VP, Fund Taxation
4 weeks ago
VP, Fund Taxation Lead the strategic direction, governance, and execution of all fund taxation matters across CI’s suite of investment products—including mutual funds, ETFs, closed‑end funds, mutual fund corporations, and segregated funds. CI Financial is a global wealth management and asset management advisory services firm. We are committed to providing the highest‑quality investments and advice, fostering a fast‑paced environment that encourages growth and learning. What you will do Strategic Leadership Define and execute the enterprise‑wide fund taxation strategy aligned with CI’s business objectives and regulatory landscape. Serve as the senior tax authority for CI’s investment products, advising executive leadership on tax implications of product development, fund structures and corporate actions. Lead tax planning initiatives to optimize fund performance, investor outcomes, and operational efficiency. Design and execute all modernization efforts to streamline and add controls on oversight of our strategic third‑party vendors. Oversight Oversee the full tax distribution and allocation cycle—monthly, quarterly and annually—for all CI funds. Direct the review and approval of mock and final year‑end distributions, tax factors and investor tax slips. Ensure accurate and timely filing of fund tax returns and lead CRA and external audit engagements. Develop and execute policies and procedures for fund taxation. Risk & Compliance Monitor and interpret changes in tax legislation and regulatory requirements; proactively adjust policies and procedures to maintain compliance. Oversee PFIC reporting, HST blended rate calculations, withholding tax reclaims and international tax documentation (e.g. W8BEN‑E, CRS, W9). Review tax disclosure in prospectuses and legal documentation. Ensure robust internal controls and documentation standards across all fund taxation processes. Cross‑Functional Collaboration Partner with Legal, Product, Marketing, Sales, Client Services and Operations to support tax‑related inquiries and disclosures. Represent Fund Taxation in enterprise initiatives including fund launches, mergers, terminations and system enhancements. Lead the enhancement of CI’s tax optimization tools and reporting platforms. Team & Vendor Management Lead and mentor a high‑performing tax team, fostering a culture of accountability, innovation and continuous improvement. Manage relationships with external tax advisors, custodians and service providers to ensure timely and accurate tax reclaim filings and information exchange. What we offer Modern HQ location within walking distance from Union Station Training Reimbursement Paid Professional Designations Employee Savings Plan (ESP) Corporate Discount Program Enhanced group benefits Parental Leave top‑up program Paid time off for volunteering CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416‑364‑1145 ext. 4747. Location: Toronto, Ontario, Canada Offer: CA$250,000.00 – CA$265,000.00 per annum. #J-18808-Ljbffr
-
VP, Fund Taxation
4 weeks ago
Toronto, Canada CI Financial Full timeVP, Fund Taxation Lead the strategic direction, governance, and execution of all fund taxation matters across CI’s suite of investment products—including mutual funds, ETFs, closed‑end funds, mutual fund corporations, and segregated funds. CI Financial is a global wealth management and asset management advisory services firm. We are committed to...
-
VP, Fund Taxation
4 weeks ago
Toronto, Canada CI Financial Full timeVP, Fund Taxation Lead the strategic direction, governance, and execution of all fund taxation matters across CI’s suite of investment products—including mutual funds, ETFs, closed‑end funds, mutual fund corporations, and segregated funds. CI Financial is a global wealth management and asset management advisory services firm. We are committed to...
-
Toronto, Canada CI Financial Full timeA leading global wealth management firm in Toronto is seeking a VP of Fund Taxation to lead the strategic direction of fund taxation across various investment products. The position involves overseeing compliance, managing a high-performing team, and collaborating with cross-functional departments to optimize fund performance. Competitive salary ranging from...
-
Toronto, Canada CI Financial Full timeA leading global wealth management firm in Toronto is seeking a VP of Fund Taxation to lead the strategic direction of fund taxation across various investment products. The position involves overseeing compliance, managing a high-performing team, and collaborating with cross-functional departments to optimize fund performance. Competitive salary ranging from...
-
Toronto, Canada CI Financial Full timeA leading global wealth management firm in Toronto is seeking a VP of Fund Taxation to lead the strategic direction of fund taxation across various investment products. The position involves overseeing compliance, managing a high-performing team, and collaborating with cross-functional departments to optimize fund performance. Competitive salary ranging from...
-
VP, Fund Taxation
3 days ago
Toronto, Canada CI Financial Corp. Full timeDescription At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. CI...
-
VP, Fund Taxation
3 days ago
Toronto, Canada CI Financial Corp. Full timeDescription At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. CI...
-
VP, Fund Taxation
2 weeks ago
Toronto, Canada CI Financial Corp. Full timeDescription At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing...
-
VP, Fund Taxation
2 weeks ago
Toronto, ON MJ A, Canada CI Financial Corp. Full time $120,000 - $180,000 per yearDescriptionAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. CI...
-
Toronto, Canada CI Financial Corp. Full timeA leading financial services firm in Toronto is looking for a Vice President, Fund Taxation. This role demands strong strategic leadership in fund taxation, overseeing compliance and tax distribution. Candidates should have extensive experience in tax legislation and operational efficiency, alongside a graduate degree in finance or accounting. The firm...
