Senior Specialist, Tax & Fund Reporting Reporting to the Manager, Fund Reporting & Administration, the Senior Specialist, Tax & Fund Reporting is responsible for leading the taxation strategy of a group of mutual funds, implementing new tax regulations, oversight of fund distributions and tax filings, and providing tax support for fund events such as recent fund launches and mergers. The Senior Specialist will also assist the Fund Reporting team with reports such as financial statements and MRFPs.Who you are Service – You put your clients' needs first. You advocate service excellence, and work to deliver client‐centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partnerExecution – You are committed to achieving your goals and to succeed. This includes focusing on "getting things done", as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakesCollaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organizationWhat your day looks like Oversight of fund distributions, T3 factors, tax returns and assessments, foreign tax returns, PFIC reporting, withholding tax reclaims, corporate actions, EIFEL, HSTProvide tax support for fund events such as mergers, rebalancings, and new fund launches.



Independently analyze alternative tax strategies to optimize tax efficiency and present recommendations to executivesMonitor new Canadian and international tax regulations and coordinate implementationProvide tax disclosure for regulatory documents such as prospectuses and management information circularsAssist the Fund Reporting team with fund reports such as financial statements, MRFPs, QPDsYour experience and skills University degree or college diploma in a relevant field is requiredProfessional accounting designation (CPA) is an assetStrong knowledge of investment fund taxation; minimum of 5 year's experience in tax and fund accountingStrong analytical skills; the ability to problem‐solve, detail oriented, and able to work independentlyWorks well with internal departments and various external stakeholders such as third‐party service providers and auditorsAbility to prioritize and meet tight deadlinesExcellent written and verbal communication skillsFluent communication skills in English are required and bilingual skills in French are an assetBenefits Competitive compensation package that rewards and recognizes individual contributionsExcellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit, parental leave top‐up optionsMatching contributions to our retirement programCommitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkEqual Employment Prospect Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.Salary This position is posted with an expected salary range of $93,000 - $113,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.#J-18808-Ljbffr

📌 Senior Specialist, Tax & Fund Reporting - C$93,000 - C$113,000 A Year (Toronto)
🏢 Aviso Wealth
📍 Toronto