Fund Tax Manager (Contract until January 2028)
Core
Manage tax compliance, distribution calculations, and tax returns for Fidelity's mutual funds, pooled funds, and ETFs in Canada.
Role type
Fund Tax Manager
Builds
Tax-compliant fund structures and accurate investor distribution reports
Domain
Asset Management / Financial Services
Required skills
Canadian tax law expertise, fund accounting, tax return preparation, tax research, regulatory compliance, stakeholder consulting
Preferred skills
Asset management industry experience, public accounting background, CICA In-Depth Tax Courses
Technologies
MS Excel, distribution review tools, CRA systems
Responsibilities
Review fund distribution calculations and T3/T2 tax returns, conduct tax research for new products and mergers, liaise with CRA to resolve assessments, implement internal tax control policies, prepare materials for Audit Committee and Board
Seniority
Mid-Senior, hands-on IC
