Tax Co-op

SGGG Fund Services Inc., 121 King Street West, Toronto, Ontario, Canada Job Description 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 skillsStrong attention to detail About SGGG Fund Services Inc. SGGG Fund Services is Canada’s largest independent administrator of alternative funds with $95billion (CAD) under administration. Using Diamond, our proprietary fund administration software, SGGG-FSI’s nearly 400 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. 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. SGGG Fund Services Inc., 121 King Street West, Toronto, Ontario, Canada #J-18808-Ljbffr