Manager, Fund Tax
Core
Manage fund tax operations and compliance for a suite of investment products including mutual funds, ETFs, and segregated funds.
Role type
Manager, Fund Taxation
Builds
Accurate tax reporting, filings, and compliance for Canadian investment funds
Domain
Financial Services / Asset Management / Canadian Tax Law
Required skills
Fund taxation, Canadian tax regulations (CRA), T3/T5/NR4 slips, PFIC reporting, HST calculations, IFRS, fund accounting, Microsoft Excel, tax software
Preferred skills
CPA designation, experience with fund launches/mergers/terminations, tax reporting tools development
Technologies
Microsoft Excel, Tax software
Responsibilities
Coordinate monthly, quarterly, and annual fund tax distributions and allocations; Prepare and file fund tax returns (T3, T5, NR4); Ensure compliance with CRA requirements and support audit engagements; Prepare documentation for PFIC reporting and international tax forms (W-8 BEN-E, CRS, W-9); Collaborate with Legal, Product, and Operations teams on tax-related inquiries; Provide mentorship to junior tax staff; Liaise with external tax advisors and custodians
Seniority
Manager, hands-on IC
