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 important 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
• Robust 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