Accounting, Tax

Our client is a leading global asset management client. They are looking for a Tax Manager, Investment Funds to join their team
 
Strong mentorship and learning opportunities working closely with the Head of Investment Tax
Position has a lot of visibility across the bank and executive stakeholders
Responsible for overseeing funds' mock and year-end distribution review process by acting as a key contact person to liaise with fund administrator, external tax advisors, and internal wealth management business partners. Understand the fund accounting and the implication to tax distribution.
Review and file T3 tax returns and related tax forms for funds prepared by external tax advisor.
Knowledge of the investment fund industry and familiarity with various asset classes including mutual fund trusts and mutual fund corporations.
Primary contact for foreign tax agents and ensure tax compliance in foreign jurisdiction.
Track and maintain proper audit trail of tax issues and matters. Reviews certain corporate actions for proper treatment. Provide advice on the proper handling of complicated corporate actions.
Work closely with external auditors on year end and interim audits from a tax perspective, and with tax authorities on notice of assessments, audits and other tax matters.
Assist in reviewing tax-related disclosures in fund prospectuses, offering documents, and related legal documents.
Respond to tax inquiries from internal business partners. This includes maintaining strong relationships with Corporate Tax and Wealth Tax Operations.
Assist in establishing and maintaining proper policies, procedure and ensure controls are executed in managing tax risks.
Work with vendor manager to handle engagement letters, fee approvals and vendor performance.
Keep abreast of and provide timely notification of upcoming, pending, and approved tax legislative changes.
University degree in accounting, taxation, or a related business administration discipline. Enrolment or completion of CICA in-depth tax courses I and II is an asset.
~4 - 6 Years investment funds related tax experience in a major accounting firm, asset manager or fund administrator.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
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the individual’s skill sets, experience and training;
office location and other geographic considerations;
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.