Manager, Tax - TD Asset Management
Core
Overseeing tax compliance, distribution reviews, and audit support for 260+ investment funds in Canada.
Role type
Manager, Investment Funds Tax
Builds
Tax compliance and reporting for mutual funds, pooled funds, segregated funds, and partnerships
Domain
Canadian Financial Services / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Tax compliance, T3 return filing, HST/PFIC factors, foreign tax agent liaison, audit trail management, corporate action review, policy establishment, tax legislative tracking
Preferred skills
CICA tax courses, Excel proficiency, tax database applications
Technologies
Microsoft Excel, Word, MS Office, tax databases
Responsibilities
Oversee mock and year-end distribution review processes; Review and file T3 tax returns and related forms; Review HST returns and PFIC factors; Act as primary contact for foreign tax agents; Track and maintain audit trails for tax issues; Review corporate actions for proper tax treatment; Work with external auditors on tax perspectives; Assist in reviewing tax disclosures in prospectuses; Respond to internal tax inquiries; Establish and maintain tax risk policies; Keep abreast of tax legislative changes
Seniority
Manager, hands-on IC