Tax - Manager, Tax

Why Join Trez Capital?

Founded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions in Canada and the United States. For over 25 years, we have consistently provided developers and owners with flexible short-to-mid-term financing. Trez Capital also offers private and institutional investors strategies to invest in a variety of opportunistic, fully secured mortgage investment funds and investment assets. We have built our reputation on doing what we say, with a results-oriented approach to everything we do. We are building a better future as we proudly build better places for people to live, work and play. We are committed to our values – Trust, Respect, Excellence, and Zest - in all that we do. Trez offers a dynamic work environment with opportunities for growth and a competitive compensation package.

We pride ourselves on our relationships and are passionate about providing exemplary client service, creating loyal and satisfied investors and borrowers and fostering a collaborative environment in which our employees can excel. We believe in hiring the best people who are as committed to creating incredible experiences for our clients and our team members. We set bold goals and deliver results.

The Manager, Tax is responsible for assisting with tax compliance, tax planning and providing support for the accounting for income taxes for a wide variety of entities, including investment funds, limited companies, partnerships and joint ventures in Canada and the US. Reporting to the Vice President, Tax, the Manager works closely with Fund Accounting, Corporate Accounting, Investor Services and the Management Committee, to provide tax expertise for the development of new funds and initiatives and to oversee tax compliance for the various entities.

The successful candidate:

• Assists with all tax compliance requirements, including preparing and filing federal, international, state and provincial income tax and other returns, including all related analysis and support and coordinating with external tax advisors.
• Supports Trez in its compliance with all tax related requirements, including instructing staff on unusual tax responsibilities such as commodity tax self-assessments, tax restructurings and rebate filings.
• Assists in ensuring appropriate internal controls are in place over tax compliance and accounting for income taxes.
• Facilitates all interactions with the CRA and other tax authorities for tax audits and filings.
• Works with the CFO team and external tax advisors to establish tax planning structures for new and existing funds and investments and various JV deals in Canada and the US.
• Collaborates and provides tax expertise on new product development and analyses ad-hoc strategic opportunities from the tax perspective.
• Supports Investor Services with tax planning and investor tax compliance.
• Supports the Treasurer with tax planning issues and considerations.

Qualifications and Experience:

• Bachelor of Commerce, with a specialization in Finance or equivalent qualifications.
• CPA
• 5 - 7 years of related work experience.

Core Competencies (Knowledge, Skills & Abilities):

• Superior analytical and problem-solving skills.
• Ability to manage challenging workloads in an entrepreneurial environment and deliver results.
• Superior interpersonal and relationship management skills.
• Excellent written and verbal communication skills.
• Ability to think strategically, generating and applying unique business insights and opportunities.
• Ability to work accurately and with keen attention to detail.
• Ethical and credible, with a high degree of personal and professional integrity.
• Computer skills; proficiency in Microsoft Office, with advanced Excel.

A competitive total rewards package will be on offer for the successful candidate including a base salary range between $118,320-$177,480 plus benefits.