Taxation Director

3 weeks ago

Toronto, Ontario, Canada CI Financial Full time

At CI Financial, we are seeking a highly skilled Taxation Director to join our team. The successful candidate will be responsible for managing all fund taxation aspects for all CI mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds.

Key Responsibilities:

  • Manage monthly, quarterly, and annual tax distribution and allocation cycle for mutual funds, ETFs, and closed-end funds.
  • Manage mock and final distributions calculation review for year-end.
  • Manage distribution rates review against transfer agency system; including year-end tax factors and tax slips.
  • Review and filing fund tax returns.
  • Manage year-end audit and CRA audit.
  • Review quarterly distributions and valuations of quarterly funds.
  • Review tax-related fund projections, i.e., fund launches, fund mergers, fund termination, corporate actions, etc.
  • Ensure tax documents are completed (i.e., W8 BENE, CRS, W9, tax IDs).
  • Review CI tax optimizer tool and other tax-related enhancements.
  • Review tax disclosure in prospectuses and legal documentation.
  • Assist in HST blended rate calculation.
  • 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.

Requirements:

  • Minimum 7 years of financial services industry experience, especially Canadian Mutual Funds/ETFs, in various roles such as accountant, fund accounting manager, and portfolio administrator. Experience in big accounting firms is an asset.
  • Experienced with a wide variety of products such as structured products, closed-end funds, flow-through limited partnerships, ETFs, etc.
  • Ability to implement policies and procedures to maintain compliance with various regulations.
  • Education level: Bachelor's degree.
  • Accounting designation is an asset.
  • Additional/special/professional courses: CSC.
  • Technical skills and level: Microsoft Office, MCH, and E-Horizon, Reuters, Bloomberg.
  • General knowledge and level: Financial instruments/markets; (fund) accounting principles and practices, IFRS.
  • Strong organizational, interpersonal, and communication (written and oral) skills.
  • Excellent attention to detail and consistent high level of accuracy.
  • Proven ability to work independently as well as with a team, under pressure, and with time-sensitive deadlines.
  • Sound professional judgment, professionalism, and integrity.
  • Able to work in a high-performance culture.
  • Open to and comfortable with constantly evolving and changing priorities and new challenges.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

What We Offer:

  • Modern HQ location within walking distance from Union Station.
  • Flexible & Hybrid Work Program.
  • Equipment Purchase Program.
  • Training Reimbursement.
  • Paid Professional Designations.
  • Employee Share Purchase Program (ESPP).
  • Corporate Discount Program.
  • Enhanced group benefits.
  • Parental Leave Top–up program.
  • Fitness membership discounts.
  • Volunteer paid Days.
  • Complimentary vending machines.

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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