)
Professional designation (an asset, but not required)
Intermediate to advanced Microsoft Office skills – particularly Excel
Clear and fluent communication skills (written, verbal) are essential to this role
Work with minimal supervision to prioritize and manage work
Effective member of a team
Thrives in a fast pace working environment with competing deadlines
Superior communication and interpersonal skills
Excellent Client service skills
Strong attention to detail
About SGGG Fund Services Inc.
SGGG Fund Services is Canada’s largest independent administrator of alternative funds with $95 billion (CAD) under administration. Using Diamond, our proprietary fund administration software, SGGG-FSI’s 385 employees provide full-service fund administration to clients from our headquarters in Toronto and affiliate offices in Cayman, the United States, and India. Our vision is to be the first choice for fund administration.
We have repeatedly earned Top Hedge Fund Administrator at the Canadian Hedge Fund Awards, and have been named to several national Great Place to Worklists, including:
• 14th Overall in Canada
• Best in Ontario
• Best in Financial Services & Insurance
• Best for Inclusion
• Best for Today’s Youth
• Best for Women
• Best Managed by Women
Our total compensation package includes a competitive base salary, an annual bonus, health and dental benefits for employees and their families, life + AD&D + travel insurance, and a group retirement plan. We encourage and support professional growth, career development, and learning opportunities for our staff.
Our office is in the heart of downtown Toronto. We have adopted a hybrid work model that offers great flexibility between working remotely or in the office.
Hire contingent on successful completion of a background check
Pre-Hire Knowledge Assessment Requirement
To ensure candidates possess the foundational skills necessary for success in this role, applicants selected to move forward will be required to complete a pre-hire knowledge assessment. Candidates must meet the benchmark score required to advance in the hiring process. Those who do not meet the benchmark will not be considered for further stages.
SGGG-FSI supports a workplace that respects diversity and inclusion. We appreciate the unique perspectives and experiences each of our employees bring to the job, and our success is underpinned by their contributions to our culture and our values.
SGGG-FSI welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
