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Fund Tax Manager

2 months ago

Old Toronto, Canada BlackRock Full time
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About this role

Reporting to Tax Director, provide Canadian tax compliance oversight and advisory services related to Canadian funds (including Canadian ETFs, retail mutual funds, institutional pooled funds and separately managed accounts) and corporate entities. including the review of mock and final distribution calculations, investor tax reporting and tax returns prepared by outside service providers.

Manage tax related aspects of fund financial statement audits and disclosures.Oversee the work performed by external tax service providers. Regularly evaluate performance and recommend process improvements where necessary.Monitor, identify and minimize tax risks and issues related to funds and investors, proactively work with internal business partners in designing policies, controls and procedures to mitigate tax risks and improve compliance process. Document and maintain records of tax policies and procedures.Review and manage timely filing of investment fund GST/HST tax returns and computation of annual blended GST/HST rates and respond to GST/HST inquiries from internal business partners.Review tax-related disclosures in fund prospectuses, offering documents, and marketing materials and related legal documents.Support business partners on tax related matters including proposed product changes and initiatives.Keep abreast of Canadian and international tax development that impact investment funds and fund investors; research and interpret tax changes and support the implementation of such changes into existing procedures, controls and workflows.
Qualification requirements
  • Minimum of 5 years' experience in Canadian income tax in a public accounting firm and/or asset management industry with strong tax compliance experience
  • Quick learner and self-motivated person who takes initiative and can work independently
  • Strong project planning and management skills
  • Excellent written and oral communication skills
  • Advanced knowledge of Microsoft Excel
  • Must be able to work effectively in a demanding, fast-paced and complex environment, handling multiple tasks and projects concurrently and resolving issues that cut across the organization, while maintaining highest standards and attention to detail.
    This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

    For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.