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Tax Director, Investment Strategy

2 months ago

Toronto, Ontario, Canada CPP Investments Full time

About CPP Investments

CPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure long-term sustainability. With current assets under management valued in excess of $500 billion, CPP Investments is one of the most respected and fastest growing institutional investors in the world.

Job Summary

The Managing Director, Investment Tax is a key partner to CPP Investments' investment departments and is responsible for providing tax support to the investment and non-investment departments investing in Canada and the US (excluding capital markets). In partnership with the Enterprise Tax team, the Managing Director is also responsible for tax issues associated with CPP Investments' operations in Canada and the US.

Key Responsibilities

  • Tax Support to Investment Departments
    • Proactively identify best-in-class tax advisors to support the specific needs of investment teams investing across Canada and the US. On-board advisors, develop relationships, provide feedback and monitor performance to ensure advisors deliver to CPP Investments' service and value expectations.
    • Maintain CPP Investments' institutional tax knowledge for Canada and the US (excluding capital markets).
    • Monitor for changes of tax law or administrative practice and communicate these changes to stakeholders within CPP Investments as well as work collaboratively to address structuring and operational requirements from changes of tax law/practice.
    • Deliver early-stage tax support as investment teams explore viability of new opportunities or dispositions. In anticipation of investing into new jurisdictions, do preparatory work with external advisors to determine the availability of certain tax privileges, understanding structuring alternatives as well as CPP Investments' tax competitiveness in that jurisdiction.
    • Provide support to investment teams in complex situations to ensure tax costs, risks and opportunities are well understood, monitor the quality of final technical opinions and tax ruling submissions and, if necessary, get involved to resolve service issues with advisors.
    • Ensure the ongoing tax management requirements for investments across Canada and the US meet CPP Investments' standards, working with internal and external partners. Identify areas for improvement and recommend pragmatic solutions.
    • Maintain post-closing internal documentation of investment structures and update for changes in law.
    • Strategic review of CPP Investments' tax filings in Canada and the US, including identifying required filings with support from the Enterprise Tax team.
    • Identify and record key tax positions taken on investments in Canada and the US in order to monitor and report on key tax risks in the portfolio.
    • Determine CPP Investments' exit tax position for investments in Canada and the US for the purposes of recording deferred tax on investments. Monitor and update these positions for changes of law or changes in expected exit strategy.
    • As necessary, provide similar support to other regions to ensure that global tax support provided to CPP Investments is balanced amongst competing priorities.
  • Broader Support across Tax Risk and Tax Strategy
    • Monitor for changes in tax law or administrative practice impacting CPP Investments' operations in Canada and the US and communicate changes to stakeholders within CPP Investments and work collaboratively with internal partners to address operational change/considerations.
    • Collaborate with other departments to ensure the ongoing tax management of CPP Investments' operations across Canada and the US meets CPP Investments' standards; identify areas for improvement and recommend pragmatic solutions.
    • Suggest changes to CPP Investments' internal policies/guidelines from a tax and operations perspective to ensure they are kept current and relevant given the evolving nature of CPP Investments' activities in Canada and the US.
    • Support the Investment Tax group's work with CPP Investments' public affairs department to advance tax strategy initiatives in Canada and the US.
    • Maintain constructive relationships with tax departments of peer organizations.
    • Build and deliver a renewable program of core training for investment professionals and other departments investing in Canada and the US to increase their tax awareness and enable them to effectively understand tax issues relevant to their investments and activities.
    • Contribute to tax risk reporting to the Board, senior management, and various internal stakeholders, as related to Canada and the US.
    • Assist in various special projects and initiatives.
    • Build and Maintain Strong Cross-Functional Relationships
      • Exhibit the confidence and professionalism to work effectively with colleagues across the organization.
      • Build the trust of the investment departments and core services teams that are directly supported.
      • Develop, maintain and manage relationships with key individuals across Finance, Operations, Legal, Public Affairs and Communications, and other Core Services groups.
      • Collaborate within the Investment Tax and Enterprise Tax teams to leverage team knowledge and experience and deliver reports to senior management on tax issues, risks and opportunities across product lines and geographies.
      • Promote collaboration and issue resolution within and across teams.

Qualifications

  • A minimum of 10 years of tax experience, with significant international and/or mergers and acquisitions tax experience.
  • A Chartered Accountant (CA) or CPA designation, a law degree or comparable professional credentials.
  • Demonstrated writing skills, strong analytical skills, creativity in written materials and strong oral presentation skills.
  • A demonstrated ability to think broadly about tax information, think through problems, assess a variety of factors and recommend solutions.
  • An ability to adapt communications style based on the audience, proven skill to synthesize complex technical concepts into plain language for non-specialist audiences.
  • Strong organizational/project management skills, and an ability to efficiently progress multiple assignments.
  • Excellent attention to detail and consistently high levels of accuracy.
  • Demonstrated personal initiative, striving to innovate and build best practices but is highly attuned to the need for pragmatic solutions.
  • Strong impact and influencing skills; ability to influence people with personal style and finesse rather than authority.
  • A continuous learning mindset with a desire to stay on top of business trends and tax technical changes.
  • Flexibility, being able to work with light supervision and adapt to change.
  • Exemplification of CPP Investments' Guiding Principles of integrity, high performance, and partnership.
  • Experience in the private investment industry would be an asset.