Director of Taxation and Compliance
1 week ago
CI Financial is seeking a highly skilled Director of Taxation and Compliance to join our team. As a key member of our organization, you will be responsible for managing all fund taxation aspects for our mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds.
Key Responsibilities- Manage monthly, quarterly, and annual tax distribution and allocation cycles for mutual funds, ETFs, and closed-end funds.
- Manage mock and final distributions calculation reviews for year-end.
- Manage distribution rates reviews against transfer agency systems, including year-end tax factors and tax slips.
- Review and file fund tax returns.
- Manage year-end audits and CRA audits.
- Review tax-related fund projections, including fund launches, fund mergers, fund terminations, corporate actions, etc.
- Ensure tax documents are completed (i.e., W8 BENE, CRS, W9, tax IDs).
- Review CI tax optimizer tools and other tax-related enhancements.
- Review tax disclosure in prospectuses and legal documentation.
- Manage PFIC reporting.
- Manage external providers in tax reclaim filing documentation and other information requests.
- Develop and execute policies and procedures for fund taxation.
- Assist marketing, sales, legal, client service, and administration departments in tax-related inquiries.
- Experience in big accounting firms is an asset.
- Ability to implement policies and procedures to maintain compliance with various regulations.
- Bachelor's degree.
- Accounting designation is an asset.
- Technical skills and level: Microsoft Office, MCH, and E-Horizon, Reuters, Bloomberg.
- Able to work in a high-performance culture.
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