Lead Canadian investment fund taxation in Toronto, applying strategic oversight, tax governance, and compliance expertise onsite. This permanent role supports diverse investment solutions.

Our client is a leading North American investment management organization seeking a Senior Tax Manager specializing in investment funds. You will guide tax compliance, interpret Canadian legislation, and evaluate fund products, investor types, and investment strategies. The role partners with legal, investment, product, management, administrators, and external advisors.

Key Responsibilities

Lead compliance for mutual funds, ETFs, and limited partnerships

Establish tax risk standards, processes, and governance frameworks

Interpret Canadian tax legislation affecting investment funds

Evaluate tax implications of products and investment strategies

Oversee administrators and external tax advisors

Requirements

Five to seven years of investment fund tax experience

Understanding of trusts, partnerships, ETFs, and mutual fund corporations

University degree in accounting, taxation, or related business discipline

Strategic tax advice and transparent complex-issue communication skills

Strong risk assessment, decision-making, and relationship-management abilities

Apply investment fund taxation, Canadian legislation, and governance expertise while advising stakeholders across complex fund structures.

📌 Senior Investment Fund Tax Manager (Winnipeg)
🏢 Robertson u0026 Company
📍 Winnipeg