Lead Canadian fund taxation operations at CI Financial while applying analytical skills and supporting an in-office model four days weekly. Accuracy matters across diverse investment products.
As Manager, Fund Taxation, you will support tax operations and compliance across mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds. The work covers tax reporting, planning support, Canadian regulatory compliance, and coordinated documentation. You will collaborate with internal teams, external advisors, custodians, and service providers.
Key Responsibilities: Coordinate monthly, quarterly, and annual tax distributions
Prepare and review fund tax returns and slips
Support year-end distributions, tax factors, and CRA compliance
Maintain PFIC, HST,



and international tax documentation
Guide junior staff and coordinate external tax providers
Requirements: Five to seven years in fund taxation, accounting, or financial services
Strong understanding of Canadian mutual funds and ETFs
Bachelor's degree in Accounting, Finance, or related field
Working knowledge of IFRS and fund accounting principles
Microsoft Excel, tax software, analytical, and communication skills
Apply fund taxation expertise, Canadian reporting knowledge, and cooperative leadership to support CI Financial's investment products.

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📌 Manager Canadian Fund Taxation (Ontario)
🏢 CI Financial
📍 Ontario