CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work. We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions. We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.Cibcmellon.Com/experience.About the RoleThe Tax Manager, Financial Reporting & Tax will be responsible for managing a team to complete the tax work required for clients funds. Provides consultative tax expertise on issues raised on funds by internal partners. Develop and maintain strong relationships with client, external tax advisors, auditors and internal business partners. Review and evaluate work process and provide feedbacks.ResponsibilitiesManage distribution review process, including conduct distribution review, work collaboratively with internal partners on liaison with clients, external tax advisors and auditorsManage the completion and filing of income and HST tax returns for trusts corporations and other investment fund structures, including reviewing tax returns and filing related tax information forms, elections, etc.Review and approve tax analysis on complicated corporate actions within the agreed timelineProvide recommendations on the distribution module,



including tax developments and client requests and operational efficiency within the Tax groupCoordinate and manage the activities of their team to ensure that all deadlines are met; Attend client meetings and ensure delivery of quality services to all clientsEnsure appropriate timelines with clients and external auditors are negotiatedResearch and respond to tax correspondence (including tax audits and reassessments) from clients, auditors and CRAProvide training/consultative support to Tax team and Fund Accounting groupParticipate in presentations to potential clients and additional tax services to existing clientsProvide human resources leadership and manage all hiring and performance related activities in accordance with policies and proceduresResearch and apply regulatory changes for FS and tax reportingParticipate in automation and special projects as required.QualificationsUniversity degree in Accounting and a professional designation preferred; Minimum of 3 yearsof Canadian tax experience; Tax and accountingexperience in the investment fund industry is required; Excellent written and oral communication skills; Robust analytical and problem solving skills; Excellent timemanagement skills and ability to work under tight timelines; andHigh degree of commitment to quality work and accuracy.CIBC Mellon's Values:Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards; Put Clients atthe Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward; Be One Family: Challenge, empower and recognize your colleagues; Take Ownership: Speak up, speak out, and make things better.Additional information:The salary band for this position ranges between $98,000 - $148,000.Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity.Please note, our recruitment process may include the use of AI-assisted tools.#J-18808-Ljbffr

📌 Tax Manager, Financial Reporting & Tax - $98,000 - $148,000 A Year (Toronto)
🏢 CIBC Mellon
📍 Toronto