Tax Associate

SGGG Fund Services Inc. (SGGG-FSI) is currently seeking to fill a full-time permanent position for the role of Tax Associate. 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 Associate 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.Core ResponsibilitiesDevelop a professional and productive relationship with existing and potential clients, auditors and SGGG-FSI staffParticipate, 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 processesWork to continually improve the processes associated with your assigned functionsParticipate in the Tax Onboarding process (T3, T5013 and GST/HST returns) for new funds as well as conversionsAssist clients on registrations for T3, T5013 and GST/HST formsWhen required liaise with the Fund Valuation team to obtain the necessary information for existing clients in case of organic growth of fundsEnsure the database of new funds is accurately maintainedAssist the Fund Valuation Teams with preparation of mock and year-end distribution calculationsAssist with preparation of T3, T5013 Returns and T1134 formsLiaise with the Team preparing tax slips to ensure consistent timelineAssist with preparation of GST/HST calculations and returnsEnsure all procedures are, without exception, followed accurately and consistently, and proper back- ups are includedAssist in continuous development of T3, T5013 and GST/HST moduleKeep informed of any new legal, regulatory, or industry changes that may impact day-to-day workAny other adhoc projects, reports or tasks as assignedQualifications1+ years of fund administration experiencePost-secondary education in finance/accounting fieldCSC 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 ExcelClear and fluent communication skills (written, verbal) are essential to this roleWork with minimal supervision to prioritize and manage workEffective member of a teamThrives in a fast pace working environment with competing deadlinesSuperior communication and interpersonal skillsStrong attention to detailAbout SGGG Fund Services Inc.SGGG Fund Services is Canada’s largest independent administrator of alternative funds with $100 billion (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.We have repeatedly earned Top Hedge Fund Administrator at the Canadian Hedge Fund Awards, and have been named to several national Great Place to Work lists.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.How to ApplyPlease submit your resume via our careers portal: Careers - SGGG Fund Services Inc.Number of positions: 2This position is a new headcount created to support growth.Anticipated start date: TBDHire contingent on successful completion of a background check (employer paid)Pre-Hire Knowledge Assessment RequirementTo 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.AI DisclosureWe use AI-enabled tools to sort applications based on job-related criteria. A human decides who moves forward. Some AI proctored tests may also be scored with AI; Trained staff review the scores before any decision is made.IDEA & Accommodations (AODA)SGGG-FSI supports a workplace that respects inclusion, diversity, equity and accessibility (IDEA). 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. #J-18808-Ljbffr