23 Oct
|
The Toronto-Dominion Bank (Canada)
|
Toronto
23 Oct
The Toronto-Dominion Bank (Canada)
Toronto
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. 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. 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.
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. Advise on complex tax considerations affecting investment products, transactions, and fund structures.
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
You are an experienced tax professional with an understanding of investment fund tax combining technical expertise with strong 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, structures, and transactions
Demonstrated ability to provide strategic tax advice and communicate complex issues to senior stakeholders A track record of driving process improvement, stronger controls, and operational excellence within a complex environment
Strong relationship-management and influencing skills, with the ability to work effectively across Tax, Legal, Finance, Operations, Product, and investment teams
Self-motivated person who can take initiative to improve tax related processes and procedures
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.
Total
Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs,
paid time off, banking benefits and discounts, career development, and reward and recognition programs. savings and retirement programs banking perks and discounts
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
Here at TD, we hire and develop the best.
Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
We do our best to communicate outcomes to all applicants by email or phone call.
Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
Language Requirement (Quebec only) At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.
Our Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
Helping to Make an Impact in Communities – TD Ready Commitment TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
📌 Senior Tax Manager, Investment Funds - TD Asset Management (Toronto)
🏢 The Toronto-Dominion Bank (Canada)
📍 Toronto