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Tax Manager

Toronto, ON

Type: AF - Accounting & Finance Job Number: 15032

Our client, a US investment management company, is looking for a Tax Manager based in Downtown Toronto. The role  reports to AVP-  Tax  Compliance.

Job Summary-

1. Supports  the Fund Tax department, in the oversight of investment tax compliance and Excel based models for the preparation of distributions and regulatory reports for the mutual, pooled, segregated and exchange traded funds. 

2. Supports continuous improvement initiatives of the department and works collaboratively with Transfer Agency, Fund Accounting, Fund Reporting, Investments Administration, Product Development & Management, Data Management, Corporate Finance, Legal, Compliance, Marketing and other counterparts within the organization.

Key Responsibilities / Duties:

• Ensure fund distribution calculations, tax provisions, tax returns and related working papers and underlying files are complete and accurate

• Provide tax opinions to the product teams pertaining to tax treatment of financial instruments

• Provide tax support for the organization by researching, analyzing and implementing investment tax planning ideas

• Analyze impact of new tax legislation and implement processes and procedures to address changes

• Collaborate with management to research and resolve complex distribution or tax related issues

• Document and implement internal control policies and procedures, and ensure all process documentation is upto date

• Review tax related language and disclosure in funds’ simplified prospectus, financial statements and other regulatory documents

• Coordinate tax audits for internal and external auditors

• Ensure annual HST blended rate calculations and file SLFI returns are complete and accurate

• Recommend continuous improvement for existing processes

• Review materials for presentation to senior management, the Audit Committee and the Fund Board

• Review corporate action tax analysis and review appropriate elections

• Review sales and marketing materials, as required

• Participate in special projects and other duties, as assigned

Work Experience / Knowledge:

• Minimum five years of professional experience within the investment funds industry is required

• Advanced computer skills,  expert proficiency especially in Excel and other Microsoft Office products required; knowledge of VBA an asset

• Knowledge of fund accounting and fund reporting required

• Experience with T2/T3 TaxPrep software preferred

• Practical knowledge of Income Tax Act (Canada), NI 81102 and OSC regulations preferred

Skills / Other Personal Attributes Required:

• Strong leadership skills and team player

• Excellent analytical and problem solving skills

• Strong interpersonal and communication skills, strong customer focus with ability to build relationships internally and externally

• Highly organized and detail oriented

• Self-motivated and energetic with a positive attitude

• Ability to meet tight deadlines and to perform confidently under pressure

• Willing to learn and ability to work independently

• Ability to prioritize and delegate appropriately


• University degree required, preferably in a relevant field (or equivalent work experience)

• Completion of an accounting designation preferred

• Completion or enrollment in the CICA In-Depth Tax Course an asset

Working Conditions:

• Overtime will be required as deadline demand

Salary Offered:
  • CAD 85-95k 
  • Bonus up to $15k 

Please apply with the job title in the subject line to Ruchika Kohli on


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