ID2347 - Director of Tax (Consultant)

Position Title:  Director of Tax (Consultant)

Client Details:

Our client is one of the country's leading In Financial Investment Management firms that has been helping build the foundation for a financially secure retirement. Our client has a fantastic +4.0 Glassdoor Employer rating with an amazing Culture and one Canada's Best Employers.

Role Summary:

Reporting to the Senior Director, Taxation, the role will be to responsible to manage and mitigate tax risks related to investment activities for all international Infrastructure, Real Estate and Private Equity for global operations.  

Key Job Responsibilities:

• Provide leadership in the implementation and maintenance of a complex tax risk framework that is right-sized for the organization and based on an assessment of current operational, financial and reputational tax risks.
• Responsible for  providing advice on all tax matters for all investments throughout the investment lifecycle (i.e., acquisition structure, tax efficient capital structure,  repatriation of foreign earnings, exit tax consideration across all asset classes
• Review all investment structures and strategies and catalog tax risks and related mitigants to ensure tax risk remains at an acceptable level.
• Undertake research, interpretation, and analysis to address tax issues related to investment portfolio
• Partner with the Investment division to analyze the change in tax laws and their related impact on the investment rate of returns 
• Through the above analysis, develop, propose, and/or partner with external advisors and the Investment team on appropriate actions (such as restructuring investments) that need to be undertaken to minimize the tax impact
• Write comment letters to domestic and foreign governments to influence tax policy changes
• Liaise with regulators (e.g., tax authorities), peer pension plans, industry groups, to obtain consensus on the interpretation of new legislation and, where possible, influence legislative changes to tax laws
• In collaboration with the Investment team and external tax advisors, evaluate the structuring of new investment opportunities from a tax perspective.
• Provide advice on tax issues, and assist in implementing changes to investment structures.  Create and maintain documentation to evidence the research performed and decisions made.  Revisit and review these recommendations to provide updated advice, where appropriate.
• Through the above research and analysis, propose actions to be undertaken to minimize the tax impact on investments
• Collaborate with stakeholders to identify the department's needs and define project requirements to build informative and interpretive digital solutions and data visualization to support tax risk management.
• Design effective data structure framework and develop efficient programs/codes to automate data collection and visualization
• Assist with reviews, audits, disputes, and assessments initiated and performed by the CRA and other tax authorities, domestic and foreign. Collaborate with impacted teams, as appropriate.     
• Evaluate tax advice and ensure assumptions and restrictions are adhered to.
• Develop and maintain an insightful business partnership with internal and external stakeholders, including anticipating and responding to their needs proactively. 
• Develop, monitor, and communicate the department's goals and objectives in support of divisional performance measures.
• Ensure internal controls as they relate to tax are effective and processes are efficient through review and identification / implementation of value-add solutions.
• Identify opportunities for ongoing collaboration within the Finance Division as well as with other divisions.

• Excellent communication and presentation skills
• Excellent organizational and time management skills
• Proficient with Microsoft Office products, including Power Query and PowerBI
• Chartered Professional Accountant (CPA) designation
• Completed Levels I and II of the CPA Canada In-Depth Tax Course or Master of Taxation
• Minimum of 10 years of work experience in Taxation, including Canadian, US, and International income tax, commodity tax, and withholding tax
• US, and International income tax, commodity tax, and withholding tax
• Strong knowledge of various investment classes, including real estate, infrastructure, and private equity