Senior Tax Manager, Investment Funds - TD Asset Management (Ontario)

Senior Tax Manager, Investment Funds - TD Asset Management (Ontario)

20 Oct
|
TD Bank
|
Ontario

20 Oct

TD Bank

Ontario

Work Location: Toronto, Ontario, Canada
Hours: 37.5
Line of Business: TD General
Pay Details: $115,600 - $163,200 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description: TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of June 30, 2026, TDAM and its affiliates managed over $548 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.
TDAM's Investment Funds Tax team is responsible for all tax matters including tax compliance, research, product structuring, advocacy and issue resolution.
In this role, you'll work at the intersection of investment management, taxation, regulatory compliance, product strategy, and fund operations. As a Senior Tax Manager, you will establish and maintain the tax compliance approach, risk & governance framework and standards.



You will also provide technical guidance on fund structures and transactions, manage material tax risks, and oversee external tax advisors third party fund administrator.
What Makes This Opportunity Unique? Scale & Impact: Provide senior-level tax oversight and governance across more than 260 investment funds (including mutual funds, pooled funds, segregated funds, limited partnerships, exchange traded funds and a mutual fund corporation)
Breadth & Complexity: Work across multiple fund structures, asset classes, investment strategies, and evolving tax requirements.
Senior Visibility: Partner with stakeholders across TD Wealth, Corporate Tax, Operations, Legal, auditors, external advisors, and other key functions.
Strategic Influence: Advise on complex tax considerations affecting investment products, transactions, and fund structures.
What You'll Do Lead the full tax compliance lifecycle for investment funds in Canada
Define tax risk standards, decision‑making responsibilities, escalation requirements and documentation expectations
Monitor Canadian tax developments affecting investment funds
Evaluate tax implications associated with proposed new investment funds, investor types, investment strategies and expected funds flow
Lead the tax work for product changes including terminations and mergers.
Act as the senior tax advisor to Investments, Product, Relationship Managers, Legal, and senior management




Oversee compliance responsibilities that have been delegated to fund administrators, external tax advisors or other service providers
Execute the strategy for using external tax advisors and determine which capabilities should be maintained internally
Approve the scope, budget and statement of work for tax engagements
Hold fund administrators and tax service providers accountable for quality, timeliness, controls and issue resolution
Work with Product, Legal, Investments, and external advisors to develop tax‑efficient structures that can be implemented and maintained operationally
Participate in investment, product and governance committees where tax input is required
Assess tax risks and provide recommendations that balance regulatory requirements, operational considerations, and business objectives
Who You Are You are an experienced tax professional with an understanding of investment fund tax combining technical expertise with solid business judgment. You are comfortable navigating complex tax matters, challenging issues constructively, and influencing decisions across multiple stakeholder groups. You can translate complex tax considerations into clear recommendations for both tax and non-tax audiences.
University degree in accounting, taxation, or a related business administration discipline
5-7 Years of progressive investment funds related tax experience in a major accounting firm or asset manager
Deep knowledge of taxation applicable to investment funds, trusts, partnerships, mutual fund corporations, ETFs, and other investment vehicles
Strong experience researching and interpreting complex Canadian tax legislation and applying it to investment products, structu

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📌 Senior Tax Manager, Investment Funds - TD Asset Management (Ontario)
🏢 TD Bank
📍 Ontario

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