Tax Policy Expert

16 hours ago


Vancouver, British Columbia, Canada Nicola Wealth Full time

We are seeking a highly skilled Senior Tax Policy Specialist to join our Fund Accounting team at Nicola Wealth. This role is responsible for providing expert guidance on tax matters related to our proprietary mutual funds and Limited Partnerships.

Key Responsibilities:
  • Coordinate and manage tax due diligence on new investment opportunities with Portfolio Managers in conjunction with external tax advisors.
  • Prepare technical memos for internal use, including analysis of tax implications and recommendations.
  • Support the identification and documentation of key internal controls and policies regarding tax.
  • Collaborate with the Director, Fund Accounting to ensure accurate and timely tax compliance for all clients.
Requirements:
  • A minimum of 5 years of relevant experience, preferably in public practice or financial services.
  • Exposure to various asset classes, including private capital and real estate, and fund structures such as Mutual Fund Trusts and LPs.
  • Undergraduate degree and professional accounting designation, with completion of the CPA In-Depth Tax Program (IDTP) preferred.
  • Solid understanding of Canadian and/or US tax laws, with cross-border tax compliance an asset.
  • Project management skills and ability to multi-task efficiently, with excellent communication and collaboration skills.

The ideal candidate will have a strong track record of delivering high-quality tax advice and support, with excellent analytical and problem-solving skills. They will also be able to work effectively in a team environment, with a collaborative approach to achieving business objectives.

What We Offer:

Nicola Wealth offers a competitive salary package, including an estimated $120,000 - $150,000 per year, depending on experience. Our firm values diversity, equity, and inclusion, and we are committed to creating a workplace that is welcoming and respectful to all employees. We offer a comprehensive benefits package, including health and dental insurance, retirement savings plan, and paid time off.



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