Senior Tax Manager, Investment Funds Toronto, ON - OnsiteEmployment Type: PermanentCompensation Range: CAD $115,000 - CAD $160,000Overview Our client, a leading North American investment management organization, is seeking a Senior Tax Manager specializing in investment funds. This role offers the chance 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.What You Will Achieve in This Role Lead the tax compliance lifecycle for Canadian investment funds, including mutual funds, ETFs, and limited partnershipsEstablish and maintain tax risk standards, decision-making processes, and governance frameworksMonitor and interpret Canadian tax legislation impacting investment fundsEvaluate tax implications of new fund products, investor types, and investment strategiesManage tax structuring for fund modifications such as terminations and mergersServe as the senior tax advisor across legal, investment, product, and management teamsOversee delegated tax compliance responsibilities to fund administrators and external advisorsDevelop operationally efficient, tax-effective fund structures in collaboration with legal and product teamsAssess tax risks and provide balanced recommendations aligning regulatory and business objectivesMaintain relationships with external tax advisors, ensuring quality and timeliness of servicesWhat You Will Bring to This Role 5-7 years of progressive investment fund tax experience, preferably from a major accounting firm or asset managerDeep understanding of taxation related to investment funds, trusts, partnerships, ETFs,



and mutual fund corporationsStrong research and interpretation skills of Canadian tax legislationUniversity degree in accounting, taxation, or related business disciplineProven ability to provide strategic tax advice and communicate complex issues clearlyDemonstrated experience managing processes, controls, and operational excellence in a complex environmentStrong relationship-management and influencing skills across various stakeholder groupsSelf-motivated and proactive in improving tax processes and proceduresAbility to navigate multiple fund structures, asset classes, and evolving tax regulationsExcellent decision-making skills with a focus on risk assessment and mitigationExperience working collaboratively with legal, legal, legal, legal, legal, and other functional teamsAdditional Qualifications Knowledge of fund structures, investment strategies, and regulatory requirements in CanadaWe thank all applicants for their interest; however, only those selected for further consideration will be contacted. AI Disclosure: Artificial Intelligence may be used as part of our application review process to assist in reviewing, screening, and assessment of applicants. All applications are also reviewed by our recruitment team.Additional Information: Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirement'sRobertson & 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.#J-18808-Ljbffr

📌 Senior Tax Manager, Investment Funds (Toronto)
🏢 RobertsonLtd.
📍 Toronto