Research Canadian investment fund tax issues at CIBC Mellon in Toronto/Mississauga, reviewing distributions, returns, and corporate actions for clients.
As Senior Tax Analyst, Financial Reporting and Tax, you will independently analyze tax issues and recommend appropriate treatments. You will work with Fund Accounting, assigned clients, external tax advisors, and auditors. The position supports client funds, including complex structures, through accurate reporting and tax processes.
Key Responsibilities: Review distribution calculations and allocation factors for client funds
Prepare and file trust and corporation income tax returns
Prepare HST returns for assigned funds accurately
Analyze corporate actions and recommend tax treatments
Review Tax Analysts' work and provide training
Requirements: University degree in Business or Accounting
Professional accounting designation completed or in progress
Canadian investment fund tax knowledge
Investment fund industry Fund Accounting experience
Robust MS Office and TaxPrep skills
Apply Canadian tax expertise, Fund Accounting experience, and accurate analysis to support CIBC Mellon investment fund clients.