Senior Tax Manager, Investment Funds Toronto, ON - Onsite

Employment Type: Permanent

Compensation Range: CAD $115,000 - CAD $160,000

Our client, a leading North American investment management organization, is seeking a Senior Tax Manager specializing in investment funds. This role offers the opportunity to provide strategic tax oversight for a diverse portfolio of funds, contributing to the growth and operational excellence of their investment solutions in the financial services industry.

Lead the tax compliance lifecycle for Canadian investment funds, including mutual funds, ETFs, and limited partnerships

Establish and maintain tax risk standards, decision-making processes, and governance frameworks

Monitor and interpret Canadian tax legislation impacting investment funds

Evaluate tax implications of new fund products, investor types, and investment strategies

Manage tax structuring for fund modifications such as terminations and mergers

Serve as the senior tax advisor across legal, investment, product, and management teams

Oversee delegated tax compliance responsibilities to fund administrators and external advisors

Develop operationally effective, tax-effective fund structures in collaboration with legal and product teams

Assess tax risks and provide balanced recommendations aligning regulatory and business objectives

Maintain relationships with external tax advisors, ensuring quality and timeliness of services

5-7 years of progressive investment fund tax experience,



preferably from a major accounting firm or asset manager

Deep understanding of taxation related to investment funds, trusts, partnerships, ETFs, and mutual fund corporations

Strong research and interpretation skills of Canadian tax legislation

University degree in accounting, taxation, or related business discipline

Proven ability to provide strategic tax advice and communicate complex issues clearly

Demonstrated experience managing processes, controls, and operational excellence in a complex environment

Self-motivated and proactive in improving tax processes and procedures

Ability to navigate multiple fund structures, asset classes, and evolving tax regulations

Excellent decision-making skills with a focus on risk assessment and mitigation

Experience working collaboratively with legal, legal, legal, legal, legal, and other functional teams

Knowledge of fund structures, investment strategies, and regulatory requirements in Canada

Artificial Intelligence may be used as part of our application review process to assist in reviewing, screening, and assessment of applicants. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirement's

Robertson & Company values diversity and is an equal opportunity employer committed to an inclusive and accessible recruitment process. Accommodations are available upon request throughout all stages of the hiring process.

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📌 Senior Tax Manager, Investment Funds (Toronto)
🏢 Robertson u0026 Company
📍 Toronto