Tax Manager, Investment Funds POST NUMBER: 460760
Our client is a leading global asset management client. They are looking for a Tax Manager, Investment Funds to join their team!
Why Work Here
- Strong mentorship and learning opportunities working closely with the Head of Investment Tax
- Position has a lot of visibility across the bank and executive stakeholders
- Fantastic cross-functional and promotional opportunities across the company
About the Opportunity
- Responsible for overseeing funds' mock and year-end distribution review process by acting as a key contact person to liaise with fund administrator, external tax advisors, and internal wealth management business partners. Understand the fund accounting and the implication to tax distribution.
- Review and file T3 tax returns and related tax forms for funds prepared by external tax advisor.
- Knowledge of the investment fund industry and familiarity with various asset classes including mutual fund trusts and mutual fund corporations.
- Review HST returns and PFIC factors.
- Primary contact for foreign tax agents and ensure tax compliance in foreign jurisdiction.
- Track and maintain proper audit trail of tax issues and matters. Ensures proper follow through and issues resolution.
- Reviews certain corporate actions for proper treatment. Provide advice on the proper handling of complicated corporate actions.
- Work closely 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.
- Respond to tax inquiries from internal business partners. This includes maintaining strong relationships with Corporate Tax and Wealth Tax Operations.
- Assist in establishing and maintaining proper policies, procedure and ensure controls are executed in managing tax risks.
- Work with vendor manager to handle engagement letters, fee approvals and vendor performance.
- Keep abreast of and provide timely notification of upcoming, pending, and approved tax legislative changes.
- Strong attention to detail and ability to work with precision and meet tight deadlines.
About You
- University degree in accounting, taxation, or a related business administration discipline. Enrolment or completion of CICA in-depth tax courses I and II is an asset.
- 4 - 6 Years investment funds related tax experience in a major accounting firm, asset manager or fund administrator.
$130,000 - $150,000/year
How to Apply
Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.
When referencing this job, quote #460760
You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
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Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.