Our client is a leading financial services organization providing fund administration, accounting, and tax services to a diverse portfolio of investment funds and institutional clients across Canada.

About the Opportunity
This is an excellent opportunity for an experienced Senior Tax Analyst to join a collaborative financial reporting and tax team supporting a diverse portfolio of investment funds. The successful candidate will work closely with Fund Accounting, clients, external tax advisors, and auditors, taking ownership of tax-related matters while providing research, analysis, and recommendations on complex issues.

This role is well suited to someone with strong Canadian tax knowledge, ideally within the investment fund industry , who is comfortable working independently, managing multiple deadlines, and identifying opportunities to improve processes and controls.

What You’ll Be Responsible For

Review distribution calculations and allocation factors prepared by Fund Accounting for various client funds, including complex fund structures.

Collaborate closely with Fund Accounting and liaise with assigned clients, external tax advisors, and auditors throughout the distribution calculation review process

Attend external audit meetings and respond to tax-related queries

Initiate and review distribution-related processes, including Suspended Capital Loss and Stop Loss

Prepare and file Trust and Corporation income tax returns and related tax information forms for assigned clients

Prepare HST returns for assigned investment funds accurately and within required deadlines

Research and analyze the accounting and tax implications of corporate actions, including complex corporate actions affecting investment funds, and recommend appropriate tax treatment





Review the work of Tax Analysts and provide training, coaching, and guidance as required

Implement process improvements and procedural enhancements to improve efficiency and strengthen controls within the distribution process

Review Income Trust Allocations and Notional Distributions and maintain tax-related Security Master data fields for assigned fund

What You Bring

University degree in Business, Accounting, Finance, or a related discipline

Professional accounting designation or actively working toward a professional accounting designation

Strong working knowledge of Canadian taxation , particularly as it applies to investment funds

Previous Fund Accounting experience within the investment fund industry is required

Experience with Trust and Corporation income tax returns and HST returns is an asset

Strong analytical and research skills with the ability to independently assess tax issues and develop appropriate recommendations

Excellent written and verbal communication skills

Strong time management skills with the ability to manage multiple priorities and meet tight deadlines

Strong PC skills, including MS Office and TaxPrep

Ability to work independently with minimal supervision while collaborating effectively with internal and external stakeholders

Robust attention to detail and a high degree of commitment to quality and accuracy

Ability to review, coach,



and provide guidance to more junior team members

Why Consider This Opportunity?

Join an established financial services organization supporting a diverse portfolio of investment funds

Gain exposure to complex Canadian tax matters and investment fund structures

Work collaboratively with Fund Accounting, clients, external advisors, and auditors

Opportunity to take ownership of tax research and make recommendations on complex issues

Contribute to process improvement, automation, and control enhancement initiatives

Opportunity to provide mentorship and guidance to junior members of the tax team

Develop broader exposure across fund taxation, financial reporting, corporate actions, and regulatory matters

Collaborative environment with opportunities for continued professional growth

Only those who are qualified will be contacted.
Additional Information
Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.

If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson values diversity and is committed to creating an inclusive workplace.

Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce.

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📌 Senior Tax Analyst (Ontario)
🏢 RobertsonLtd.
📍 Ontario