VP, Fund TaxationLead the strategic direction, governance, and execution of all fund taxation matters across CI’s suite of investment products—including mutual funds, ETFs, closed‑end funds, mutual fund corporations, and segregated funds.CI Financial is a global wealth management and asset management advisory services firm. We are committed to providing the highest‑quality investments and advice, fostering a fast‑paced workplace that encourages growth and learning.What you will doStrategic LeadershipDefine and execute the enterprise‑wide fund taxation strategy aligned with CI’s business objectives and regulatory landscape.Serve as the senior tax authority for CI’s investment products, advising executive leadership on tax implications of product development, fund structures and corporate actions.Lead tax planning initiatives to optimize fund performance, investor outcomes, and operational efficiency.Design and execute all modernization efforts to streamline and add controls on oversight of our strategic third‑party vendors.OversightOversee the full tax distribution and allocation cycle—monthly, quarterly and annually—for all CI funds.Direct the review and approval of mock and final year‑end distributions, tax factors and investor tax slips.Ensure accurate and timely filing of fund tax returns and lead CRA and external audit engagements.Develop and execute policies and procedures for fund taxation.Risk & ComplianceMonitor and interpret changes in tax legislation and regulatory requirements; proactively adjust policies and procedures to maintain compliance.Oversee PFIC reporting, HST blended rate calculations,



withholding tax reclaims and international tax documentation (e.G. W8BEN‑E, CRS, W9).Review tax disclosure in prospectuses and legal documentation.Ensure robust internal controls and documentation standards across all fund taxation processes.Cross‑Functional CollaborationPartner with Legal, Product, Marketing, Sales, Client Services and Operations to support tax‑related inquiries and disclosures.Represent Fund Taxation in enterprise initiatives including fund launches, mergers, terminations and system enhancements.Lead the enhancement of CI’s tax optimization tools and reporting platforms.Team & Vendor ManagementLead and mentor a high‑performing tax team, fostering a culture of accountability, innovation and continuous improvement.Manage relationships with external tax advisors, custodians and service providers to ensure timely and accurate tax reclaim filings and information exchange.What we offerModern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave top‑up programPaid time off for volunteeringCI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416‑364‑1145 ext. 4747.Location: Toronto, Ontario, CanadaOffer: CA$250,000.00 – CA$265,000.00 per annum.#J-18808-Ljbffr

📌 Vp, Fund Taxation - C$250,000 - C$265,000 A Year (Toronto)
🏢 CI Financial
📍 Toronto