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Senior Financial Analyst
2 months ago
About Mackenzie Investments
Mackenzie Investments is a leading diversified wealth and asset management company with a strong presence in Canada. With a unique business model and multi-channel distribution strategy, we provide a broad range of financial planning and investment management services to help Canadians meet their financial goals.
Our Vision
We have a vision to challenge the way business is done in the industry and help Canadians be successful in the ways that matter most to them. As part of our team, you will have the opportunity to do some of your best work, develop valuable skills, and give back in meaningful ways.
Our Values
We are committed to empowering our employees with the tools to thrive while working remotely. We prioritize physical and mental wellness and have been recognized as one of Canada's Top Employers by Mediacorp Canada Inc.
About the Role
We are seeking a Senior Financial Analyst - Fund Taxation to join our Fund Tax Services department. As a key member of the team, you will be responsible for tax compliance and monthly, quarterly, and annual fund distributions. You will also be a key tax resource for all of Mackenzie's and Investor's Groups products.
Key Responsibilities
- Conduct tax research and ensure domestic and foreign compliance, mutual fund, and sales tax
- Ensure the completeness, accuracy, timeliness, and consistency of fund tax department deliverables
- Accurately and timely calculate and oversee fund distributions and estimates
- Accurately and timely complete and oversee tax filings, including provincial sales tax, fund tax factors, and Canadian income tax returns
- Analyze product initiatives, such as mergers, rebalancing, and ad hoc requests
- Liaise with various parties, including administrators, CRA, external auditors, tax advisors, investment managers, product managers, and internal departments
- Focus on continuous development and process improvement
Requirements
- Undergraduate accounting, finance, or equivalent degree
- Accounting designation (CPA) or in process
- Minimum 3 years of fund taxation experience and financial services industry/mutual fund experience
- Excellent team player
- Excellent communication skills, both written and verbal
- Excellent tax research, tax preparation, and analytic skills
- Ability to handle multiple projects and tasks and continuously prioritize work
- Strong Microsoft Word and Excel skills
- Ability to build and maintain relationships with departments across the organization
- Desire to remain up to date with tax laws, regulations, and changes in the mutual fund industry
- Willingness to learn new reporting systems and seek advancements/improvements in existing processes
