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Senior Manager and Manager
3 months ago
Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. As a Senior Manager, Tax you will help our clients get the best that Nicola Wealth has to offer, and you will receive the same in return.
You will be the go-to resource for internal and external stakeholders relating to all tax matters and deliverables for a diverse portfolio of proprietary mutual funds and Limited Partnerships.
Be the go-to tax resource in the organization as it relates to funds and LPs, with working knowledge of client’s tax issues relating to the funds.
Strong understanding of the unique characteristics of our funds and corporate structure and a subject matter expert within the team on technical tax-related matters.
Co-ordinate and contribute and manage tax due diligence on new investment opportunities with Portfolio Managers.
Oversee the identification and documentation of key internal controls and policies regarding tax.
Oversee the tax slip cycle, ensuring all clients’ T3, T5013, NR4, and RL-16 slips are free from misstatement and are distributed in a timely manner.
Canadian trust, partnership, corporate income tax, and GST tax returns.
Manage and complete various other tax initiatives and completing tax forms as required e.g. Build and maintain excellent working relationships with external service providers, including our fund administrator, auditor, tax advisor etc.
Exposure to various asset classes (including private capital & real estate) and fund structures (specifically Mutual Fund Trusts & LPs).
Undergraduate degree and professional accounting designation.
Completion of CPA In-Depth Tax Program (IDTP) preferred.
A solid understanding of cross-border tax compliance.
Excellent project management skills and an ability to multi-task efficiently.
Skilled collaborator and a desire to help audiences with varied degrees of technical expertise.
Ability to draft up internal control documentation and reports.
plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
