Step into the role of Director, Canadian Fund Tax Efficiencies at a top-tier asset management firm based in Toronto. This leadership position is tailored for a fund tax expert ready to innovate and streamline processes.

You will own the tax function across all Canadian investment funds, leading compliance, reporting, and team dynamics. Reporting directly to finance leadership, you'll be responsible for managing significant service provider relationships and enhancing operational efficiencies.

Key Responsibilities:
Oversee comprehensive fund taxation for mutual funds and ETFs
Guide taxable income calculations and distribution processes
Lead the preparation of regulatory tax filings like T3 and T5
Act as the main contact for CRA interactions
Drive improvements in tax function processes and efficiencies

Requirements:
8+ years experience in Canadian fund taxation
Deep understanding of mutual fund and ETF taxation
Proven ability in managing T3, T5, NR4 filings
Previous experience mentoring a team is required
Solid regulatory knowledge of CRA requirements

Bring your leadership and tax expertise to redefine fund taxation strategies.
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📌 Director, Canadian Fund Tax Efficiencies Toronto
🏢 Options Consulting Solutions
📍 Toronto