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Director, Management Equity Finance and Tax –

1 day ago

Waterloo, Ontario, Canada SLC Management Full time US$128,600 - US$192,400

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.  

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset.  As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Job Description:

WHAT IS IN IT FOR YOU:

As a Director, Management Equity Finance and Tax you will support the financial and tax operations of its Management Equity Plan (MEP). This role plays a critical part in ensuring accurate financial reporting, tax compliance, and stakeholder communication across SLC's legal entities and ownership structures. The ideal candidate will support the development and implementation of robust tax reporting and communication processes, within tight deadlines, for the management equity plan at SLC Management. An understanding of the different tax treatments for flow through entities (such as partnerhips/LLCs), corporations and hybrid entities will be key to being able to deliver in this role. As the MEP is complex this role will require close collaboration with internal and external business partners to ensure the required information and tax fiings are delivered in an efficient and well-controlled environment.

WHAT YOU WILL DO: 

Financial Reporting & Analysis

  • Support the MD in preparing MEP-related financial commentary based on taxable income and distributions.

  • Analyze and reconcile accounting vs. taxable income differences and prepare simplified summaries for internal and external stakeholders.

Tax Compliance & Advisory

  • Coordinate with external tax advisors to ensure timely and accurate tax filings for all entities and provision of ensure information from them to SLC for financial reporting and personal tax reporting purposes.

  • Coordinate with SLC Legal team to ensure compliance with Corporate and partnership filing, board reporting requirements and ensure the outsourced tax compliance firm is receiving all the information it needs in an efficient manner.

  • Support the tax settlement process and partner with SLC and Corporate Treasury on the timing and amount of cash needs.

Stakeholder Engagement

  • Act as a liaison between HR, Finance, Corporate Tax, Affiliate Tax, and external advisors to gather and disseminate financial and tax data.

  • Coordinate with affiliates, external tax advisors and SLF Corporate Tax team to understand the various data needs and develop a robust data repository to efficiently and effectively share information between parties.

  • Prepare quarterly tax analysis and commentary to support MEP participant communication, filings and payments on account.

Process Optimization

  • Contribute to the development and implementation of streamlined reporting and communication processes.

  • Identify opportunities to enhance the efficiency and accuracy of tax provision and settlement workflows.

WHAT YOU WILL NEED TO SUCCEED:

  • CPA or equivalent designation strongly preferred.

  • 8+ years of experience in finance or tax roles, ideally within asset management or financial services and ideally with a strong tax competent to their work

  • Must have a good understanding of the principals of the US tax system and ideally international tax experience

  • Strong understanding of tax-to-IFRS differences and legal entity structures (e.g., partnerships, corporations/hybrids).

  • Proven ability to manage external vendors and cross-functional teams.

  • Excellent analytical, communication, and stakeholder management skills.

  • For US applicants the base salary range is $128.6k - $192.4k

Why SLC Management?

  • Opportunity to work for a growing global institutional asset manager
  • Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
  • Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
  • A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
  • The opportunity to move along a variety of career paths with amazing networking potential
  • Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., "Best Places to Work" by Glassdoor, Award for Excellence for Mental Health at Work, "Best Places to Work in Money Management" by Pension & Investments

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Job Category:

Finance

Salary Range

110,000/ ,000/180 000

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.