Senior Manager, Asset Management Compliance

2 weeks ago

Toronto, Ontario, Canada Scotiabank Full time
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Title:
Senior Manager, Funds and Private Assets Taxation

As a Senior Manager, Funds and Private Assets Taxation you will provide strategic and technical support on taxation matters related to Scotia Global Asset Management (SGAM) and MD Financial Management Inc.'s (MD) mutual funds and private asset investment products.

You will also function as the decision maker on tax related matters while assessing/managing risk exposure to the organization.

You will ensure product initiatives are delivered in support of the team's business strategy and objectives while also ensuring compliance with all statutory taxation requirements and internal policies and procedures.

Ensure compliance with all federal and provincial tax laws and regulations for the MD Funds, MD Mutual Fund Corporations and MDPIM Pools and Private Asset Funds (collectively, the Funds)
Manage compliance and reporting requirements in all tax areas for the Funds including annual tax returns for the investment funds (trusts, corporate funds, and limited partnerships), tax provisions, income distributions, investor tax slips reconciliation/reporting, FATCA/CRS reporting, and managing all work by third party service providers
Lead, manage and review the monthly/quarterly/mock/year-end distributions for the Funds
Establish best processes for ensuring the timely and accurate preparation of any regulatory compliance and provide education to other functional groups on relevant tax matters
Ensure all tax reporting in the financial statements is accurate and liaise with external financial statement auditors, as needed
Coordinate and review complex tax research for the Funds including complex tax positions and fund specific corporate actions
Manage and review tax assessments and tax audit matters related to the Funds
Review all tax information and disclosures in the Funds' offering documents
Taxation SME for private asset funds, including advising the product team and related business teams on appropriate fund structuring and work with external tax advisors to conduct tax due diligence of underlying private feeder structures (domestic & foreign)
Monitor changes to legislation, inform of such changes as necessary, and support the Director and Leadership Team with respect to any initiatives that may be undertaken because of these changes
Review business processes, policies, and procedures (including those of fund accounting, client reporting and investment management) involving tax matters to ensure they are efficient and that required procedures and controls are in place
Propose changes to and/or develop new tax policies and procedures, as required
Relationship Management
Liaise with and contribute to building client relationships with department managers and their staff
Manage external service provider relationships and projects as required
Champions a high-performance environment and contributes to an inclusive work environment

Make decisions as required on tax related matters affecting the Funds while adequately assessing and managing risk exposure to the organization and clients.

8 plus years of Canadian corporate, personal and trust taxation experience is required
Completion of Levels I and Il of the Chartered Professional Accountants of Canada (CPA Canada) In-depth Tax Course is required
Completion of the Level Ill CPA In-depth Tax Course is an asset
Advanced knowledge of tax issues affecting investment funds & private assets
Experience with various computer software applications, in particular MS Office, TaxPrep and tax research software is required
An ability to work with minimal supervision, to exercise judgement and make decisions, while assessing the risk impact
Willingness to pursue continuous learning of both management and technical skills

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role.

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