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
- Solid 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 collaborative leadership to support CI Financial's investment products.

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