10 Sep
|
SGGG Fund Services
|
Toronto
10 Sep
SGGG Fund Services
Toronto
About Us
SGGG Fund Services is Canada’s largest independent administrator of alternative funds with over $120 billion (CAD) under administration. Using Diamond, our proprietary fund administration software, SGGG-FSI’s over 400 employees provide full-service fund administration to clients from our headquarters in Toronto and affiliate offices in Cayman, the United States, and India. Our vision is to be the first choice for fund administration.
We have repeatedly earned Top Hedge Fund Administrator at the Canadian Hedge Fund Awards, and have been named to several national Great Place to Work lists.
Upon successful completion of the co-op term, a permanent full-time offer may be extended to you.
Office Location & Hybrid Model
- Our office is in downtown Toronto, a 5-minute walk from Union Station.
- We embrace a flexible hybrid work model, with teams in 4 times per month.
About The Role We are seeking an organized and detail-oriented Tax Co-op to join our team. Reporting to the Manager in Tax team, the Tax Co-op is primarily responsible for preparing and reviewing tax calculations and returns, assisting with tax onboarding of new clients and participating in continuous development of tax modules in Diamond. Fund Accounting is the foundation of all the work we do in Fund Valuation.
For Tax, you will require foundational knowledge of Fund Accounting, which will be provided before Tax training begins.
As a member of SGGG-FSI’s Tax team, you will continually develop a working knowledge of tax matters for different fund structures.
What You’ll Do
- Develop a professional and productive relationship with existing and potential clients, auditors and SGGG-FSI staff
- Participate, learn and demonstrate competency in all assigned company training. Including our centralized Fund Accounting course, which form the basis for your work on the Tax Team.
- Keep management informed of any issues that could have an impact on current processes
- Work to continually improve the processes associated with your assigned functions
- Participate in the Tax Onboarding process (T3,
T5013 and GST/HST returns) for new funds as well as conversions
- Assist clients on registrations for T3, T5013 and GST/HST forms
- When required liaise with the Fund Valuation team to obtain the necessary information for existing clients in case of organic growth of funds
- Ensure the database of current funds is accurately maintained
- Assist the Fund Valuation Teams with preparation of mock and year-end distribution calculations
- Assist with preparation of T3, T5013 Returns and T1134 forms
- Liaise with the Team preparing tax slips to ensure consistent timeline
- Assist with preparation of GST/HST calculations and returns
- Ensure all procedures are, without exception, followed accurately and consistently, and proper back- ups are included
- Assist in continuous development of T3, T5013 and GST/HST module
- Keep informed of any new legal, regulatory, or industry changes that may impact day-to-day work
- Any other adhoc projects, reports or tasks as assigned
What You’ll Bring Must-Haves
- Currently enrolled in an eligible post-secondary co-op program and available to complete an 8-month consecutive work term
- Pursuing post-secondary studies in Accounting, Finance, or a related field
- CSC or IFIC Mutual Funds Operations course (an asset, but not required)
- Professional designation (an asset, but not required)
- Intermediate to advanced Microsoft Office skills – particularly Excel
- Clear and fluent communication skills (written, verbal) are essential to this role
- Work with minimal supervision to prioritize and manage work
- Effective member of a team
- Thrives in a fast pace working environment with competing deadlines
- Superior communication and interpersonal skills
- Excellent Client service skills
- Strong attention to detail
You Should Embody:
- Integrity: Demonstrates sound judgment, transparency, and ethical decision-making in all interactions
- Leadership: Takes initiative and drives outcomes with accountability and ownership
- Focus: Prioritize effectively, manage time well, and consistently deliver on key objectives
- Passion: Bring energy and commitment to their work, with a strong drive for excellence and continuous improvement
- Teamwork: Collaborate openly and contributes to a respectful and high-performing team environment
What We Offer
- An award-winning open-door culture with a cooperative & inclusive team
- Flexible work arrangements, with heavily weighted remote work
Work term
- 8-month consecutive co op term: January 2027 to August 2027
Application Information
- Number of positions: 1
- Enrolled in a co‑operative education program and eligible for an 8-month consecutive work term
- This is an active hiring posting for a current co-op opportunity
- We use AI-enabled tools to sort applications based on job-related criteria. A human decides who moves forward. Some AI proctored tests may also be scored with AI; Trained staff review the scores before any decision is made.
IDEA & Accommodations (AODA) SGGG-FSI supports a workplace that respects inclusion, diversity, equity and accessibility (IDEA). We appreciate the unique perspectives and experiences each of our employees bring to the job, and our success is underpinned by their contributions to our culture and our values.
SGGG-FSI welcomes and encourages applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the selection process.
Recruitment Process
- Online Assessment: Shortlisted candidates may need to complete a role‑based assessment
- HR Screening: Virtual interview with the HR team
- Manager Interview: Role‑specific interview (in-person or virtual)
- Decision: Updates shared at each stage
📌 Tax - Co-op (Toronto)
🏢 SGGG Fund Services
📍 Toronto