Tax, Canadian Funds – Senior Tax Specialist
1 week ago
We are seeking an experienced and talented tax professional to join our Fund Finance Tax Services group in a newly created role. This position will play a key part in supporting iCapital's Canada expansion strategy.
About the OpportunityThis role involves coordinating with internal stakeholders and external advisors to ensure tax compliance is met and effective structuring is in place for our investors and partners. The successful candidate will also drive continuous improvement throughout the processes.
Responsibilities- Coordinate federal and provincial filings for all Canadian funds, including T5013, T3, T5008, indirect taxes, and non-resident withholding obligations.
- Assist in tax due diligence and compliance model setup for Canadian fund launches.
- Manage non-resident withholding obligations, reviewing applicable tax treaty rates, calculating withholding tax, and collaborating with teams to ensure correct withholding amounts are submitted on time.
- Oversee annual indirect tax filings and investor outreach.
- Provide timely analysis and responses to investor tax inquiries.
- Manage external service providers and various tax projects as required.
- Coordinate with financial statement auditors and manage tax assessments and audit matters related to the funds.
- Analyze and monitor changes in legislation impacting iCapital, leading communication and projects arising from these changes.
- A professional accounting designation (CPA or equivalent) is required.
- 5+ years of experience in Canadian partnership and mutual fund/unit trust taxation.
- Strong understanding of various structures used for Canadian partnership and mutual fund trusts that invest in foreign funds.
- Excellent communication, organization, and analytical skills.
- Able to work with minimal supervision, exercise judgment, and make decisions while assessing risk and its impact.
iCapital offers a comprehensive benefits package, including a competitive total compensation package consisting of salary, bonus, and equity. The company pays 100% of the premium for all Group Benefits for employees and their dependents, which includes medical, dental, vision, prescription, life insurance, and long-term disability. We offer a variety of Retirement Plans, some of which have a company match. Employees can enjoy unlimited Paid Time Off (PTO) and flexible work arrangements.
iCapital values diversity and inclusion, providing equal opportunities to all applicants without discrimination based on race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, age, marital status, family status, or disability.
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