Tax Manager, Investment Funds

3 weeks ago

Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role

We are seeking a skilled Tax Manager, Investment Funds to join our dynamic team at The Toronto-Dominion Bank (Canada). As a senior tax professional, you will be responsible for overseeing tax compliance for a portfolio of investment funds, including mutual funds, pooled funds, and exchange-traded funds.

Key Responsibilities

  • Act as a key contact person to liaise with fund administrators, external tax advisors, and internal wealth management business partners to ensure timely and accurate tax compliance.
  • Review and file T3 tax returns and related tax forms for TD funds prepared by external tax advisors.
  • Develop and maintain knowledge of the investment fund industry, including various asset classes, such as mutual fund trusts and mutual fund corporations.
  • Collaborate with external auditors on year-end and interim audits from a tax perspective and with tax authorities on notice of assessments, audits, and other tax matters.
  • Assist in reviewing tax-related disclosures in fund prospectuses, offering documents, and related legal documents.

Requirements

  • University degree in accounting, taxation, or a related business administration discipline.
  • 3-5 years of experience in investment funds-related tax, preferably in a major accounting firm, asset manager, or fund administrator.
  • Proven tax experience with mutual fund corporations, partnerships, trusts, regulated investment entities, various security types, and derivatives.
  • Strong technical research, analytical, and problem-solving skills.
  • Excellent communication, teamwork, and relationship-building skills.

About Us

The Toronto-Dominion Bank (Canada) offers a wide range of capital markets products and services to corporate, government, and institutional clients. We are committed to delivering value for our clients through innovation, execution, and experience. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.

Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans, such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

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