VP, Fund Taxation
8 hours 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
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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...
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VP, Fund Taxation
5 days ago
Toronto, Canada CI Financial Corp. Full timeJob Description Job Description Description 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...
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Mutual Fund Accountant- T3/T2 Taxation
15 hours ago
Toronto, Canada BeachHead Full timeAre 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...
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Toronto, Canada CI Financial Corp. Full timeA leading financial services firm in Toronto is seeking a Vice President, Fund Taxation to lead all taxation matters across investment products. The role involves defining taxation strategy, ensuring compliance, and collaborating with various teams. Candidates should have strong leadership skills, a background in finance or accounting, and relevant tax...
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Toronto, Canada CI Financial Corp. Full timeA leading financial services firm in Toronto is seeking a Vice President, Fund Taxation to lead all taxation matters across investment products. The role involves defining taxation strategy, ensuring compliance, and collaborating with various teams. Candidates should have strong leadership skills, a background in finance or accounting, and relevant tax...
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Mutual Fund Taxation Accountant – T3/T2
15 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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Senior Manager Fund Taxation
8 hours ago
Toronto, Canada Mackenzie Investments Full timeAn established industry player is seeking a Senior Manager for Fund Taxation to lead a team in ensuring compliance and reporting for investment vehicles. This role offers the opportunity to work in a hybrid environment, collaborating with various stakeholders while managing complex tax issues. The ideal candidate will have a strong background in tax...
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Director, Capital Markets Taxation
1 week ago
Toronto, Canada Scotiabank Full timeRequisition ID: 191870 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Hiring Details**: - Department: Global Taxation - Reports to: VP, Capital Markets Taxation & Global Tax Disputes - Direct reports: Senior Manager, Capital Markets Taxation and Tax Disputes **Job Purpose**: This role supports the VP,...
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Director, Capital Markets Taxation
3 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 191870 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Hiring Details**: - Department: Global Taxation - Reports to: VP, Capital Markets Taxation & Global Tax Disputes - Direct reports: Senior Manager, Capital Markets Taxation and Tax Disputes This role supports the VP, Capital Markets...
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Manager, Private Assets Taxation
5 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 231559 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Provide strategic and technical support on taxation matters related to Scotia Global Asset Management (SGAM) private asset investment products. You will assist the Senior Manager in making decisions on tax-related...
