Mutual Fund Accountant- T3/T2 Taxation
5 hours ago
Are you skilled in Canadian management and taxation of investment funds? Apply Now Working with one of our top financial clients, this role calls for a Mutual Fund Accountant focused on T3 and T2 Taxation. This position involves validating complex financial and tax data for mutual funds, ensuring regulatory compliance, and supporting accurate financial statement reporting and tax filings. The role requires a blend of analytical expertise and detailed knowledge of Canadian income tax laws to manage ongoing fund accounting and taxation processes effectively, with scope for extension and potential full-time conversion. Responsibilities Review and ensure the accuracy and timeliness of financial statements in compliance with regulatory standards. Prepare and file T3 and T2 tax returns accurately and on schedule, adhering to the Canadian Income Tax Act. Conduct detailed analysis of complex corporate actions affecting mutual funds, including their accounting and tax implications. Calculate and analyze income and capital gains distributions for mutual fund trusts, corporations, and pooled funds, ensuring compliance with tax legislation. Determine tax factors for various fund classes and unitholder distributions, enhancing the accuracy of T3 unitholder filings. Support regulatory and internal audits by providing detailed, validated financial and tax data. Collaborate with cross-functional teams to ensure compliance with regulatory changes and industry standards. Desired Skill-Set Extensive knowledge of the Canadian Income Tax Act and related regulatory requirements. Significant investment fund accounting experience, with 3-5 years of relevant expertise. Proven experience in preparing, reviewing, and analyzing financial statements and notes for investment funds. Strong understanding of mutual fund distributions, tax returns, and related tax impact assessments. Working knowledge of IFRS standards and their application to investment funds. Proficiency with Microsoft Office (Word, Excel) and relevant accounting software. Excellent verbal and written communication skills, high attention to detail, and strong critical thinking abilities. Nice to Have Experience with TaxPrep software. Progress towards or holding a professional accounting designation (e.g., CMA, CGA). Certifications such as CIFC or CSC. Familiarity with operational tools and automated systems used within the industry. Knowledge of derivatives and securities industry regulations impacting fund reporting. BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled. #J-18808-Ljbffr
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Mutual Fund Taxation Accountant – T3/T2
5 hours ago
Toronto, Canada BeachHead Full timeA leading financial recruitment agency in Canada is seeking a Mutual Fund Accountant skilled in Canadian taxation. This role involves validating financial and tax data for mutual funds, ensuring compliance with regulations, and preparing T3 and T2 tax returns. Ideal candidates will have 3-5 years of investment fund accounting experience and a strong...
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VP, Fund Taxation
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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...
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VP, Fund Taxation
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VP, Fund Taxation
5 hours 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...
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Staff Accountant
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Toronto, Canada TorontoJobs.ca Recruitment Division Full timeOverview Our client, a mid-sized public accounting firm, is seeking a Staff Accountant with one to two years of Public Practice experience. The candidate should apply work experience and demonstrate aptitude to learn Accounting, Assurance and Compilation standards and Taxation, perform assigned tasks, and seek assistance when required. The role is designed...
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