Tax Expert for Investment Funds
2 weeks ago
About the Role
We are seeking a highly skilled Tax Expert to join our team in Canada. As a Senior Manager, Tax Reporting & Planning, you will play a crucial role in ensuring the compliance of Canadian investment funds with all applicable tax regulations.
Key Responsibilities
- Oversight of monthly/quarterly/mock/year-end distributions for the investment funds
- Management of compliance in all tax areas, including investor tax slips reconciliation and reporting, FATCA/CRS, annual tax returns for trusts, corporations, and limited partnerships, GST/HST filings, and other tax filings as required
- Review and guidance on fund specific transactions, such as daily corporate actions, fund mergers, etc.
- Liaison with internal clients, Sales and Marketing, on various initiatives, and advisory to Product Development on tax matters related to fund reorganizations and new investment product launches
- Advisory to other teams within the Tax COE on client Canadian and US tax withholdings/remittance & reporting
- Subject matter expert for tax related queries from Customer Relations Centre and/or the Sales team
- Liaison with internal, financial, and CRA auditors during audits
- Liaison with service providers and acting as a contact person with tax authorities
- Coordination and review of work performed by foreign tax agents
- Management of tax vs. GAAP differences and close collaboration with the preparation of financial statements
Requirements
- CPA designation
- A minimum of 7 years' experience in the tax practice of a public accounting firm or equivalent industry experience
- Completion of CPA In-Depth Tax Program is an asset
- Previous exposure to a full range of tax issues affecting investment funds, including GST/HST and registered products
- Knowledge of FATCA and CRS requirements, including providing guidance and reporting
- Qualified Intermediary (QI) compliance and related reporting
- Experience with tax reporting for trusts, corporations, and limited partnerships
- Advanced knowledge of MS Office applications
- Strong attention to detail and ability to work effectively while managing multiple tasks
- Innovative thinking, focused on improving control effectiveness and efficiency
- Excellent communication, relationship, influencing and interpersonal skills
Location
This position is located in Toronto, Ontario, Canada.
Salary Range
The estimated salary for this position is $120,000 - $180,000 per year, depending on experience.
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